Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
14
Number of overlapping holdings
56.0%
% of SDEP's 25 holdings also in USMC
56.0%
% of USMC's 26 holdings also in SDEP
Overlap by Weight
Sector Drift (SDEP minus USMC)
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 USMC |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.1% | 7.0% | 4.1% |
|
NVIDIA CORP | 4.0% | 4.4% | 4.0% |
|
UNITEDHEALTH GROUP INC | 4.0% | 4.5% | 4.0% |
|
PROCTER & GAMBLE CO/THE | 4.0% | 4.9% | 4.0% |
|
MICROSOFT CORP | 3.9% | 7.1% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to USMC
|
ALPHABET INC. CLASS C | 5.2% |
|
TJX COMPANIES INC | 4.1% |
|
PEPSICO INC | 4.0% |
|
AUTOMATIC DATA PROCESSING | 3.9% |
|
QUALCOMM INC | 3.9% |
|
COCA-COLA CO/THE | 3.9% |
|
LOCKHEED MARTIN CORP | 3.9% |
|
ADOBE SYSTEMS INC | 3.9% |
|
CISCO SYSTEMS INC | 3.9% |
|
CONOCOPHILLIPS | 3.9% |
SDEP Underweight Relative to USMC
|
BERKSHIRE HATHAWAY INC-CL B | -5.2% |
|
EXXON MOBIL CORP | -4.9% |
|
JPMORGAN CHASE & CO | -4.8% |
|
ALPHABET INC. CLASS A | -4.3% |
|
META PLATFORMS INC | -4.2% |
|
AMAZON.COM INC | -3.6% |
|
MICROSOFT CORP | -3.1% |
|
BANK OF AMERICA CORP | -3.0% |
|
WAL-MART STORES INC | -2.9% |
|
APPLE INC | -2.9% |