Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
34
Number of overlapping holdings
33.7%
% of SZNE's 101 holdings also in IYK
64.2%
% of IYK's 55 holdings also in SZNE
Overlap by Weight
Sector Drift (SZNE minus IYK)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SZNE |
Weight in IYK |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 1.4% | 4.1% | 1.4% |
|
KROGER CO | 1.4% | 1.6% | 1.4% |
|
ARCHER-DANIELS-MIDLAND CO | 1.4% | 1.4% | 1.4% |
|
MONSTER BEVERAGE CORPORATION | 1.3% | 1.7% | 1.3% |
|
PHILIP MORRIS INTERNATIONAL | 1.3% | 7.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
SZNE Overweight Relative to IYK
 |
BUNGE GLOBAL SA | 1.4% |
|
TARGET CORP | 1.3% |
|
WAL-MART STORES INC | 1.3% |
|
DOLLAR TREE INC | 1.3% |
|
COSTCO WHOLESALE CORP | 1.2% |
|
DOLLAR GENERAL CORP | 1.2% |
|
ESTEE LAUDER COMPANIES-CL A | 1.1% |
|
VIATRIS, INC. | 0.9% |
|
CAMPBELL SOUP CO | 0.9% |
|
UNITEDHEALTH GROUP INC | 0.9% |
SZNE Underweight Relative to IYK
|
PROCTER & GAMBLE CO/THE | -15.8% |
|
COCA-COLA CO/THE | -9.7% |
|
PEPSICO INC | -8.8% |
|
PHILIP MORRIS INTERNATIONAL | -6.0% |
|
MONDELEZ INTERNATIONAL INC-A | -3.2% |
|
MCKESSON CORP | -2.9% |
|
CVS CAREMARK CORP | -2.9% |
|
ALTRIA GROUP INC | -2.7% |
|
COLGATE-PALMOLIVE CO | -2.6% |
|
CORTEVA INC | -1.7% |