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

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

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
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%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY