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% | 4.5% | 4.1% |
|
BROADCOM INC. | 4.0% | 6.4% | 4.0% |
|
ABBVIE INC | 3.9% | 3.8% | 3.8% |
|
PROCTER & GAMBLE CO/THE | 4.0% | 3.3% | 3.3% |
|
PEPSICO INC | 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
|
WILLIAMS COS INC | -3.7% |
|
MONDELEZ INTERNATIONAL INC-A | -3.5% |
|
MERCK & CO. INC. | -3.5% |
|
PNC FINANCIAL SERVICES GROUP | -3.2% |
|
TRAVELERS COS INC/THE | -3.1% |
|
NEXTERA ENERGY GROUP | -3.0% |
|
MCDONALD'S CORP | -2.9% |
 |
EATON CORP PLC | -2.9% |
|
MARSH & MCLENNAN COS | -2.9% |
|
SEMPRA ENERGY | -2.6% |