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SDVD vs DON

Shared holdings
82
SDVD covered by DON
20.05%
DON covered by SDVD
20.05%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SDVD (April 30, 2026)

SecurityWeight
COMFORT SYSTEMS USA INC1.87%
POWELL INDUSTRIES INC1.52%
ENERSYS INC1.45%
WEATHERFORD INTERNATIONAL PLC1.33%
PRIMORIS SVCS CORP1.31%
CLEAR SECURE INC1.22%
EMCOR GROUP INC1.19%
MUELLER INDUSTRIES INC1.09%
ALLISON TRANSMISSION HLDGS INC1.08%
ATMUS FILTRATION TECHNOLOGIES INC1.07%
WOODWARD INC1.04%
NORTHERN TRUST CORP1.04%
PRICESMART INC1.03%
INTERACTIVE BROKERS GROUP INC1.02%
CACTUS INC CL A0.99%
EAST WEST BNCRP0.98%
NEW YORK TIMES CO CL A0.97%
ITT INC0.97%
LEMAITRE VASCULAR INC0.96%
INSTALLED BUILDING PRODUCTS INC0.95%
APPLIED INDU TEC0.95%
CBOE GLOBAL MARKETS INC0.94%
FIRST BANCORP PUERTO RICO0.93%
COCA COLA CONSOLIDATED INC0.92%
WINTRUST FINL0.90%
SNAP-ON INCORPORATED0.89%
CULLEN FROST BANKERS INC0.89%
UMB FINANCIAL CORP0.89%
OFG BANCORP0.89%
RALPH LAUREN CORP0.89%
NOV INC0.88%
SEI INVESTMENTS0.86%
SIMPSON MFG0.86%
FOX CORP CL A0.86%
ASSURANT INC0.86%
WATTS WATER TECH INC CL A0.86%
PRIMERICA INC0.86%
GRAHAM HOLDINGS CO0.85%
PERDOCEO EDUCATION CORP0.85%
REINSURANCE GROUP OF AMERICA0.84%
ADVANCED DRAINAGE SYSTEMS INC0.84%
HANOVER INSURANCE GROUP INC0.84%
UNIFIRST CORP/MA0.83%
SOUTHSTATE BANK CORP0.82%
BRADY CORPORATION CL A0.82%
BRINK'S CO/THE0.81%
BANK OZK0.81%
INTERDIGITAL INC0.81%
PULTEGROUP INC0.80%
WILLIAMS-SONOMA INC0.79%

DON (March 31, 2026)

SecurityWeight
APA CORP1.33%
VIATRIS INC1.17%
BEST BUY CO INC1.15%
HASBRO INC1.12%
PERMIAN RESOURCES CORP CL A1.10%
FRANKLIN RESOURCES INC1.07%
ANTERO MIDSTREAM CORP1.02%
CLOROX CO1.00%
OMNICOM GROUP INC0.97%
AMERICAN FINL GROUP INC OHIO0.94%
OGE ENERGY CORP0.93%
CF INDUSTRIES HOLDINGS INC0.93%
SNAP-ON INCORPORATED0.91%
STANLEY BLACK and DECKER INC0.87%
AES CORP0.87%
PINNACLE WEST CAPITAL CORP0.86%
WP CAREY INC0.86%
SUN COMMUNITIES INC - REIT0.83%
EASTMAN CHEMICAL CO0.81%
KIMCO REALTY CORPORATION0.79%
HF SINCLAIR CORP0.78%
UGI CORP NEW0.77%
INTL FLVR & FRAG0.77%
JM SMUCKER CO/THE0.77%
OVINTIV INC0.76%
CHORD ENERGY CORP0.75%
FIDELITY NATIONAL FINL INC0.70%
SIRIUS XM HOLDINGS INC0.69%
ESSENTIAL UTILITIES INC0.68%
COLUMBIA BANKING SYSTEMS INC0.68%
DUPONT DE NEMOURS INC0.68%
DT MIDSTREAM INC0.66%
ESSEX PROPERTY TRUST INC0.64%
HOST HOTELS & RE0.63%
DILLARDS INC CL A0.61%
WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUND0.61%
THE CAMPBELL'S COMPANY0.60%
NATL FUEL GAS CO0.59%
ONEMAIN HOLDINGS INC0.59%
ALLY FINANCIAL INC0.56%
PORTLAND GENERAL ELECTRIC CO0.56%
ALBERTSONS COS INC CL A0.53%
PENSKE AUTOMOTIVE GROUP INC0.53%
MOSAIC CO/THE0.52%
AVERY DENNISON CORP0.52%
SOUTHWEST GAS HOLDINGS INC0.52%
SKYWORKS SOLUTIONS INC0.52%
REGENCY CENTERS CORP REIT0.51%
ALBEMARLE CORP0.51%
MATADOR RESOURCES COMPANY0.51%

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