Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
27.0%
% of BBLU's 37 holdings also in UDI
29.4%
% of UDI's 36 holdings also in BBLU
Overlap by Weight
Sector Drift (BBLU minus UDI)
Overlapping Holdings
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| Company | Weight in BBLU |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.9% | 5.1% | 3.9% |
|
BROADCOM INC. | 3.0% | 4.8% | 3.0% |
|
COCA-COLA CO/THE | 2.5% | 4.2% | 2.5% |
|
CISCO SYSTEMS INC | 2.5% | 3.5% | 2.5% |
|
MERCK & CO. INC. | 2.5% | 2.7% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
BBLU Overweight Relative to UDI
|
META PLATFORMS INC | 4.1% |
|
MICROSOFT CORP | 3.9% |
|
ELI LILLY & CO | 3.9% |
|
VISA INC. CLASS A | 3.7% |
|
NVIDIA CORP | 3.5% |
|
APPLE INC | 2.9% |
|
WALT DISNEY CO/THE | 2.8% |
|
WELLS FARGO & CO | 2.8% |
|
RAYTHEON TECHNOLOGIES CORPORATION | 2.7% |
|
EXXON MOBIL CORP | 2.7% |
BBLU Underweight Relative to UDI
|
PAYCHEX INC | -4.3% |
|
ABBVIE INC | -4.2% |
|
OLD REPUBLIC INTL CORP | -3.9% |
|
TEXAS INSTRUMENTS INC | -3.8% |
|
GOLDMAN SACHS GROUP INC | -3.6% |
 |
MEDTRONIC PLC | -3.4% |
|
BANK OF NEW YORK MELLON CORP | -3.4% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.4% |
|
INTERPUBLIC GROUP OF COS INC | -3.3% |
 |
ROYAL BANK OF CANADA | -2.7% |