Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
25.0%
% of PZLD's 29 holdings also in UDI
23.5%
% of UDI's 36 holdings also in PZLD
Overlap by Weight
Sector Drift (PZLD minus UDI)
Overlapping Holdings
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| Company | Weight in PZLD |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 11.9% | 5.1% | 5.1% |
|
COMCAST CORP-CL A | 4.7% | 3.8% | 3.8% |
|
JOHNSON & JOHNSON | 3.1% | 4.1% | 3.1% |
 |
MEDTRONIC PLC | 3.1% | 3.4% | 3.1% |
|
ABBVIE INC | 3.1% | 4.2% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
PZLD Overweight Relative to UDI
|
T ROWE PRICE GROUP INC | 11.9% |
|
JPMORGAN CHASE & CO | 6.8% |
|
REALTY INCOME CORP | 4.1% |
|
CHEVRON CORP | 3.7% |
|
EXXON MOBIL CORP | 3.7% |
|
ABBOTT LABORATORIES | 3.1% |
|
BRISTOL-MYERS SQUIBB CO | 3.1% |
|
UNITEDHEALTH GROUP INC | 3.1% |
|
PROCTER & GAMBLE CO/THE | 2.5% |
|
NEXTERA ENERGY GROUP | 2.5% |
PZLD Underweight Relative to UDI
|
PAYCHEX INC | -4.3% |
|
OLD REPUBLIC INTL CORP | -3.9% |
|
TEXAS INSTRUMENTS INC | -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 | -3.3% |
|
BROADCOM INC. | -3.0% |
 |
ROYAL BANK OF CANADA | -2.7% |
|
MERCK & CO. INC. | -2.7% |