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   

7

Number of overlapping holdings

28.0%

% of SDEP's 25 holdings also in UDI

20.6%

% of UDI's 34 holdings also in SDEP

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

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Company Weight
in SDEP
Weight
in UDI
Overlap
ABBVIE INC 4.2% 4.2% 4.2%
BROADCOM INC. 4.1% 4.4% 4.1%
JOHNSON & JOHNSON 4.1% 4.1% 4.1%
COCA-COLA CO/THE 4.0% 4.3% 4.0%
COMCAST CORP-CL A 3.8% 3.8% 3.8%

Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to UDI
NVIDIA CORP 4.6%
ELI LILLY & CO 4.2%
COSTCO WHOLESALE CORP 4.1%
MICROSOFT CORP 4.1%
VISA INC. CLASS A 4.1%
ALPHABET INC. CLASS C 4.1%
HOME DEPOT INC 4.1%
AUTOMATIC DATA PROCESSING 4.0%
MASTERCARD INCORPORATED CLASS A 4.0%
PROCTER & GAMBLE CO/THE 4.0%
SDEP Underweight Relative to UDI
JPMORGAN CHASE & CO -5.0%
PAYCHEX INC -4.4%
OLD REPUBLIC INTL CORP -3.8%
GOLDMAN SACHS GROUP INC -3.6%
MEDTRONIC PLC -3.5%
BANK OF NEW YORK MELLON CORP -3.4%
JEFFERIES FINANCIAL GROUP INC. -3.4%
INTERPUBLIC GROUP OF COS INC -3.4%
ROYAL BANK OF CANADA -2.8%
MERCK & CO. INC. -2.7%
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