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
11
Number of overlapping holdings
14.9%
% of HDV's 75 holdings also in UDI
32.4%
% of UDI's 36 holdings also in HDV
Overlap by Weight
Sector Drift (HDV minus UDI)
Overlapping Holdings
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| Company | Weight in HDV |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 5.2% | 4.2% | 4.2% |
|
JOHNSON & JOHNSON | 5.5% | 4.1% | 4.1% |
|
COCA-COLA CO/THE | 3.7% | 4.2% | 3.7% |
|
CISCO SYSTEMS INC | 3.2% | 3.5% | 3.2% |
|
MERCK & CO. INC. | 4.1% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to UDI
|
EXXON MOBIL CORP | 8.7% |
|
CHEVRON CORP | 6.7% |
|
VERIZON COMMUNICATIONS INC | 5.8% |
|
PHILIP MORRIS INTERNATIONAL | 4.3% |
|
PEPSICO INC | 3.8% |
|
ALTRIA GROUP INC | 3.6% |
|
INTL BUSINESS MACHINES CORP | 2.9% |
|
WELLS FARGO & CO | 2.7% |
|
CONOCOPHILLIPS | 2.2% |
|
PIONEER NATURAL RESOURCES CO | 1.7% |
HDV Underweight Relative to UDI
|
JPMORGAN CHASE & CO | -5.1% |
|
BROADCOM INC. | -4.8% |
|
OLD REPUBLIC INTL CORP | -3.7% |
|
PAYCHEX INC | -3.7% |
|
GOLDMAN SACHS GROUP INC | -3.6% |
|
BANK OF NEW YORK MELLON CORP | -3.4% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.4% |
|
INTERPUBLIC GROUP OF COS INC | -3.3% |
 |
ROYAL BANK OF CANADA | -2.7% |
|
HOST HOTELS & RESORTS INC | -2.6% |