Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
48.0%
% of SDEP's 25 holdings also in GDIV
31.6%
% of GDIV's 38 holdings also in SDEP
Overlap by Weight
Sector Drift (SDEP minus GDIV)
Overlapping Holdings
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| Company | Weight in SDEP |
Weight in GDIV |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.2% | 5.3% | 4.2% |
|
MICROSOFT CORP | 4.1% | 5.0% | 4.1% |
|
BROADCOM INC. | 4.0% | 6.1% | 4.0% |
|
ELI LILLY & CO | 4.0% | 3.7% | 3.7% |
|
PEPSICO INC | 4.0% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to GDIV
|
META PLATFORMS INC | 4.1% |
|
S&P GLOBAL, INC. | 4.1% |
|
COSTCO WHOLESALE CORP | 4.1% |
|
VISA INC-CLASS A SHARES | 4.0% |
|
MASTERCARD INC-CLASS A | 4.0% |
|
MCDONALD'S CORP | 4.0% |
|
TEXAS INSTRUMENTS INC | 4.0% |
|
PROCTER & GAMBLE CO/THE | 3.9% |
|
ABBOTT LABORATORIES | 3.9% |
|
EXXON MOBIL CORP | 3.9% |
SDEP Underweight Relative to GDIV
|
UNITEDHEALTH GROUP INC | -3.9% |
|
INTL BUSINESS MACHINES CORP | -3.2% |
|
CONOCOPHILLIPS | -3.0% |
|
ARTHUR J GALLAGHER & CO | -3.0% |
|
MICROCHIP TECHNOLOGY INC | -2.9% |
|
ABBVIE INC | -2.7% |
|
IDEX CORP | -2.5% |
|
NIKE INC -CL B | -2.4% |
|
AMERICAN FINANCIAL GROUP INC | -2.3% |
|
GILEAD SCIENCES INC | -2.3% |