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 LQPE
5.0%
% of LQPE's 201 holdings also in SHRY
Overlap by Weight
Sector Drift (SHRY minus LQPE)
Overlapping Holdings
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| Company | Weight in SHRY |
Weight in LQPE |
Overlap | |
|---|---|---|---|---|
 |
CIGNA CORPORATION | 4.5% | 3.3% | 3.3% |
|
VISA INC. CLASS A | 1.6% | 1.7% | 1.6% |
|
SHERWIN-WILLIAMS CO/THE | 1.1% | 1.1% | 1.1% |
|
ALTRIA GROUP INC | 5.8% | 1.0% | 1.0% |
|
MARSH & MCLENNAN COS | 1.0% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
SHRY Overweight Relative to LQPE
|
ALTRIA GROUP INC | 4.8% |
|
PRINCIPAL FINANCIAL GROUP | 4.7% |
|
CF INDUSTRIES HOLDINGS INC | 4.5% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | 3.7% |
|
KIMBERLY-CLARK CORP | 3.5% |
|
COMCAST CORP-CL A | 3.4% |
|
HARTFORD FINANCIAL SVCS GRP | 3.3% |
|
EOG RESOURCES, INC. | 3.3% |
|
MCKESSON CORP | 3.1% |
|
LOCKHEED MARTIN CORP | 2.7% |
SHRY Underweight Relative to LQPE
|
CVS CAREMARK CORP | -3.6% |
|
VERISIGN INC | -3.1% |
|
ROLLINS INC | -3.1% |
|
CENTENE CORP | -2.6% |
|
FAIR ISAAC CORP | -2.5% |
|
DROPBOX, INC. CLASS A | -2.3% |
|
ADOBE SYSTEMS INC | -2.2% |
|
PINTEREST, INC. CLASS A | -2.1% |
|
CATERPILLAR INC | -2.0% |
|
APPFOLIO INC CLASS A | -1.9% |