Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
14.9%
% of SDY's 148 holdings also in UPGD
44.0%
% of UPGD's 50 holdings also in SDY
Overlap by Weight
Sector Drift (SDY minus UPGD)
Overlapping Holdings
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| Company | Weight in SDY |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
VERIZON COMMUNICATIONS INC | 3.2% | 2.3% | 2.3% |
|
CONSOLIDATED EDISON INC | 2.0% | 2.6% | 2.0% |
|
WEC ENERGY GROUP INC | 1.8% | 2.3% | 1.8% |
|
KIMBERLY-CLARK CORP | 1.8% | 2.3% | 1.8% |
|
JOHNSON & JOHNSON | 1.6% | 2.2% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
SDY Overweight Relative to UPGD
|
REALTY INCOME CORP | 2.7% |
|
KENVUE, INC. | 1.8% |
|
EDISON INTERNATIONAL | 1.7% |
|
CHEVRON CORP | 1.7% |
|
SOUTHERN CO | 1.6% |
|
ABBVIE INC | 1.6% |
|
COCA-COLA CO/THE | 1.6% |
|
EXXON MOBIL CORP | 1.5% |
|
XCEL ENERGY INC | 1.5% |
|
PEPSICO INC | 1.5% |
SDY Underweight Relative to UPGD
|
EXELON CORP | -2.4% |
|
KROGER CO | -2.4% |
|
FAIR ISAAC CORP | -2.4% |
|
ALBERTSONS COMPANIES, INC. CLASS A | -2.3% |
|
CONAGRA FOODS INC | -2.3% |
|
RTX CORP | -2.3% |
|
OKTA, INC. CLASS A | -2.2% |
|
KINDER MORGAN INC | -2.2% |
|
WILLIAMS COS INC | -2.2% |
|
CAMPBELL SOUP CO | -2.1% |