Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
48.0%
% of SDEP's 25 holdings also in BGIG
25.0%
% of BGIG's 48 holdings also in SDEP
Overlap by Weight
Sector Drift (SDEP minus BGIG)
Overlapping Holdings
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Company | Weight in SDEP |
Weight in BGIG |
Overlap | |
---|---|---|---|---|
ELI LILLY & CO | 4.1% | 5.3% | 4.1% | |
BROADCOM INC. | 4.0% | 6.8% | 4.0% | |
ABBVIE INC | 3.9% | 4.2% | 3.9% | |
PEPSICO INC | 4.0% | 3.5% | 3.5% | |
PROCTER & GAMBLE CO/THE | 4.0% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to BGIG
ALPHABET INC. CLASS C | 5.2% | |
APPLE INC | 4.1% | |
TJX COMPANIES INC | 4.1% | |
NVIDIA CORP | 4.0% | |
UNITEDHEALTH GROUP INC | 4.0% | |
VISA INC. CLASS A | 3.9% | |
COCA-COLA CO/THE | 3.9% | |
COSTCO WHOLESALE CORP | 3.9% | |
MASTERCARD INCORPORATED CLASS A | 3.9% | |
ADOBE SYSTEMS INC | 3.9% |
SDEP Underweight Relative to BGIG
MERCK & CO. INC. | -3.8% | |
MONDELEZ INTERNATIONAL INC-A | -3.7% | |
WILLIAMS COS INC | -3.3% | |
NEXTERA ENERGY GROUP | -3.2% | |
MCDONALD'S CORP | -3.1% | |
TRAVELERS COS INC/THE | -3.1% | |
PNC FINANCIAL SERVICES GROUP | -2.8% | |
MARSH & MCLENNAN COS | -2.8% | |
BROADCOM INC. | -2.7% | |
EATON CORP PLC | -2.7% |