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   

20

Number of overlapping holdings

6.4%

% of VIG's 319 holdings also in SDEP

80.0%

% of SDEP's 25 holdings also in VIG

Overlap by Weight
Sector Drift (VIG minus SDEP)
Overlapping Holdings

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Company Weight
in VIG
Weight
in SDEP
Overlap
MICROSOFT CORP 4.9% 4.0% 4.0%
APPLE INC 4.3% 4.0% 4.0%
EXXON MOBIL CORP 3.3% 4.0% 3.3%
UNITEDHEALTH GROUP INC 3.2% 4.0% 3.2%
JOHNSON & JOHNSON 2.7% 4.0% 2.7%

Position Highlights (Non-Overlapping Exposures)
VIG Overweight Relative to SDEP
JPMORGAN CHASE & CO 3.0%
COSTCO WHOLESALE CORP 1.7%
WAL-MART STORES INC 1.6%
ACCENTURE PLC-CL A 1.4%
COMCAST CORP-CL A 1.3%
LINDE PLC 1.3%
ORACLE CORP 1.2%
INTUIT INC 1.1%
CATERPILLAR INC 1.0%
NEXTERA ENERGY GROUP 1.0%
VIG Underweight Relative to SDEP
META PLATFORMS INC -4.0%
AMGEN INC -4.0%
ALPHABET INC. CLASS C -4.0%
ABBVIE INC -4.0%
ELI LILLY & CO -4.0%
MARSH & MCLENNAN COS -3.3%
AUTOMATIC DATA PROCESSING -3.3%
UNITED PARCEL SERVICE-CL B -3.2%
TEXAS INSTRUMENTS INC -3.0%
ABBOTT LABORATORIES -2.8%
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