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   

12

Number of overlapping holdings

4.0%

% of DGRW's 299 holdings also in UDI

35.3%

% of UDI's 34 holdings also in DGRW

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

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Company Weight
in DGRW
Weight
in UDI
Overlap
ABBVIE INC 4.0% 4.2% 4.0%
BROADCOM INC. 3.9% 4.4% 3.9%
JOHNSON & JOHNSON 3.6% 4.1% 3.6%
COCA-COLA CO/THE 2.6% 4.3% 2.6%
CISCO SYSTEMS INC 2.1% 3.6% 2.1%

Position Highlights (Non-Overlapping Exposures)
DGRW Overweight Relative to UDI
MICROSOFT CORP 7.9%
APPLE INC 4.6%
PROCTER & GAMBLE CO/THE 3.0%
HOME DEPOT INC 3.0%
NVIDIA CORP 2.8%
PEPSICO INC 2.2%
UNITEDHEALTH GROUP INC 2.1%
MORGAN STANLEY 1.9%
ELI LILLY & CO 1.8%
MCDONALD'S CORP 1.6%
DGRW Underweight Relative to UDI
JPMORGAN CHASE & CO -5.0%
PAYCHEX INC -4.0%
OLD REPUBLIC INTL CORP -3.9%
COMCAST CORP-CL A -3.8%
MEDTRONIC PLC -3.5%
BANK OF NEW YORK MELLON CORP -3.5%
INTERPUBLIC GROUP OF COS INC -3.4%
JEFFERIES FINANCIAL GROUP INC. -3.3%
ROYAL BANK OF CANADA -2.8%
MERCK & CO. INC. -2.7%
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