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   

5

Number of overlapping holdings

20.0%

% of SDEP's 25 holdings also in UDI

14.3%

% of UDI's 36 holdings also in SDEP

Overlap by Weight
Sector Drift (SDEP minus UDI)
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 UDI
Overlap
JOHNSON & JOHNSON 4.0% 4.7% 4.0%
ABBVIE INC 3.9% 4.2% 3.9%
COCA-COLA CO/THE 3.9% 4.6% 3.9%
COMCAST CORP-CL A 3.4% 3.5% 3.4%
CISCO SYSTEMS INC 3.9% 3.4% 3.4%

Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to UDI
ALPHABET INC. CLASS C 5.2%
APPLE INC 4.1%
HOME DEPOT INC 4.1%
TJX COMPANIES INC 4.1%
ELI LILLY & CO 4.1%
NVIDIA CORP 4.0%
BROADCOM INC. 4.0%
UNITEDHEALTH GROUP INC 4.0%
PROCTER & GAMBLE CO/THE 4.0%
PEPSICO INC 4.0%
SDEP Underweight Relative to UDI
JEFFERIES FINANCIAL GROUP INC. -4.5%
GOLDMAN SACHS GROUP INC -4.5%
GILEAD SCIENCES INC -4.4%
OLD REPUBLIC INTL CORP -4.4%
PAYCHEX INC -4.3%
JPMORGAN CHASE & CO -4.1%
BANK OF NEW YORK MELLON CORP -3.9%
MEDTRONIC PLC -3.6%
INTERPUBLIC GROUP OF COS INC -3.2%
EAST WEST BANCORP INC -3.1%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY