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 MBCC
41.7%
% of MBCC's 25 holdings also in SDEP
Overlap by Weight
Sector Drift (SDEP minus MBCC)
Overlapping Holdings
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| Company | Weight in SDEP |
Weight in MBCC |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.1% | 4.6% | 4.1% |
|
ELI LILLY & CO | 4.1% | 4.2% | 4.1% |
|
NVIDIA CORP | 4.0% | 4.2% | 4.0% |
|
MICROSOFT CORP | 3.9% | 4.3% | 3.9% |
|
VISA INC. CLASS A | 3.9% | 4.3% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to MBCC
|
ALPHABET INC. CLASS C | 5.2% |
|
TJX COMPANIES INC | 4.1% |
|
BROADCOM INC. | 4.0% |
|
JOHNSON & JOHNSON | 4.0% |
|
UNITEDHEALTH GROUP INC | 4.0% |
|
PROCTER & GAMBLE CO/THE | 4.0% |
|
PEPSICO INC | 4.0% |
|
AUTOMATIC DATA PROCESSING | 3.9% |
|
QUALCOMM INC | 3.9% |
|
ABBVIE INC | 3.9% |
SDEP Underweight Relative to MBCC
|
AMAZON.COM INC | -4.6% |
|
META PLATFORMS INC | -4.5% |
|
SALESFORCE.COM INC | -4.4% |
|
THERMO FISHER SCIENTIFIC INC | -4.2% |
|
MCDONALD'S CORP | -4.2% |
|
BOOKING HOLDINGS INC. | -4.1% |
|
DANAHER CORP | -4.1% |
|
TEXAS INSTRUMENTS INC | -4.1% |
|
EMERSON ELECTRIC CO | -4.0% |
|
GE AEROSPACE | -4.0% |