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   

19

Number of overlapping holdings

19.4%

% of SDVY's 99 holdings also in OUSM

17.8%

% of OUSM's 108 holdings also in SDVY

Overlap by Weight
Sector Drift (SDVY minus OUSM)
Overlapping Holdings

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Company Weight
in SDVY
Weight
in OUSM
Overlap
ITT, INC. 1.1% 1.7% 1.1%
ROBERT HALF INTL INC 1.1% 1.6% 1.1%
UNIVERSAL FOREST PRODUCTS 1.1% 1.2% 1.1%
DICK'S SPORTING GOODS INC 1.1% 1.4% 1.1%
MGIC INVESTMENT CORP 1.0% 1.2% 1.0%

Position Highlights (Non-Overlapping Exposures)
SDVY Overweight Relative to OUSM
AMKOR TECHNOLOGY INC 1.3%
CADENCE BANCORPORATION CLASS A 1.2%
INSPERITY INC 1.2%
PULTE HOMES INC 1.2%
BOISE CASCADE CO 1.2%
JACKSON FINANCIAL INCORPORATION CLAS 1.2%
STEEL DYNAMICS INC 1.2%
ORIENTAL FINANCIAL GROUP 1.2%
BUCKLE INC/THE 1.1%
POPULAR INC 1.1%
SDVY Underweight Relative to OUSM
WILLIAMS-SONOMA INC -2.4%
CHEMED CORP -2.3%
TRADEWEB MARKETS, INC. CLASS A -2.2%
LINCOLN ELECTRIC HOLDINGS -2.1%
TELEFLEX INC -2.1%
MARKETAXESS HOLDINGS INC -2.0%
OLD REPUBLIC INTL CORP -1.9%
NEW YORK TIMES CO -CL A -1.9%
ENCOMPASS HEALTH CORPORATION -1.8%
PRIMERICA INC -1.8%
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