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
OVERLAP
28%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
FDV
51
HOLDINGS
27%
ALSO IN UDI
UDI
39
HOLDINGS
36%
ALSO IN FDV
SECTOR DRIFT (FDV 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 FDV |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 4.0% | 4.5% | 4.0% |
|
GILEAD SCIENCES INC | 3.0% | 6.0% | 3.0% |
|
JOHNSON & JOHNSON | 2.9% | 4.7% | 2.9% |
|
VERIZON COMMUNICATIONS INC | 2.7% | 3.3% | 2.7% |
|
BANK OF NEW YORK MELLON CORP | 2.6% | 4.2% | 2.6% |
FDV Overweight Relative to UDI
|
AMGEN INC | 3.5% |
|
PNC FINANCIAL SERVICES GROUP | 3.2% |
|
MORGAN STANLEY | 3.1% |
|
CHEVRON CORP | 3.1% |
|
DUKE ENERGY CORP | 2.9% |
|
EVERGY, INC. | 2.9% |
|
PHILIP MORRIS INTERNATIONAL | 2.7% |
|
TRUIST FINANCIAL CORPORATION | 2.5% |
|
AMERICAN ELECTRIC POWER | 2.4% |
|
SOUTHERN CO | 2.4% |
FDV Underweight Relative to UDI
|
OLD REPUBLIC INTL CORP | -4.8% |
|
JPMORGAN CHASE & CO | -4.4% |
|
GOLDMAN SACHS GROUP INC | -4.0% |
 |
MEDTRONIC PLC | -3.9% |
|
STATE STREET CORP | -3.7% |
|
EAST WEST BANCORP INC | -3.4% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.4% |
|
GILEAD SCIENCES INC | -3.0% |
|
CITIGROUP INC | -3.0% |
|
CME GROUP INC | -2.7% |