Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
28.0%
% of SPHD's 50 holdings also in UPGD
28.0%
% of UPGD's 50 holdings also in SPHD
Overlap by Weight
Sector Drift (SPHD minus UPGD)
Overlapping Holdings
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| Company | Weight in SPHD |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
INTERNATIONAL PAPER CO | 2.2% | 2.1% | 2.1% |
|
KINDER MORGAN INC | 2.9% | 2.1% | 2.1% |
|
EVERGY, INC. | 2.1% | 2.1% | 2.1% |
|
ONEOK INC | 2.5% | 2.1% | 2.1% |
|
3M CO | 2.3% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SPHD Overweight Relative to UPGD
|
ALTRIA GROUP INC | 3.1% |
|
DOMINION RESOURCES INC/VA | 2.7% |
|
PHILIP MORRIS INTERNATIONAL | 2.4% |
|
WILLIAMS COS INC | 2.4% |
|
AMCOR PLC | 2.3% |
|
PFIZER INC | 2.3% |
|
PINNACLE WEST CAPITAL | 2.2% |
|
PRUDENTIAL FINANCIAL INC | 2.2% |
|
SIMON PROPERTY GROUP INC | 2.2% |
|
REALTY INCOME CORP | 2.1% |
SPHD 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% |