Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
9
Number of overlapping holdings
24.3%
% of DIVL's 37 holdings also in UDI
25.7%
% of UDI's 36 holdings also in DIVL
Overlap by Weight
Sector Drift (DIVL 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 DIVL |
Weight in UDI |
Overlap | |
---|---|---|---|---|
ABBVIE INC | 3.9% | 4.0% | 3.9% | |
JPMORGAN CHASE & CO | 3.3% | 3.8% | 3.3% | |
JOHNSON & JOHNSON | 3.0% | 4.4% | 3.0% | |
MEDTRONIC PLC | 2.6% | 3.4% | 2.6% | |
TEXAS INSTRUMENTS INC | 4.0% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
DIVL Overweight Relative to UDI
NEXTERA ENERGY GROUP | 4.1% | |
FASTENAL CO | 4.0% | |
MORGAN STANLEY | 4.0% | |
AUTOMATIC DATA PROCESSING | 3.9% | |
HONEYWELL INTERNATIONAL INC | 3.9% | |
EOG RESOURCES, INC. | 3.8% | |
HOME DEPOT INC | 3.7% | |
AMERICAN TOWER CORP-CL A | 3.5% | |
BLACKROCK INC | 3.4% | |
CHEVRON CORP | 3.3% |
DIVL Underweight Relative to UDI
COCA-COLA CO/THE | -4.4% | |
GOLDMAN SACHS GROUP INC | -4.1% | |
OLD REPUBLIC INTL CORP | -4.0% | |
JEFFERIES FINANCIAL GROUP INC. | -3.6% | |
BANK OF NEW YORK MELLON CORP | -3.6% | |
BROADCOM INC. | -3.5% | |
CISCO SYSTEMS INC | -3.3% | |
GILEAD SCIENCES INC | -3.3% | |
PAYCHEX INC | -3.3% | |
INTERPUBLIC GROUP OF COS INC | -3.1% |