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
25%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
TBG
36
HOLDINGS
25%
ALSO IN UDI
UDI
39
HOLDINGS
25%
ALSO IN TBG
SECTOR DRIFT (TBG minus UDI)
OVERLAPPING HOLDINGS
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| Company | Weight in TBG |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
CISCO SYSTEMS INC | 4.2% | 4.3% | 4.2% |
|
JOHNSON & JOHNSON | 3.7% | 4.7% | 3.7% |
|
GILEAD SCIENCES INC | 3.5% | 6.0% | 3.5% |
|
VERIZON COMMUNICATIONS INC | 4.0% | 3.3% | 3.3% |
|
LAMAR ADVERTISING COMPANY CLASS A | 2.4% | 2.6% | 2.4% |
TBG Overweight Relative to UDI
|
SIMON PROPERTY GROUP INC | 4.9% |
|
CHEVRON CORP | 4.2% |
|
PEPSICO INC | 3.6% |
|
BROOKFIELD INFRASTRUCTURE CORPORATIO | 3.3% |
|
LOCKHEED MARTIN CORP | 3.2% |
|
BLACKSTONE GROUP LP/THE | 3.2% |
|
AMERICAN ELECTRIC POWER | 3.1% |
|
ENERGY TRANSFER, L.P. | 3.1% |
|
ENTERPRISE PRODUCTS PARTNERS | 3.0% |
|
KENVUE, INC. | 2.9% |
TBG Underweight Relative to UDI
|
OLD REPUBLIC INTL CORP | -4.8% |
|
ABBVIE INC | -4.5% |
|
PAYCHEX INC | -4.2% |
|
BANK OF NEW YORK MELLON CORP | -4.2% |
|
GOLDMAN SACHS GROUP INC | -4.0% |
 |
MEDTRONIC PLC | -3.9% |
|
STATE STREET CORP | -3.7% |
|
EAST WEST BANCORP INC | -3.4% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.4% |
|
CITIGROUP INC | -3.0% |