Fund Overlap

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


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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

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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%
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