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
9
Number of overlapping holdings
18.4%
% of SHRY's 51 holdings also in PKW
4.8%
% of PKW's 189 holdings also in SHRY
Overlap by Weight
Sector Drift (SHRY minus PKW)
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 SHRY |
Weight in PKW |
Overlap | |
|---|---|---|---|---|
 |
MCKESSON CORP | 2.9% | 2.5% | 2.5% |
|
LOCKHEED MARTIN CORP | 2.4% | 3.9% | 2.4% |
|
JOHNSON & JOHNSON | 2.3% | 4.3% | 2.3% |
|
AFLAC INC | 2.4% | 1.9% | 1.9% |
|
METLIFE INC | 2.3% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SHRY Overweight Relative to PKW
|
ALTRIA GROUP INC | 5.4% |
|
AMERIPRISE FINANCIAL INC | 5.0% |
|
PRINCIPAL FINANCIAL GROUP | 4.6% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | 3.9% |
|
EOG RESOURCES, INC. | 3.5% |
|
KINDER MORGAN INC | 3.1% |
|
HP INC. | 3.0% |
|
CARDINAL HEALTH INC | 2.9% |
|
LYONDELLBASELL INDU-CL A | 2.8% |
|
GENERAL MILLS INC | 2.5% |
SHRY Underweight Relative to PKW
|
BOOKING HOLDINGS INC. | -5.8% |
|
T-MOBILE US, INC. | -5.4% |
|
DEERE & CO | -4.0% |
|
FISERV, INC. | -3.9% |
|
APPLOVIN CORP. CLASS A | -3.2% |
|
PAYPAL HOLDINGS INC | -3.1% |
|
COMCAST CORP-CL A | -2.8% |
|
HCA HOLDINGS INC | -2.7% |
|
MARRIOTT INTERNATIONAL-CL A | -2.7% |
|
CSX CORP | -2.1% |