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
25%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
PWV
50
HOLDINGS
20%
ALSO IN UDI
UDI
39
HOLDINGS
28%
ALSO IN PWV
SECTOR DRIFT (PWV minus UDI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in PWV |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 3.7% | 4.5% | 3.7% |
|
JOHNSON & JOHNSON | 3.5% | 4.7% | 3.5% |
|
GOLDMAN SACHS GROUP INC | 3.4% | 4.0% | 3.4% |
|
JPMORGAN CHASE & CO | 3.4% | 4.4% | 3.4% |
|
CISCO SYSTEMS INC | 3.2% | 4.3% | 3.2% |
PWV Overweight Relative to UDI
|
INTL BUSINESS MACHINES CORP | 3.9% |
|
MORGAN STANLEY | 3.5% |
|
EXXON MOBIL CORP | 3.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.3% |
|
WELLS FARGO & CO | 3.2% |
|
PROCTER & GAMBLE CO/THE | 3.2% |
|
CHEVRON CORP | 3.2% |
|
AT&T INC | 3.1% |
|
T-MOBILE US, INC. | 3.0% |
|
NEWMONT MINING CORP | 1.7% |
PWV Underweight Relative to UDI
|
OLD REPUBLIC INTL CORP | -4.8% |
|
GILEAD SCIENCES INC | -4.6% |
|
PAYCHEX INC | -4.2% |
|
BANK OF NEW YORK MELLON CORP | -4.2% |
 |
MEDTRONIC PLC | -3.9% |
|
STATE STREET CORP | -3.7% |
|
EAST WEST BANCORP INC | -3.4% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.4% |
|
CITIGROUP INC | -3.0% |
|
HOST HOTELS & RESORTS INC | -2.6% |