Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
12.1%
% of SCHD's 103 holdings also in UDI
33.3%
% of UDI's 38 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus UDI)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 4.0% | 4.5% | 4.0% |
|
CISCO SYSTEMS INC | 3.9% | 4.2% | 3.9% |
|
VERIZON COMMUNICATIONS INC | 4.3% | 3.4% | 3.4% |
|
TEXAS INSTRUMENTS INC | 3.6% | 2.1% | 2.1% |
|
PAYCHEX INC | 2.0% | 4.8% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to UDI
|
CONOCOPHILLIPS | 4.4% |
|
ALTRIA GROUP INC | 4.3% |
|
LOCKHEED MARTIN CORP | 4.2% |
|
HOME DEPOT INC | 4.0% |
|
CHEVRON CORP | 3.9% |
|
AMGEN INC | 3.8% |
|
PEPSICO INC | 3.7% |
|
BRISTOL-MYERS SQUIBB CO | 3.6% |
|
UNITED PARCEL SERVICE-CL B | 3.0% |
|
COCA-COLA CO/THE | 2.7% |
SCHD Underweight Relative to UDI
|
GILEAD SCIENCES INC | -6.1% |
|
JOHNSON & JOHNSON | -4.4% |
|
OLD REPUBLIC INTL CORP | -4.4% |
 |
MEDTRONIC PLC | -4.0% |
|
JPMORGAN CHASE & CO | -3.6% |
|
BANK OF NEW YORK MELLON CORP | -3.5% |
|
GOLDMAN SACHS GROUP INC | -3.0% |
|
COMCAST CORP-CL A | -3.0% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.0% |
|
STATE STREET CORP | -2.9% |