Fund Overlap

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


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30

Number of overlapping holdings

13.2%

% of VALQ's 230 holdings also in IPDP

60.0%

% of IPDP's 50 holdings also in VALQ

Overlap by Weight
Sector Drift (VALQ minus IPDP)
Overlapping Holdings

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Company Weight
in VALQ
Weight
in IPDP
Overlap
APPLE INC 2.1% 2.0% 2.0%
MCKESSON CORP 2.4% 2.0% 2.0%
QUALCOMM INC 2.0% 1.9% 1.9%
CINTAS CORP 1.7% 2.0% 1.7%
MOTOROLA SOLUTIONS 1.7% 2.0% 1.7%

Position Highlights (Non-Overlapping Exposures)
VALQ Overweight Relative to IPDP
WAL-MART STORES INC 2.8%
TE CONNECTIVITY 2.6%
COMCAST CORP-CL A 2.2%
HP INC. 2.0%
KIMBERLY-CLARK CORP 1.8%
COLGATE-PALMOLIVE CO 1.7%
INTL BUSINESS MACHINES CORP 1.6%
PROCTER & GAMBLE CO/THE 1.6%
EBAY INC 1.6%
HOME DEPOT INC 1.5%
VALQ Underweight Relative to IPDP
AGILENT TECHNOLOGIES INC -2.0%
MARSH & MCLENNAN COS -2.0%
MERCK & CO. INC. -2.0%
BROWN & BROWN INC -2.0%
ABBOTT LABORATORIES -2.0%
RTX CORP -2.0%
UNITEDHEALTH GROUP INC -2.0%
ABM INDUSTRIES INC -2.0%
HNI CORP -2.0%
STRYKER CORP -2.0%
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