Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
22.2%
% of SPDV's 54 holdings also in UPGD
24.5%
% of UPGD's 49 holdings also in SPDV
Overlap by Weight
Sector Drift (SPDV minus UPGD)
Overlapping Holdings
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| Company | Weight in SPDV |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
AT&T INC | 2.1% | 2.1% | 2.1% |
|
3M CO | 2.1% | 2.0% | 2.0% |
|
NRG ENERGY INC | 2.2% | 2.0% | 2.0% |
|
KINDER MORGAN INC | 2.2% | 1.9% | 1.9% |
|
INTERNATIONAL PAPER CO | 2.0% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SPDV Overweight Relative to UPGD
|
VISTRA ENERGY CORP. | 3.4% |
|
TAPESTRY, INC. | 2.7% |
|
SNAP-ON INC | 2.2% |
|
CUMMINS INC | 2.2% |
|
INTL BUSINESS MACHINES CORP | 2.1% |
|
CF INDUSTRIES HOLDINGS INC | 2.1% |
|
CISCO SYSTEMS INC | 2.1% |
|
BRISTOL-MYERS SQUIBB CO | 2.1% |
|
GILEAD SCIENCES INC | 2.1% |
|
SIMON PROPERTY GROUP INC | 2.0% |
SPDV Underweight Relative to UPGD
|
CARMAX INC | -2.3% |
|
HORMEL FOODS CORP | -2.2% |
|
KROGER CO | -2.2% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.1% |
|
WATERS CORP | -2.1% |
|
MOSAIC CO/THE | -2.1% |
|
ZEBRA TECHNOLOGIES CORP-CL A | -2.1% |
|
EBAY INC | -2.1% |
|
GENERAL MILLS INC | -2.1% |
|
MCCORMICK & CO-NON VTG SHRS | -2.1% |