Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
30.6%
% of SHRY's 51 holdings also in IPDP
30.0%
% of IPDP's 50 holdings also in SHRY
Overlap by Weight
Sector Drift (SHRY minus IPDP)
Overlapping Holdings
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| Company | Weight in SHRY |
Weight in IPDP |
Overlap | |
|---|---|---|---|---|
 |
AMERIPRISE FINANCIAL INC | 5.0% | 2.4% | 2.4% |
|
HARTFORD FINANCIAL SVCS GRP | 2.9% | 2.3% | 2.3% |
|
CARDINAL HEALTH INC | 3.7% | 2.3% | 2.3% |
|
MCKESSON CORP | 3.0% | 2.2% | 2.2% |
|
JOHNSON & JOHNSON | 2.4% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
SHRY Overweight Relative to IPDP
|
ALTRIA GROUP INC | 5.3% |
|
PRINCIPAL FINANCIAL GROUP | 4.9% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | 3.9% |
|
EOG RESOURCES, INC. | 3.6% |
|
KINDER MORGAN INC | 3.0% |
|
LYONDELLBASELL INDU-CL A | 2.9% |
|
HP INC. | 2.8% |
|
AMERIPRISE FINANCIAL INC | 2.6% |
|
LOCKHEED MARTIN CORP | 2.5% |
|
NVR INC | 2.5% |
SHRY Underweight Relative to IPDP
|
STRYKER CORP | -2.4% |
|
APPLIED INDUSTRIAL TECH INC | -2.3% |
|
SNAP-ON INC | -2.3% |
|
HNI CORP | -2.3% |
|
SEI INVESTMENTS COMPANY | -2.3% |
 |
TRANE TECHNOLOGIES PLC | -2.3% |
|
CISCO SYSTEMS INC | -2.3% |
|
WW GRAINGER INC | -2.3% |
|
BROWN & BROWN INC | -2.3% |
|
REINSURANCE GROUP OF AMERICA | -2.3% |