Fund Overlap

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


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19

Number of overlapping holdings

6.6%

% of VIG's 293 holdings also in SDEP

76.0%

% 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 4.1% 4.1% 4.1%
JOHNSON & JOHNSON 3.4% 3.9% 3.4%
VISA INC-CLASS A SHARES 2.9% 4.0% 2.9%
PROCTER & GAMBLE CO/THE 2.9% 3.9% 2.9%
HOME DEPOT INC 2.6% 4.1% 2.6%

Position Highlights (Non-Overlapping Exposures)
VIG Overweight Relative to SDEP
UNITEDHEALTH GROUP INC 3.8%
JPMORGAN CHASE & CO 3.2%
WAL-MART STORES INC 1.7%
ACCENTURE PLC-CL A 1.3%
COMCAST CORP-CL A 1.3%
NIKE INC -CL B 1.3%
NEXTERA ENERGY GROUP 1.3%
BRISTOL-MYERS SQUIBB CO 1.2%
ORACLE CORP 1.1%
LOWE'S COS INC 1.1%
VIG Underweight Relative to SDEP
APPLE INC -4.2%
META PLATFORMS INC -4.1%
MERCK & CO. INC. -4.0%
ELI LILLY & CO -4.0%
EXXON MOBIL CORP -3.9%
PHILIP MORRIS INTERNATIONAL -3.7%
TARGET CORP -3.5%
S&P GLOBAL, INC. -3.1%
QUALCOMM INC -3.0%
LOCKHEED MARTIN CORP -2.9%
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