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
19
Number of overlapping holdings
19.0%
% of CDC's 103 holdings also in UPGD
38.0%
% of UPGD's 50 holdings also in CDC
Overlap by Weight
Sector Drift (CDC minus UPGD)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in CDC |
Weight in UPGD |
Overlap | |
---|---|---|---|---|
KRAFT HEINZ COMPANY | 1.5% | 1.9% | 1.5% | |
KIMBERLY-CLARK CORP | 1.4% | 2.2% | 1.4% | |
KELLOGG CO | 1.3% | 2.1% | 1.3% | |
KINDER MORGAN INC | 1.3% | 2.1% | 1.3% | |
CONSOLIDATED EDISON INC | 1.3% | 2.1% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
CDC Overweight Relative to UPGD
COCA-COLA CO/THE | 1.8% | |
INTL BUSINESS MACHINES CORP | 1.7% | |
DARDEN RESTAURANTS INC | 1.4% | |
ABBVIE INC | 1.3% | |
PPL CORPORATION | 1.3% | |
PHILIP MORRIS INTERNATIONAL | 1.3% | |
DUKE ENERGY CORP | 1.3% | |
DTE ENERGY COMPANY | 1.3% | |
ALTRIA GROUP INC | 1.3% | |
CME GROUP INC | 1.3% |
CDC Underweight Relative to UPGD
NRG ENERGY INC | -3.1% | |
SNAP, INC. CLASS A | -2.8% | |
WATSCO INC | -2.4% | |
TRANE TECHNOLOGIES PLC | -2.3% | |
AVANGRID, INC. | -2.2% | |
HUBBELL INCORPORATED CLASS B | -2.2% | |
MCCORMICK & CO-NON VTG SHRS | -2.1% | |
ROLLINS INC | -2.1% | |
LENNOX INTERNATIONAL INC | -2.1% | |
3M CO | -2.0% |