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
17%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
HDV
74
HOLDINGS
15%
ALSO IN UDI
UDI
41
HOLDINGS
28%
ALSO IN HDV
SECTOR DRIFT (HDV minus UDI)
OVERLAPPING HOLDINGS
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| Company | Weight in HDV |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 6.1% | 3.8% | 3.8% |
|
VERIZON COMMUNICATIONS INC | 5.7% | 2.8% | 2.8% |
|
MCDONALD'S CORP | 2.1% | 2.5% | 2.1% |
|
COCA-COLA CO/THE | 4.0% | 2.1% | 2.1% |
|
CONOCOPHILLIPS | 2.0% | 3.5% | 2.0% |
HDV Overweight Relative to UDI
|
EXXON MOBIL HOLDING CORP | 7.8% |
|
CHEVRON CORP | 6.3% |
|
PFIZER INC | 4.7% |
|
MERCK & CO. INC. | 4.4% |
|
PROCTER & GAMBLE CO/THE | 4.4% |
|
HOME DEPOT INC | 4.2% |
|
PHILIP MORRIS INTERNATIONAL | 4.1% |
|
PEPSICO INC | 3.3% |
|
ALTRIA GROUP INC | 3.0% |
|
AMGEN INC | 3.0% |
HDV Underweight Relative to UDI
|
JOHNSON & JOHNSON | -4.1% |
|
STATE STREET CORP | -3.8% |
|
EAST WEST BANCORP INC | -3.5% |
|
LAMAR ADVERTISING COMPANY CLASS A | -3.2% |
|
CITIGROUP INC | -3.0% |
|
CISCO SYSTEMS INC | -3.0% |
|
EXELON CORP | -2.9% |
|
PHILLIPS 66 | -2.9% |
|
HOST HOTELS & RESORTS INC | -2.7% |
|
US BANCORP | -2.6% |