Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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34

Number of overlapping holdings

34.0%

% of SZNE's 102 holdings also in IYK

63.0%

% of IYK's 55 holdings also in SZNE

Overlap by Weight
Sector Drift (SZNE minus IYK)
Overlapping Holdings

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Company Weight
in SZNE
Weight
in IYK
Overlap
KEURIG DR PEPPER INC. 1.5% 1.5% 1.5%
PHILIP MORRIS INTERNATIONAL 1.5% 7.3% 1.5%
ARCHER-DANIELS-MIDLAND CO 1.5% 1.5% 1.5%
ALTRIA GROUP INC 1.4% 3.8% 1.4%
KIMBERLY-CLARK CORP 1.4% 2.1% 1.4%

Position Highlights (Non-Overlapping Exposures)
SZNE Overweight Relative to IYK
COSTCO WHOLESALE CORP 1.5%
WAL-MART STORES INC 1.5%
MODERNA, INC. 1.2%
TARGET CORP 1.1%
DOLLAR GENERAL CORP 1.0%
ESTEE LAUDER COMPANIES-CL A 1.0%
DOLLAR TREE INC 1.0%
VERTEX PHARMACEUTICALS INC 1.0%
ELI LILLY & CO 1.0%
BOSTON SCIENTIFIC CORP 1.0%
SZNE Underweight Relative to IYK
PROCTER & GAMBLE CO/THE -16.3%
COCA-COLA CO/THE -9.8%
PEPSICO INC -9.3%
PHILIP MORRIS INTERNATIONAL -5.8%
MONDELEZ INTERNATIONAL INC-A -2.9%
CVS CAREMARK CORP -2.9%
MCKESSON CORP -2.6%
ALTRIA GROUP INC -2.3%
COLGATE-PALMOLIVE CO -2.1%
CORTEVA INC -1.7%
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