Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
10
Number of overlapping holdings
10.1%
% of SCHD's 103 holdings also in UDI
28.6%
% of UDI's 36 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD 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 SCHD |
Weight in UDI |
Overlap | |
---|---|---|---|---|
ABBVIE INC | 4.0% | 4.0% | 4.0% | |
COCA-COLA CO/THE | 3.9% | 4.4% | 3.9% | |
CISCO SYSTEMS INC | 3.9% | 3.3% | 3.3% | |
TEXAS INSTRUMENTS INC | 3.9% | 2.4% | 2.4% | |
PFIZER INC | 3.9% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to UDI
HOME DEPOT INC | 4.2% | |
AMGEN INC | 4.1% | |
UNITED PARCEL SERVICE-CL B | 4.0% | |
BLACKROCK INC | 4.0% | |
CHEVRON CORP | 3.9% | |
LOCKHEED MARTIN CORP | 3.9% | |
VERIZON COMMUNICATIONS INC | 3.8% | |
PEPSICO INC | 3.7% | |
ALTRIA GROUP INC | 3.5% | |
BRISTOL-MYERS SQUIBB CO | 3.5% |
SCHD Underweight Relative to UDI
JOHNSON & JOHNSON | -4.4% | |
GOLDMAN SACHS GROUP INC | -4.1% | |
OLD REPUBLIC INTL CORP | -4.0% | |
JPMORGAN CHASE & CO | -3.8% | |
JEFFERIES FINANCIAL GROUP INC. | -3.6% | |
BANK OF NEW YORK MELLON CORP | -3.6% | |
BROADCOM INC. | -3.5% | |
COMCAST CORP-CL A | -3.4% | |
MEDTRONIC PLC | -3.4% | |
GILEAD SCIENCES INC | -3.3% |