Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
DGRO
397
HOLDINGS
6%
ALSO IN UDI
UDI
38
HOLDINGS
67%
ALSO IN DGRO
SECTOR DRIFT (DGRO minus UDI)
OVERLAPPING HOLDINGS
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| Company | Weight in DGRO |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.2% | 4.4% | 3.2% |
|
JOHNSON & JOHNSON | 3.2% | 4.7% | 3.2% |
|
ABBVIE INC | 3.0% | 4.5% | 3.0% |
|
BANK OF AMERICA CORP | 1.8% | 2.7% | 1.8% |
|
MERCK & CO. INC. | 1.9% | 1.6% | 1.6% |
DGRO Overweight Relative to UDI
|
BROADCOM INC. | 3.5% |
|
APPLE INC | 3.2% |
|
MICROSOFT CORP | 3.0% |
|
EXXON MOBIL CORP | 3.0% |
|
HOME DEPOT INC | 2.3% |
|
PROCTER & GAMBLE CO/THE | 2.1% |
|
UNITEDHEALTH GROUP INC | 2.0% |
|
PEPSICO INC | 1.8% |
|
INTL BUSINESS MACHINES CORP | 1.3% |
|
MORGAN STANLEY | 1.2% |
DGRO Underweight Relative to UDI
|
GILEAD SCIENCES INC | -5.1% |
|
OLD REPUBLIC INTL CORP | -4.7% |
|
PAYCHEX INC | -4.2% |
|
BANK OF NEW YORK MELLON CORP | -3.9% |
|
STATE STREET CORP | -3.5% |
|
EAST WEST BANCORP INC | -3.4% |
|
VERIZON COMMUNICATIONS INC | -3.3% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.3% |
 |
MEDTRONIC PLC | -3.0% |
|
GOLDMAN SACHS GROUP INC | -3.0% |