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
18.9%
% of BMVP's 53 holdings also in UPGD
20.0%
% of UPGD's 50 holdings also in BMVP
Overlap by Weight
Sector Drift (BMVP minus UPGD)
Overlapping Holdings
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| Company | Weight in BMVP |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
RTX CORP | 2.1% | 2.3% | 2.1% |
|
KIMBERLY-CLARK CORP | 2.1% | 2.3% | 2.1% |
|
JOHNSON & JOHNSON | 2.1% | 2.2% | 2.1% |
|
AUTOMATIC DATA PROCESSING | 1.9% | 2.1% | 1.9% |
|
AMCOR PLC | 1.9% | 2.0% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
BMVP Overweight Relative to UPGD
|
CENCORA INC | 2.4% |
|
CARDINAL HEALTH INC | 2.2% |
|
GILEAD SCIENCES INC | 2.2% |
|
VICI PROPERTIES INC | 2.1% |
|
EVERGY, INC. | 2.1% |
|
PROGRESSIVE CORP | 2.1% |
|
QUEST DIAGNOSTICS | 2.1% |
|
INTL BUSINESS MACHINES CORP | 2.1% |
|
CHENIERE ENERGY INC | 2.1% |
|
EBAY INC | 2.0% |
BMVP Underweight Relative to UPGD
|
NORTHROP GRUMMAN CORP | -2.7% |
|
CONSOLIDATED EDISON INC | -2.6% |
|
EXELON CORP | -2.4% |
|
KROGER CO | -2.4% |
|
FAIR ISAAC CORP | -2.4% |
|
HORMEL FOODS CORP | -2.4% |
|
ALBERTSONS COMPANIES, INC. CLASS A | -2.3% |
|
VERIZON COMMUNICATIONS INC | -2.3% |
|
WEC ENERGY GROUP INC | -2.3% |
|
CONAGRA FOODS INC | -2.3% |