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
10
Number of overlapping holdings
20.4%
% of SHRY's 51 holdings also in IPDP
20.0%
% of IPDP's 50 holdings also in SHRY
Overlap by Weight
Sector Drift (SHRY minus IPDP)
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 SHRY |
Weight in IPDP |
Overlap | |
|---|---|---|---|---|
 |
MCKESSON CORP | 3.1% | 2.7% | 2.7% |
|
HARTFORD FINANCIAL SVCS GRP | 3.3% | 2.4% | 2.4% |
|
QUALCOMM INC | 1.4% | 2.0% | 1.4% |
|
ABBOTT LABORATORIES | 1.4% | 2.7% | 1.4% |
|
KLA CORPORATION | 1.4% | 2.3% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
SHRY Overweight Relative to IPDP
|
ALTRIA GROUP INC | 5.8% |
|
PRINCIPAL FINANCIAL GROUP | 4.8% |
|
CF INDUSTRIES HOLDINGS INC | 4.5% |
|
CIGNA CORPORATION | 4.5% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | 3.7% |
|
KIMBERLY-CLARK CORP | 3.5% |
|
COMCAST CORP-CL A | 3.4% |
|
EOG RESOURCES, INC. | 3.4% |
|
HP INC. | 3.0% |
|
LOCKHEED MARTIN CORP | 2.7% |
SHRY Underweight Relative to IPDP
|
CENCORA INC | -2.8% |
|
CARDINAL HEALTH INC | -2.6% |
|
CSG SYSTEMS INTL INC | -2.6% |
|
RTX CORP | -2.6% |
|
BROWN & BROWN INC | -2.5% |
|
JOHNSON & JOHNSON | -2.5% |
|
ABBVIE INC | -2.4% |
|
OLD REPUBLIC INTL CORP | -2.4% |
|
HANOVER INSURANCE GROUP INC/ | -2.4% |
|
TRAVELERS COS INC/THE | -2.4% |