Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
5
Number of overlapping holdings
20.0%
% of SDEP's 25 holdings also in UDI
14.3%
% of UDI's 36 holdings also in SDEP
Overlap by Weight
Sector Drift (SDEP minus UDI)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in SDEP |
Weight in UDI |
Overlap | |
---|---|---|---|---|
JOHNSON & JOHNSON | 4.0% | 4.7% | 4.0% | |
ABBVIE INC | 3.9% | 4.2% | 3.9% | |
COCA-COLA CO/THE | 3.9% | 4.6% | 3.9% | |
COMCAST CORP-CL A | 3.4% | 3.5% | 3.4% | |
CISCO SYSTEMS INC | 3.9% | 3.4% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to UDI
ALPHABET INC. CLASS C | 5.2% | |
APPLE INC | 4.1% | |
HOME DEPOT INC | 4.1% | |
TJX COMPANIES INC | 4.1% | |
ELI LILLY & CO | 4.1% | |
NVIDIA CORP | 4.0% | |
BROADCOM INC. | 4.0% | |
UNITEDHEALTH GROUP INC | 4.0% | |
PROCTER & GAMBLE CO/THE | 4.0% | |
PEPSICO INC | 4.0% |
SDEP Underweight Relative to UDI
JEFFERIES FINANCIAL GROUP INC. | -4.5% | |
GOLDMAN SACHS GROUP INC | -4.5% | |
GILEAD SCIENCES INC | -4.4% | |
OLD REPUBLIC INTL CORP | -4.4% | |
PAYCHEX INC | -4.3% | |
JPMORGAN CHASE & CO | -4.1% | |
BANK OF NEW YORK MELLON CORP | -3.9% | |
MEDTRONIC PLC | -3.6% | |
INTERPUBLIC GROUP OF COS INC | -3.2% | |
EAST WEST BANCORP INC | -3.1% |