Fund Overlap

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


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26

Number of overlapping holdings

17.6%

% of SDY's 148 holdings also in QDIV

42.6%

% of QDIV's 61 holdings also in SDY

Overlap by Weight
Sector Drift (SDY minus QDIV)
Overlapping Holdings

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Company Weight
in SDY
Weight
in QDIV
Overlap
MICROCHIP TECHNOLOGY INC 2.3% 2.0% 2.0%
KIMBERLY-CLARK CORP 1.4% 1.5% 1.4%
ABBVIE INC 1.3% 2.0% 1.3%
MEDTRONIC PLC 1.3% 2.0% 1.3%
KENVUE, INC. 1.3% 1.4% 1.3%

Position Highlights (Non-Overlapping Exposures)
SDY Overweight Relative to QDIV
VERIZON COMMUNICATIONS INC 2.4%
REALTY INCOME CORP 2.1%
CHEVRON CORP 1.7%
TEXAS INSTRUMENTS INC 1.5%
EVERSOURCE ENERGY 1.4%
NEXTERA ENERGY GROUP 1.4%
WEC ENERGY GROUP INC 1.3%
XCEL ENERGY INC 1.2%
SOUTHERN CO 1.2%
EDISON INTERNATIONAL 1.2%
SDY Underweight Relative to QDIV
RTX CORP -2.2%
HUNTINGTON INGALLS INDUSTRIE -2.2%
CME GROUP INC -2.1%
PAYCHEX INC -2.1%
3M CO -2.1%
MARATHON PETROLEUM -2.1%
COTERRA ENERGY INC. -1.9%
HONEYWELL INTERNATIONAL INC -1.9%
BAXTER INTERNATIONAL INC -1.9%
DEVON ENERGY CORPORATION -1.8%
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