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