Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
13.3%
% of HDV's 75 holdings also in UDI
28.6%
% 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 | |
|---|---|---|---|---|
 |
COCA-COLA CO/THE | 4.5% | 4.4% | 4.4% |
|
JOHNSON & JOHNSON | 7.2% | 4.4% | 4.4% |
|
ABBVIE INC | 6.5% | 4.0% | 4.0% |
|
COMCAST CORP-CL A | 2.9% | 3.4% | 2.9% |
|
TEXAS INSTRUMENTS INC | 2.7% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to UDI
|
EXXON MOBIL CORP | 10.1% |
|
CHEVRON CORP | 7.0% |
|
VERIZON COMMUNICATIONS INC | 6.7% |
|
PHILIP MORRIS INTERNATIONAL | 4.8% |
|
ALTRIA GROUP INC | 4.1% |
|
PEPSICO INC | 4.1% |
|
JOHNSON & JOHNSON | 2.9% |
|
ABBVIE INC | 2.5% |
|
CONOCOPHILLIPS | 2.1% |
|
DUKE ENERGY CORP | 1.9% |
HDV Underweight Relative to UDI
|
GOLDMAN SACHS GROUP INC | -4.1% |
|
JPMORGAN CHASE & CO | -3.8% |
|
OLD REPUBLIC INTL CORP | -3.8% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.6% |
|
BANK OF NEW YORK MELLON CORP | -3.6% |
|
PAYCHEX INC | -3.6% |
|
BROADCOM INC. | -3.5% |
|
CISCO SYSTEMS INC | -3.3% |
|
GILEAD SCIENCES INC | -3.3% |
|
INTERPUBLIC GROUP OF COS INC | -3.1% |