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 | |
|---|---|---|---|---|
 |
AMERIPRISE FINANCIAL INC | 3.2% | 1.8% | 1.8% |
|
KLA CORPORATION | 1.8% | 2.3% | 1.8% |
 |
EATON CORP PLC | 1.9% | 1.8% | 1.8% |
|
QUALCOMM INC | 1.7% | 1.8% | 1.7% |
|
APPLE INC | 1.5% | 1.9% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
SHRY Overweight Relative to IPDP
|
DISCOVER FINANCIAL SERVICES | 5.7% |
|
ALTRIA GROUP INC | 5.0% |
|
METLIFE INC | 4.4% |
|
HP INC. | 3.9% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | 3.7% |
|
COMCAST CORP-CL A | 3.2% |
|
UNITED PARCEL SERVICE-CL B | 3.0% |
|
CATERPILLAR INC | 2.9% |
|
KIMBERLY-CLARK CORP | 2.7% |
|
CSX CORP | 2.7% |
SHRY Underweight Relative to IPDP
|
CARDINAL HEALTH INC | -2.6% |
|
CENCORA INC | -2.6% |
|
MCKESSON CORP | -2.5% |
|
AMPHENOL CORP-CL A | -2.4% |
|
CSG SYSTEMS INTL INC | -2.4% |
|
RTX CORP | -2.4% |
|
HARTFORD FINANCIAL SVCS GRP | -2.3% |
|
HANOVER INSURANCE GROUP INC/ | -2.2% |
|
TRAVELERS COS INC/THE | -2.2% |
|
ECOLAB INC | -2.2% |