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
OVERLAP
15%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
DDIV
51
HOLDINGS
16%
ALSO IN SAMM
SAMM
35
HOLDINGS
24%
ALSO IN DDIV
SECTOR DRIFT (DDIV minus SAMM)
OVERLAPPING HOLDINGS
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| Company | Weight in DDIV |
Weight in SAMM |
Overlap | |
|---|---|---|---|---|
 |
IRON MOUNTAIN INC | 3.4% | 2.8% | 2.8% |
|
EDISON INTERNATIONAL | 3.9% | 2.7% | 2.7% |
|
MORGAN STANLEY | 1.9% | 2.6% | 1.9% |
 |
POPULAR INC | 1.9% | 2.7% | 1.9% |
|
GOLDMAN SACHS GROUP INC | 1.8% | 3.0% | 1.8% |
DDIV Overweight Relative to SAMM
|
HF SINCLAIR CORPORATION | 4.5% |
|
FRANKLIN RESOURCES INC | 4.4% |
|
INVESCO LTD | 4.4% |
|
LAMAR ADVERTISING COMPANY CLASS A | 4.3% |
|
SIMON PROPERTY GROUP INC | 4.1% |
|
CARETRUST REIT INC | 4.0% |
|
PRINCIPAL FINANCIAL GROUP | 3.5% |
|
ABBVIE INC | 3.1% |
|
CITIZENS FINANCIAL GROUP, INC. | 3.0% |
|
CVS CAREMARK CORP | 2.7% |
DDIV Underweight Relative to SAMM
 |
ASML HOLDING NV-NY REG SHS | -4.1% |
|
FREEPORT-MCMORAN COPPER | -4.0% |
|
GE VERONA | -3.7% |
|
CSX CORP | -3.7% |
|
KEYSIGHT TECHNOLOGIES INC | -3.5% |
|
ROKU, INC. CLASS A | -3.3% |
|
VIKING HOLDINGS LTD | -3.2% |
|
DELL TECHNOLOGIES INC CLASS C | -3.0% |
|
VERTIV HOLDINGS CO. CLASS A | -3.0% |
|
APA CORP. | -3.0% |