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
24%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
HDV
75
HOLDINGS
17%
ALSO IN UDI
UDI
38
HOLDINGS
36%
ALSO IN HDV
SECTOR DRIFT (HDV 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 HDV |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JOHNSON & JOHNSON | 6.8% | 4.7% | 4.7% |
|
ABBVIE INC | 6.3% | 4.5% | 4.5% |
|
CISCO SYSTEMS INC | 3.1% | 4.3% | 3.1% |
|
TEXAS INSTRUMENTS INC | 2.1% | 2.1% | 2.1% |
|
GILEAD SCIENCES INC | 1.9% | 6.0% | 1.9% |
HDV Overweight Relative to UDI
|
EXXON MOBIL CORP | 8.7% |
|
CHEVRON CORP | 5.8% |
|
HOME DEPOT INC | 5.0% |
|
AT&T INC | 4.0% |
|
PEPSICO INC | 3.9% |
|
ALTRIA GROUP INC | 3.7% |
|
PHILIP MORRIS INTERNATIONAL | 3.6% |
|
INTL BUSINESS MACHINES CORP | 2.7% |
|
MERCK & CO. INC. | 2.4% |
|
AMGEN INC | 2.3% |
HDV Underweight Relative to UDI
|
OLD REPUBLIC INTL CORP | -4.7% |
|
JPMORGAN CHASE & CO | -4.4% |
|
BANK OF NEW YORK MELLON CORP | -4.2% |
|
GILEAD SCIENCES INC | -4.1% |
|
GOLDMAN SACHS GROUP INC | -4.0% |
|
STATE STREET CORP | -3.7% |
|
PAYCHEX INC | -3.7% |
|
EAST WEST BANCORP INC | -3.4% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.4% |
|
VERIZON COMMUNICATIONS INC | -3.3% |