Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
SCHD
102
HOLDINGS
9%
ALSO IN UDI
UDI
41
HOLDINGS
23%
ALSO IN SCHD
SECTOR DRIFT (SCHD minus UDI)
OVERLAPPING HOLDINGS
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| Company | Weight in SCHD |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
CONOCOPHILLIPS | 4.2% | 3.5% | 3.5% |
|
VERIZON COMMUNICATIONS INC | 4.1% | 2.8% | 2.8% |
|
TEXAS INSTRUMENTS INC | 3.3% | 2.5% | 2.5% |
|
COCA-COLA CO/THE | 4.3% | 2.1% | 2.1% |
|
PAYCHEX INC | 0.9% | 2.3% | 0.9% |
SCHD Overweight Relative to UDI
|
MERCK & CO. INC. | 4.8% |
|
ABBOTT LABORATORIES | 4.4% |
|
CHEVRON CORP | 4.3% |
|
AMGEN INC | 4.2% |
|
PROCTER & GAMBLE CO/THE | 3.9% |
|
UNITEDHEALTH GROUP INC | 3.8% |
|
HOME DEPOT INC | 3.7% |
|
PEPSICO INC | 3.6% |
|
BRISTOL-MYERS SQUIBB CO | 3.3% |
|
ALTRIA GROUP INC | 2.9% |
SCHD Underweight Relative to UDI
|
JOHNSON & JOHNSON | -4.1% |
|
STATE STREET CORP | -3.8% |
|
ABBVIE INC | -3.8% |
|
LAMAR ADVERTISING COMPANY CLASS A | -3.2% |
 |
MEDTRONIC PLC | -3.1% |
|
EAST WEST BANCORP INC | -3.0% |
|
CITIGROUP INC | -3.0% |
|
CISCO SYSTEMS INC | -3.0% |
|
EXELON CORP | -2.9% |
|
PHILLIPS 66 | -2.9% |