Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
13.0%
% of OUSA's 100 holdings also in UDI
37.1%
% of UDI's 36 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 | 4.5% | 3.8% | 3.8% |
|
BROADCOM INC. | 4.4% | 3.5% | 3.5% |
|
COMCAST CORP-CL A | 3.7% | 3.4% | 3.4% |
|
JOHNSON & JOHNSON | 1.9% | 4.4% | 1.9% |
|
ABBVIE INC | 1.6% | 4.0% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
OUSA Overweight Relative to UDI
|
MICROSOFT CORP | 5.7% |
|
APPLE INC | 5.4% |
|
VERIZON COMMUNICATIONS INC | 4.2% |
|
ELI LILLY & CO | 3.7% |
|
VISA INC. CLASS A | 3.7% |
|
HOME DEPOT INC | 3.2% |
|
MASTERCARD INCORPORATED CLASS A | 3.1% |
|
UNITEDHEALTH GROUP INC | 2.7% |
|
NEXTERA ENERGY GROUP | 1.8% |
|
PROCTER & GAMBLE CO/THE | 1.7% |
OUSA Underweight Relative to UDI
|
GOLDMAN SACHS GROUP INC | -4.1% |
|
PAYCHEX INC | -4.0% |
|
OLD REPUBLIC INTL CORP | -4.0% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.6% |
|
BANK OF NEW YORK MELLON CORP | -3.6% |
|
COCA-COLA CO/THE | -3.3% |
|
INTERPUBLIC GROUP OF COS INC | -3.1% |
|
HOST HOTELS & RESORTS INC | -3.0% |
 |
ROYAL BANK OF CANADA | -2.9% |
 |
MEDTRONIC PLC | -2.8% |