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
OVERLAP
30%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
CGDV
57
HOLDINGS
31%
ALSO IN YLDE
YLDE
57
HOLDINGS
31%
ALSO IN CGDV
SECTOR DRIFT (CGDV minus YLDE)
OVERLAPPING HOLDINGS
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| Company | Weight in CGDV |
Weight in YLDE |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.5% | 3.9% | 3.9% |
|
BROADCOM INC. | 5.6% | 3.7% | 3.7% |
|
ALPHABET INC. CLASS A | 3.4% | 3.8% | 3.4% |
|
UNION PACIFIC CORP | 2.2% | 2.3% | 2.2% |
|
JPMORGAN CHASE & CO | 2.1% | 2.3% | 2.1% |
CGDV Overweight Relative to YLDE
|
NVIDIA CORP | 5.4% |
|
CARRIER GLOBAL CORP. | 3.3% |
|
APPLIED MATERIALS INC | 3.1% |
|
ELI LILLY & CO | 2.9% |
|
GE AEROSPACE | 2.8% |
|
UNITEDHEALTH GROUP INC | 2.7% |
 |
BRITISH AMERICAN TOBACCO PLC | 2.6% |
|
STARBUCKS CORP | 2.5% |
|
ROYAL CARIBBEAN CRUISES LTD | 2.4% |
|
CISCO SYSTEMS INC | 2.4% |
CGDV Underweight Relative to YLDE
|
WILLIAMS COS INC | -4.6% |
|
TEXAS INSTRUMENTS INC | -2.9% |
 |
NESTLE SA-SPONS ADR | -2.9% |
|
UNILEVER PLC-SPONSORED ADR | -2.6% |
|
PUBLIC STORAGE | -2.4% |
|
AIR PRODUCTS & CHEMICALS INC | -2.0% |
|
BECTON DICKINSON AND CO | -2.0% |
|
MARSH & MCLENNAN COS | -2.0% |
|
AUTOMATIC DATA PROCESSING | -1.9% |
|
SEMPRA ENERGY | -1.9% |