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   

35

Number of overlapping holdings

25.7%

% of SDY's 136 holdings also in REGL

70.0%

% of REGL's 51 holdings also in SDY

Overlap by Weight
Sector Drift (SDY minus REGL)
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 SDY
Weight
in REGL
Overlap
RPM INTERNATIONAL INC 0.7% 2.1% 0.7%
ERIE INDEMNITY COMPANY-CL A 0.6% 2.3% 0.6%
ESSENTIAL UTILITIES, INC. 0.6% 1.9% 0.6%
LINCOLN ELECTRIC HOLDINGS 0.6% 2.2% 0.6%
DONALDSON CO INC 0.6% 2.2% 0.6%

Position Highlights (Non-Overlapping Exposures)
SDY Overweight Relative to REGL
3M CO 2.4%
REALTY INCOME CORP 2.0%
EDISON INTERNATIONAL 1.8%
INTL BUSINESS MACHINES CORP 1.7%
ABBVIE INC 1.7%
T ROWE PRICE GROUP INC 1.7%
EXXON MOBIL CORP 1.7%
CHEVRON CORP 1.7%
KIMBERLY-CLARK CORP 1.6%
SOUTHERN CO 1.6%
SDY Underweight Relative to REGL
REGAL BELOIT CORP -3.8%
SOUTHWEST GAS CORP -2.3%
WILLIAMS-SONOMA INC -2.2%
EVERCORE PARTNERS INC-CL A -2.1%
AMERICAN FINANCIAL GROUP INC -2.1%
UNUM GROUP -2.0%
LANCASTER COLONY CORP -2.0%
CHEMED CORP -2.0%
EQUITY LIFESTYLE PROPERTIES -2.0%
OGE ENERGY CORP -2.0%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY