Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
22.6%
% of SPDV's 53 holdings also in UPGD
24.0%
% of UPGD's 50 holdings also in SPDV
Overlap by Weight
Sector Drift (SPDV minus UPGD)
Overlapping Holdings
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| Company | Weight in SPDV |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
VERIZON COMMUNICATIONS INC | 2.4% | 2.3% | 2.3% |
|
WEC ENERGY GROUP INC | 2.4% | 2.3% | 2.3% |
|
RTX CORP | 2.2% | 2.3% | 2.2% |
|
JOHNSON & JOHNSON | 2.3% | 2.2% | 2.2% |
|
CONAGRA FOODS INC | 2.1% | 2.3% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
SPDV Overweight Relative to UPGD
|
AT&T INC | 2.6% |
|
GILEAD SCIENCES INC | 2.4% |
|
ALTRIA GROUP INC | 2.4% |
|
SOUTHERN CO | 2.3% |
|
LKQ CORP | 2.3% |
|
MOLSON COORS BREWING CO -B | 2.3% |
|
INTL BUSINESS MACHINES CORP | 2.3% |
|
KRAFT HEINZ COMPANY | 2.1% |
|
FORD MOTOR CO | 2.0% |
|
ARCHER-DANIELS-MIDLAND CO | 2.0% |
SPDV Underweight Relative to UPGD
|
NORTHROP GRUMMAN CORP | -2.7% |
|
CONSOLIDATED EDISON INC | -2.6% |
|
EXELON CORP | -2.4% |
|
KROGER CO | -2.4% |
|
FAIR ISAAC CORP | -2.4% |
|
HORMEL FOODS CORP | -2.4% |
|
ALBERTSONS COMPANIES, INC. CLASS A | -2.3% |
|
KIMBERLY-CLARK CORP | -2.3% |
|
OKTA, INC. CLASS A | -2.2% |
|
WILLIAMS COS INC | -2.2% |