Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
19.0%
% of CDL's 102 holdings also in UPGD
38.0%
% of UPGD's 50 holdings also in CDL
Overlap by Weight
Sector Drift (CDL minus UPGD)
Overlapping Holdings
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| Company | Weight in CDL |
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 | 1.2% | 2.1% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
CDL 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% |
CDL 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% |