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
20%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
MDLV
35
HOLDINGS
26%
ALSO IN UDI
UDI
43
HOLDINGS
23%
ALSO IN MDLV
SECTOR DRIFT (MDLV minus UDI)
OVERLAPPING HOLDINGS
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| Company | Weight in MDLV |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JOHNSON & JOHNSON | 2.9% | 4.1% | 2.9% |
|
CITIGROUP INC | 4.5% | 2.7% | 2.7% |
|
CME GROUP INC | 2.8% | 2.6% | 2.6% |
|
VERIZON COMMUNICATIONS INC | 2.6% | 2.4% | 2.4% |
|
ENTERGY CORP | 3.6% | 2.4% | 2.4% |
MDLV Overweight Relative to UDI
|
EXXON MOBIL CORP | 4.0% |
|
INTL BUSINESS MACHINES CORP | 3.5% |
|
CUMMINS INC | 3.4% |
|
AT&T INC | 3.2% |
|
CHEVRON CORP | 3.1% |
|
WEC ENERGY GROUP INC | 3.1% |
 |
PEMBINA PIPELINE CORP | 3.0% |
|
STATE STREET SPDR BLOOMBERG 1-3 MONT | 2.9% |
|
LOCKHEED MARTIN CORP | 2.8% |
|
GENERAL DYNAMICS CORP | 2.8% |
MDLV Underweight Relative to UDI
|
STATE STREET CORP | -4.2% |
|
CONOCOPHILLIPS | -4.0% |
|
ABBVIE INC | -3.7% |
|
EAST WEST BANCORP INC | -3.5% |
|
PHILLIPS 66 | -3.1% |
|
LAMAR ADVERTISING COMPANY CLASS A | -3.0% |
|
EXELON CORP | -3.0% |
|
OLD REPUBLIC INTL CORP | -2.9% |
|
CANADIAN NATURAL RESOURCES | -2.9% |
|
BANK OF AMERICA CORP | -2.5% |