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
34.7%
% of SZNE's 98 holdings also in IYK
64.2%
% of IYK's 56 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 | |
|---|---|---|---|---|
 |
PHILIP MORRIS INTERNATIONAL | 1.5% | 10.7% | 1.5% |
|
KROGER CO | 1.4% | 2.2% | 1.4% |
|
MONSTER BEVERAGE CORPORATION | 1.4% | 2.0% | 1.4% |
|
KEURIG DR PEPPER INC. | 1.4% | 1.9% | 1.4% |
|
MONDELEZ INTERNATIONAL INC-A | 1.4% | 4.1% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
SZNE Overweight Relative to IYK
|
DOLLAR TREE INC | 1.8% |
|
DOLLAR GENERAL CORP | 1.6% |
|
WAL-MART STORES INC | 1.5% |
|
COSTCO WHOLESALE CORP | 1.4% |
 |
BUNGE GLOBAL SA | 1.4% |
|
TARGET CORP | 1.2% |
|
ESTEE LAUDER COMPANIES-CL A | 1.2% |
|
BROWN-FORMAN CORP-CLASS B | 1.0% |
|
CARDINAL HEALTH INC | 1.0% |
|
DEXCOM INC | 1.0% |
SZNE Underweight Relative to IYK
|
PROCTER & GAMBLE CO/THE | -13.7% |
|
COCA-COLA CO/THE | -9.8% |
|
PHILIP MORRIS INTERNATIONAL | -9.3% |
|
PEPSICO INC | -6.3% |
|
ALTRIA GROUP INC | -3.2% |
|
MCKESSON CORP | -3.1% |
|
CVS CAREMARK CORP | -3.0% |
|
MONDELEZ INTERNATIONAL INC-A | -2.8% |
|
COLGATE-PALMOLIVE CO | -2.1% |
|
CORTEVA INC | -2.0% |