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   

30

Number of overlapping holdings

7.5%

% of DIVB's 407 holdings also in UDI

88.2%

% of UDI's 34 holdings also in DIVB

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

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Company Weight
in DIVB
Weight
in UDI
Overlap
BROADCOM INC. 6.4% 4.4% 4.4%
CISCO SYSTEMS INC 4.6% 3.6% 3.6%
TEXAS INSTRUMENTS INC 2.5% 3.6% 2.5%
JPMORGAN CHASE & CO 2.0% 5.0% 2.0%
COMCAST CORP-CL A 1.7% 3.8% 1.7%

Position Highlights (Non-Overlapping Exposures)
DIVB Overweight Relative to UDI
INTL BUSINESS MACHINES CORP 2.9%
QUALCOMM INC 2.8%
EXXON MOBIL CORP 2.5%
BROADCOM INC. 2.0%
HOME DEPOT INC 2.0%
PROCTER & GAMBLE CO/THE 1.9%
CHEVRON CORP 1.9%
WELLS FARGO & CO 1.9%
LOWE'S COS INC 1.7%
BRISTOL-MYERS SQUIBB CO 1.4%
DIVB Underweight Relative to UDI
PAYCHEX INC -4.2%
OLD REPUBLIC INTL CORP -3.8%
COCA-COLA CO/THE -3.5%
JEFFERIES FINANCIAL GROUP INC. -3.4%
INTERPUBLIC GROUP OF COS INC -3.3%
BANK OF NEW YORK MELLON CORP -3.1%
MEDTRONIC PLC -3.0%
JPMORGAN CHASE & CO -3.0%
ROYAL BANK OF CANADA -2.8%
GOLDMAN SACHS GROUP INC -2.8%
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