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
14
Number of overlapping holdings
28.6%
% of SHRY's 51 holdings also in IPDP
28.0%
% 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 | |
|---|---|---|---|---|
 |
HARTFORD FINANCIAL SVCS GRP | 2.9% | 2.0% | 2.0% |
|
MCKESSON CORP | 3.0% | 2.0% | 2.0% |
|
AMERIPRISE FINANCIAL INC | 5.0% | 2.0% | 2.0% |
|
JOHNSON & JOHNSON | 2.3% | 2.0% | 2.0% |
|
CARDINAL HEALTH INC | 3.8% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SHRY Overweight Relative to IPDP
|
ALTRIA GROUP INC | 5.4% |
|
PRINCIPAL FINANCIAL GROUP | 4.8% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | 3.9% |
|
EOG RESOURCES, INC. | 3.5% |
|
KINDER MORGAN INC | 3.1% |
|
AMERIPRISE FINANCIAL INC | 3.0% |
|
LYONDELLBASELL INDU-CL A | 2.9% |
|
HP INC. | 2.9% |
|
NVR INC | 2.5% |
|
AFLAC INC | 2.5% |
SHRY Underweight Relative to IPDP
|
ABBVIE INC | -2.1% |
|
ALLSTATE CORP | -2.0% |
|
AGILENT TECHNOLOGIES INC | -2.0% |
|
MARSH & MCLENNAN COS | -2.0% |
|
LINCOLN ELECTRIC HOLDINGS | -2.0% |
|
OLD REPUBLIC INTL CORP | -2.0% |
|
CINTAS CORP | -2.0% |
|
T ROWE PRICE GROUP INC | -2.0% |
|
SNAP-ON INC | -2.0% |
|
AMERISOURCEBERGEN CORP | -2.0% |