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 | |
|---|---|---|---|---|
 |
KIMBERLY-CLARK CORP | 2.1% | 2.2% | 2.1% |
|
ONEOK INC | 2.1% | 2.1% | 2.1% |
|
KINDER MORGAN INC | 2.1% | 2.1% | 2.1% |
|
3M CO | 2.3% | 2.0% | 2.0% |
|
DOW, INC. | 2.0% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SPDV Overweight Relative to UPGD
|
PUBLIC SERVICE ENTERPRISE GP | 2.4% |
|
CUMMINS INC | 2.3% |
|
EBAY INC | 2.2% |
|
VALERO ENERGY CORP | 2.2% |
|
BATH & BODY WORKS, INC. | 2.1% |
|
ALTRIA GROUP INC | 2.0% |
|
COTERRA ENERGY INC. | 2.0% |
|
AMCOR PLC | 2.0% |
|
PHILLIPS 66 | 2.0% |
|
FORD MOTOR CO | 2.0% |
SPDV Underweight Relative to UPGD
|
NRG ENERGY INC | -3.1% |
|
SNAP, INC. CLASS A | -2.8% |
|
WATSCO INC | -2.4% |
 |
TRANE TECHNOLOGIES PLC | -2.3% |
|
SOUTHERN CO | -2.2% |
|
AVANGRID, INC. | -2.2% |
|
HUBBELL INCORPORATED CLASS B | -2.2% |
|
MCCORMICK & CO-NON VTG SHRS | -2.1% |
|
ROLLINS INC | -2.1% |
|
CONSOLIDATED EDISON INC | -2.1% |