Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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16
Number of overlapping holdings
16.5%
% of TPHE's 103 holdings also in UPGD
32.0%
% of UPGD's 50 holdings also in TPHE
Overlap by Weight
Sector Drift (TPHE minus UPGD)
Overlapping Holdings
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Company | Weight in TPHE |
Weight in UPGD |
Overlap | |
---|---|---|---|---|
WASTE MANAGEMENT INC | 1.8% | 2.0% | 1.8% | |
MASCO CORP | 1.2% | 1.9% | 1.2% | |
KINDER MORGAN INC | 1.2% | 2.1% | 1.2% | |
CONSOLIDATED EDISON INC | 1.2% | 2.1% | 1.2% | |
SOUTHERN CO | 1.2% | 2.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
TPHE Overweight Relative to UPGD
GARMIN LTD | 1.5% | |
GENERAL DYNAMICS CORP | 1.5% | |
SYSCO CORP | 1.4% | |
SERVICE CORP INTERNATIONAL | 1.4% | |
JUNIPER NETWORKS INC | 1.3% | |
DTE ENERGY COMPANY | 1.3% | |
CARDINAL HEALTH INC | 1.3% | |
FASTENAL CO | 1.3% | |
TE CONNECTIVITY | 1.3% | |
NORFOLK SOUTHERN CORP | 1.3% |
TPHE Underweight Relative to UPGD
NRG ENERGY INC | -3.1% | |
SNAP, INC. CLASS A | -2.8% | |
TRANE TECHNOLOGIES PLC | -2.3% | |
AVANGRID, INC. | -2.2% | |
HUBBELL INCORPORATED CLASS B | -2.2% | |
KIMBERLY-CLARK CORP | -2.2% | |
ROLLINS INC | -2.1% | |
LENNOX INTERNATIONAL INC | -2.1% | |
KELLOGG CO | -2.1% | |
AMGEN INC | -2.1% |