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
22
Number of overlapping holdings
5.4%
% of DGRO's 412 holdings also in UDI
62.9%
% of UDI's 36 holdings also in DGRO
Overlap by Weight
Sector Drift (DGRO minus UDI)
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 DGRO |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.1% | 3.8% | 3.1% |
|
JOHNSON & JOHNSON | 2.9% | 4.4% | 2.9% |
|
ABBVIE INC | 2.6% | 4.0% | 2.6% |
|
BROADCOM INC. | 2.3% | 3.5% | 2.3% |
|
COCA-COLA CO/THE | 1.8% | 4.4% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
DGRO Overweight Relative to UDI
|
EXXON MOBIL CORP | 3.0% |
|
APPLE INC | 3.0% |
|
MICROSOFT CORP | 2.9% |
|
CHEVRON CORP | 2.9% |
|
PROCTER & GAMBLE CO/THE | 2.2% |
|
HOME DEPOT INC | 2.2% |
|
UNITEDHEALTH GROUP INC | 1.8% |
|
PEPSICO INC | 1.7% |
|
INTL BUSINESS MACHINES CORP | 1.5% |
|
AMGEN INC | 1.2% |
DGRO Underweight Relative to UDI
|
PAYCHEX INC | -4.3% |
|
OLD REPUBLIC INTL CORP | -3.9% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.5% |
|
BANK OF NEW YORK MELLON CORP | -3.3% |
|
GOLDMAN SACHS GROUP INC | -3.3% |
|
HOST HOTELS & RESORTS INC | -3.0% |
|
INTERPUBLIC GROUP OF COS INC | -3.0% |
 |
ROYAL BANK OF CANADA | -2.9% |
|
COCA-COLA CO/THE | -2.6% |
|
LAMAR ADVERTISING COMPANY CLASS A | -2.6% |