Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
17.5%
% of QDIV's 64 holdings also in UPGD
22.0%
% of UPGD's 50 holdings also in QDIV
Overlap by Weight
Sector Drift (QDIV minus UPGD)
Overlapping Holdings
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| Company | Weight in QDIV |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
RALPH LAUREN CORP | 1.8% | 1.7% | 1.7% |
|
KELLOGG CO | 1.7% | 2.1% | 1.7% |
|
KIMBERLY-CLARK CORP | 1.6% | 2.2% | 1.6% |
|
HERSHEY CO/THE | 1.6% | 2.0% | 1.6% |
|
LYONDELLBASELL INDU-CL A | 1.6% | 2.0% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
QDIV Overweight Relative to UPGD
|
QUALCOMM INC | 2.0% |
 |
GARMIN LTD | 1.9% |
|
HARTFORD FINANCIAL SVCS GRP | 1.9% |
|
EMERSON ELECTRIC CO | 1.9% |
|
VALERO ENERGY CORP | 1.8% |
|
INTL FLAVORS & FRAGRANCES | 1.8% |
|
MERCK & CO. INC. | 1.8% |
|
EBAY INC | 1.8% |
|
NETAPP INC | 1.8% |
|
TAPESTRY, INC. | 1.7% |
QDIV Underweight Relative to UPGD
|
NRG ENERGY INC | -3.1% |
|
SNAP, INC. CLASS A | -2.8% |
|
WATSCO INC | -2.4% |
 |
TRANE TECHNOLOGIES PLC | -2.3% |
|
SOUTHERN CO | -2.2% |
|
AVANGRID, INC. | -2.2% |
|
HUBBELL INCORPORATED CLASS B | -2.2% |
|
MCCORMICK & CO-NON VTG SHRS | -2.1% |
|
ROLLINS INC | -2.1% |
|
INTERNATIONAL PAPER CO | -2.1% |