Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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| 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% |