Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
44.0%
% of SDEP's 25 holdings also in SCHD
11.0%
% of SCHD's 104 holdings also in SDEP
Overlap by Weight
Sector Drift (SDEP minus SCHD)
Overlapping Holdings
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| Company | Weight in SDEP |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
AMGEN INC | 4.0% | 4.3% | 4.0% |
|
COCA-COLA CO/THE | 4.0% | 4.1% | 4.0% |
|
BROADCOM INC. | 4.0% | 4.5% | 4.0% |
|
PEPSICO INC | 4.0% | 3.9% | 3.9% |
|
MERCK & CO. INC. | 4.0% | 3.9% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to SCHD
|
UNITEDHEALTH GROUP INC | 4.0% |
|
MICROSOFT CORP | 4.0% |
|
META PLATFORMS INC | 4.0% |
|
APPLE INC | 4.0% |
|
MASTERCARD INC-CLASS A | 4.0% |
|
PROCTER & GAMBLE CO/THE | 4.0% |
|
EXXON MOBIL CORP | 4.0% |
|
MCDONALD'S CORP | 4.0% |
|
ALPHABET INC. CLASS C | 4.0% |
|
ABBOTT LABORATORIES | 4.0% |
SDEP Underweight Relative to SCHD
|
VERIZON COMMUNICATIONS INC | -4.5% |
|
BLACKROCK INC | -3.6% |
|
PFIZER INC | -3.6% |
|
CHEVRON CORP | -3.5% |
|
LOCKHEED MARTIN CORP | -3.4% |
|
BLACKSTONE GROUP LP/THE | -2.5% |
|
ALTRIA GROUP INC | -2.4% |
|
EOG RESOURCES, INC. | -2.4% |
|
ILLINOIS TOOL WORKS | -2.2% |
|
3M CO | -1.7% |