Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
40.0%
% of SDEP's 25 holdings also in INEQ
10.0%
% of INEQ's 101 holdings also in SDEP
Overlap by Weight
Sector Drift (SDEP minus INEQ)
Overlapping Holdings
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| Company | Weight in SDEP |
Weight in INEQ |
Overlap | |
|---|---|---|---|---|
 |
HOME DEPOT INC | 4.1% | 4.6% | 4.1% |
|
BROADCOM INC. | 4.0% | 5.7% | 4.0% |
|
UNITEDHEALTH GROUP INC | 4.0% | 4.3% | 4.0% |
|
COCA-COLA CO/THE | 3.9% | 3.9% | 3.9% |
|
QUALCOMM INC | 3.9% | 3.5% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to INEQ
|
ALPHABET INC. CLASS C | 5.2% |
|
APPLE INC | 4.1% |
|
TJX COMPANIES INC | 4.1% |
|
ELI LILLY & CO | 4.1% |
|
NVIDIA CORP | 4.0% |
|
JOHNSON & JOHNSON | 4.0% |
|
PROCTER & GAMBLE CO/THE | 4.0% |
|
MICROSOFT CORP | 3.9% |
|
ABBVIE INC | 3.9% |
|
VISA INC. CLASS A | 3.9% |
SDEP Underweight Relative to INEQ
|
BANK OF AMERICA CORP | -4.5% |
|
EXXON MOBIL CORP | -4.2% |
|
CHEVRON CORP | -4.1% |
|
VERIZON COMMUNICATIONS INC | -2.5% |
|
AMGEN INC | -2.4% |
|
CATERPILLAR INC | -2.3% |
|
INTL BUSINESS MACHINES CORP | -2.3% |
|
AT&T INC | -1.9% |
|
SCHWAB (CHARLES) CORP | -1.8% |
|
ANALOG DEVICES INC | -1.7% |