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
24%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
RAFE
233
HOLDINGS
9%
ALSO IN UDI
UDI
38
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 | 3.1% | 3.6% | 3.1% |
|
JOHNSON & JOHNSON | 2.8% | 4.4% | 2.8% |
|
CISCO SYSTEMS INC | 2.7% | 4.2% | 2.7% |
|
CITIGROUP INC | 2.4% | 2.2% | 2.2% |
|
VERIZON COMMUNICATIONS INC | 2.0% | 3.4% | 2.0% |
RAFE Overweight Relative to UDI
|
APPLE INC | 5.6% |
|
MICROSOFT CORP | 4.5% |
|
PROCTER & GAMBLE CO/THE | 2.5% |
|
AT&T INC | 2.3% |
|
INTEL CORP | 2.2% |
|
WELLS FARGO & CO | 2.0% |
|
BRISTOL-MYERS SQUIBB CO | 1.8% |
|
INTL BUSINESS MACHINES CORP | 1.7% |
|
GENERAL MOTORS CO | 1.4% |
|
HOME DEPOT INC | 1.3% |
RAFE Underweight Relative to UDI
|
GILEAD SCIENCES INC | -5.0% |
|
PAYCHEX INC | -4.7% |
|
OLD REPUBLIC INTL CORP | -4.4% |
 |
MEDTRONIC PLC | -4.0% |
|
BANK OF NEW YORK MELLON CORP | -3.2% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.0% |
|
EAST WEST BANCORP INC | -2.9% |
|
ABBVIE INC | -2.8% |
|
STATE STREET CORP | -2.8% |
|
CME GROUP INC | -2.6% |