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   

12

Number of overlapping holdings

16.0%

% of HDV's 75 holdings also in UDI

35.3%

% of UDI's 34 holdings also in HDV

Overlap by Weight
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
ABBVIE INC 6.5% 4.2% 4.2%
JOHNSON & JOHNSON 6.0% 4.1% 4.1%
COCA-COLA CO/THE 3.8% 4.3% 3.8%
CISCO SYSTEMS INC 3.3% 3.6% 3.3%
MERCK & CO. INC. 4.6% 2.7% 2.7%

Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to UDI
EXXON MOBIL CORP 8.1%
VERIZON COMMUNICATIONS INC 6.0%
CHEVRON CORP 5.9%
PHILIP MORRIS INTERNATIONAL 4.1%
PEPSICO INC 3.6%
INTL BUSINESS MACHINES CORP 3.6%
ALTRIA GROUP INC 3.5%
WELLS FARGO & CO 3.1%
BRISTOL-MYERS SQUIBB CO 2.5%
ABBVIE INC 2.3%
HDV Underweight Relative to UDI
JPMORGAN CHASE & CO -5.0%
BROADCOM INC. -4.4%
PAYCHEX INC -3.8%
COMCAST CORP-CL A -3.8%
OLD REPUBLIC INTL CORP -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 -3.4%
ROYAL BANK OF CANADA -2.8%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY