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
20
# OF OVERLAPPING
HOLDINGS
RAFE
263
HOLDINGS
9%
ALSO IN UDI
UDI
39
HOLDINGS
56%
ALSO IN RAFE
SECTOR DRIFT (RAFE 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 RAFE |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.8% | 4.4% | 3.8% |
|
CITIGROUP INC | 3.2% | 3.0% | 3.0% |
|
JOHNSON & JOHNSON | 3.0% | 4.7% | 3.0% |
|
CISCO SYSTEMS INC | 2.9% | 4.3% | 2.9% |
|
VERIZON COMMUNICATIONS INC | 2.0% | 3.3% | 2.0% |
RAFE Overweight Relative to UDI
|
MICROSOFT CORP | 5.6% |
|
APPLE INC | 5.6% |
|
INTEL CORP | 2.5% |
|
AT&T INC | 2.5% |
|
PROCTER & GAMBLE CO/THE | 2.3% |
|
WELLS FARGO & CO | 2.2% |
|
BROADCOM INC. | 2.0% |
|
GENERAL MOTORS CO | 1.7% |
|
INTL BUSINESS MACHINES CORP | 1.6% |
|
ORACLE CORP | 1.5% |
RAFE Underweight Relative to UDI
|
GILEAD SCIENCES INC | -4.9% |
|
OLD REPUBLIC INTL CORP | -4.8% |
|
PAYCHEX INC | -4.1% |
 |
MEDTRONIC PLC | -3.9% |
|
BANK OF NEW YORK MELLON CORP | -3.9% |
|
STATE STREET CORP | -3.5% |
|
EAST WEST BANCORP INC | -3.4% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.4% |
|
ABBVIE INC | -2.8% |
|
GOLDMAN SACHS GROUP INC | -2.8% |