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   

11

Number of overlapping holdings

11.0%

% of SCHD's 104 holdings also in UDI

32.4%

% of UDI's 34 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
BROADCOM INC. 5.0% 4.4% 4.4%
ABBVIE INC 4.7% 4.2% 4.2%
COCA-COLA CO/THE 3.8% 4.3% 3.8%
CISCO SYSTEMS INC 3.8% 3.6% 3.6%
TEXAS INSTRUMENTS INC 3.9% 3.6% 3.6%

Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to UDI
HOME DEPOT INC 4.3%
AMGEN INC 4.0%
VERIZON COMMUNICATIONS INC 4.0%
CHEVRON CORP 4.0%
PEPSICO INC 3.7%
BLACKROCK INC 3.4%
AUTOMATIC DATA PROCESSING 3.1%
LOCKHEED MARTIN CORP 2.8%
BLACKSTONE GROUP LP/THE 2.8%
ALTRIA GROUP INC 2.1%
SCHD Underweight Relative to UDI
JPMORGAN CHASE & CO -5.0%
JOHNSON & JOHNSON -4.1%
OLD REPUBLIC INTL CORP -3.9%
COMCAST CORP-CL A -3.8%
GOLDMAN SACHS GROUP INC -3.6%
MEDTRONIC PLC -3.5%
BANK OF NEW YORK MELLON CORP -3.5%
JEFFERIES FINANCIAL GROUP INC. -3.4%
PAYCHEX INC -3.2%
INTERPUBLIC GROUP OF COS INC -3.1%
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