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   

23

Number of overlapping holdings

5.5%

% of DGRO's 420 holdings also in UDI

67.6%

% of UDI's 34 holdings also in DGRO

Overlap by Weight
Sector Drift (DGRO minus UDI)
Overlapping Holdings

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Company Weight
in DGRO
Weight
in UDI
Overlap
BROADCOM INC. 3.1% 4.4% 3.1%
JPMORGAN CHASE & CO 3.1% 5.0% 3.1%
ABBVIE INC 2.9% 4.2% 2.9%
JOHNSON & JOHNSON 2.7% 4.1% 2.7%
MERCK & CO. INC. 2.1% 2.7% 2.1%

Position Highlights (Non-Overlapping Exposures)
DGRO Overweight Relative to UDI
MICROSOFT CORP 3.1%
EXXON MOBIL CORP 2.8%
CHEVRON CORP 2.7%
APPLE INC 2.6%
PROCTER & GAMBLE CO/THE 2.2%
HOME DEPOT INC 2.1%
INTL BUSINESS MACHINES CORP 1.6%
PEPSICO INC 1.6%
UNITEDHEALTH GROUP INC 1.5%
MCDONALD'S CORP 1.1%
DGRO Underweight Relative to UDI
PAYCHEX INC -4.4%
OLD REPUBLIC INTL CORP -3.9%
TEXAS INSTRUMENTS INC -3.6%
JEFFERIES FINANCIAL GROUP INC. -3.4%
INTERPUBLIC GROUP OF COS INC -3.3%
BANK OF NEW YORK MELLON CORP -3.1%
ROYAL BANK OF CANADA -2.8%
COMCAST CORP-CL A -2.7%
GOLDMAN SACHS GROUP INC -2.7%
MEDTRONIC PLC -2.6%
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