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   

14

Number of overlapping holdings

14.0%

% of OUSA's 101 holdings also in UDI

41.2%

% of UDI's 34 holdings also in OUSA

Overlap by Weight
Sector Drift (OUSA minus UDI)
Overlapping Holdings

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Company Weight
in OUSA
Weight
in UDI
Overlap
JPMORGAN CHASE & CO 4.1% 5.0% 4.1%
COMCAST CORP-CL A 4.0% 3.8% 3.8%
BROADCOM INC. 3.8% 4.4% 3.8%
JOHNSON & JOHNSON 2.1% 4.1% 2.1%
ABBVIE INC 1.7% 4.2% 1.7%

Position Highlights (Non-Overlapping Exposures)
OUSA Overweight Relative to UDI
MICROSOFT CORP 5.6%
APPLE INC 4.6%
VERIZON COMMUNICATIONS INC 4.3%
VISA INC. CLASS A 4.1%
ELI LILLY & CO 3.5%
HOME DEPOT INC 3.5%
MASTERCARD INCORPORATED CLASS A 3.4%
UNITEDHEALTH GROUP INC 2.6%
MCDONALD'S CORP 2.0%
ACCENTURE PLC-CL A 1.8%
OUSA Underweight Relative to UDI
PAYCHEX INC -4.1%
OLD REPUBLIC INTL CORP -3.8%
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%
COCA-COLA CO/THE -3.2%
MEDTRONIC PLC -3.0%
ROYAL BANK OF CANADA -2.8%
CME GROUP INC -2.5%
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