Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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4
Number of overlapping holdings
11.8%
% of UDI's 36 holdings also in ABEQ
22.2%
% of ABEQ's 24 holdings also in UDI
Overlap by Weight
Sector Drift (UDI minus ABEQ)
Overlapping Holdings
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| Company | Weight in UDI |
Weight in ABEQ |
Overlap | |
|---|---|---|---|---|
 |
COMCAST CORP-CL A | 3.8% | 4.2% | 3.8% |
 |
MEDTRONIC PLC | 3.4% | 4.8% | 3.4% |
|
CISCO SYSTEMS INC | 3.5% | 3.1% | 3.1% |
|
MERCK & CO. INC. | 2.7% | 5.2% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to ABEQ
|
JPMORGAN CHASE & CO | 5.1% |
|
BROADCOM INC. | 4.8% |
|
PAYCHEX INC | 4.3% |
|
COCA-COLA CO/THE | 4.2% |
|
ABBVIE INC | 4.2% |
|
JOHNSON & JOHNSON | 4.1% |
|
OLD REPUBLIC INTL CORP | 3.9% |
|
TEXAS INSTRUMENTS INC | 3.8% |
|
GOLDMAN SACHS GROUP INC | 3.6% |
|
BANK OF NEW YORK MELLON CORP | 3.4% |
UDI Underweight Relative to ABEQ
|
BERKSHIRE HATHAWAY INC-CL B | -11.3% |
 |
AGNICO-EAGLE MINES LTD | -6.9% |
|
LOEWS CORP | -6.7% |
 |
UNILEVER PLC-SPONSORED ADR | -6.0% |
|
ENBRIDGE INC | -5.0% |
|
DUPONT DE NEMOURS INC | -4.9% |
|
TRAVELERS COS INC/THE | -3.9% |
|
VERIZON COMMUNICATIONS INC | -3.7% |
|
EQUITY COMMONWEALTH | -3.6% |
|
EOG RESOURCES, INC. | -3.5% |