Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
13
Number of overlapping holdings
52.0%
% of SDEP's 25 holdings also in LVOL
14.1%
% of LVOL's 94 holdings also in SDEP
Overlap by Weight
Sector Drift (SDEP minus LVOL)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SDEP |
Weight in LVOL |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.1% | 7.2% | 4.1% |
|
MICROSOFT CORP | 3.9% | 7.0% | 3.9% |
|
VISA INC. CLASS A | 3.9% | 3.3% | 3.3% |
|
JOHNSON & JOHNSON | 4.0% | 3.0% | 3.0% |
|
MASTERCARD INCORPORATED CLASS A | 3.9% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to LVOL
|
ALPHABET INC. CLASS C | 4.4% |
|
TJX COMPANIES INC | 4.1% |
|
ELI LILLY & CO | 4.1% |
|
NVIDIA CORP | 4.0% |
|
BROADCOM INC. | 4.0% |
|
UNITEDHEALTH GROUP INC | 4.0% |
|
QUALCOMM INC | 3.9% |
|
ABBVIE INC | 3.9% |
|
COCA-COLA CO/THE | 3.9% |
|
LOCKHEED MARTIN CORP | 3.9% |
SDEP Underweight Relative to LVOL
|
AMAZON.COM INC | -3.5% |
|
MICROSOFT CORP | -3.1% |
|
APPLE INC | -3.1% |
 |
LINDE PLC | -2.4% |
 |
ACCENTURE PLC-CL A | -2.3% |
|
MARSH & MCLENNAN COS | -2.0% |
|
MEDTRONIC PLC | -2.0% |
|
S&P GLOBAL, INC. | -1.9% |
|
T-MOBILE US, INC. | -1.8% |
|
ALPHABET INC. CLASS A | -1.8% |