Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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23

Number of overlapping holdings

92.0%

% of SDEP's 25 holdings also in OUSA

23.0%

% of OUSA's 101 holdings also in SDEP

Overlap by Weight
Sector Drift (SDEP minus OUSA)
Overlapping Holdings

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Company Weight
in SDEP
Weight
in OUSA
Overlap
HOME DEPOT INC 4.1% 4.7% 4.1%
MICROSOFT CORP 4.1% 5.4% 4.1%
S&P GLOBAL, INC. 4.1% 3.9% 3.9%
APPLE INC 4.2% 3.9% 3.9%
JOHNSON & JOHNSON 3.9% 3.9% 3.9%

Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to OUSA
META PLATFORMS INC 4.1%
QUALCOMM INC 4.0%
EXXON MOBIL CORP 3.9%
TARGET CORP 3.7%
BROADCOM INC. 3.5%
MASTERCARD INC-CLASS A 3.4%
COSTCO WHOLESALE CORP 3.4%
ELI LILLY & CO 3.0%
PHILIP MORRIS INTERNATIONAL 2.9%
LOCKHEED MARTIN CORP 2.9%
SDEP Underweight Relative to OUSA
MARSH & MCLENNAN COS -3.7%
T ROWE PRICE GROUP INC -3.5%
PFIZER INC -3.4%
COMCAST CORP-CL A -2.5%
STARBUCKS CORP -2.5%
VERIZON COMMUNICATIONS INC -1.9%
ACCENTURE PLC-CL A -1.6%
LOWE'S COS INC -1.6%
ABBVIE INC -1.5%
MICROSOFT CORP -1.3%
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