Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
26.5%
% of UDI's 36 holdings also in DIVS
25.7%
% of DIVS's 37 holdings also in UDI
Overlap by Weight
Sector Drift (UDI minus DIVS)
Overlapping Holdings
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| Company | Weight in UDI |
Weight in DIVS |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 4.8% | 4.0% | 4.0% |
|
ABBVIE INC | 4.2% | 3.3% | 3.3% |
|
PAYCHEX INC | 4.3% | 2.8% | 2.8% |
|
CME GROUP INC | 2.6% | 2.9% | 2.6% |
 |
MEDTRONIC PLC | 3.4% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to DIVS
|
JPMORGAN CHASE & CO | 5.1% |
|
OLD REPUBLIC INTL CORP | 3.9% |
|
COMCAST CORP-CL A | 3.8% |
|
GOLDMAN SACHS GROUP INC | 3.6% |
|
BANK OF NEW YORK MELLON CORP | 3.4% |
|
JEFFERIES FINANCIAL GROUP INC. | 3.4% |
|
INTERPUBLIC GROUP OF COS INC | 3.3% |
 |
ROYAL BANK OF CANADA | 2.7% |
|
MERCK & CO. INC. | 2.7% |
|
HOST HOTELS & RESORTS INC | 2.6% |
UDI Underweight Relative to DIVS
 |
NOVO NORDISK A/S-B | -3.9% |
|
EATON CORP PLC | -3.8% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -3.2% |
 |
ATLAS COPCO AB CLASS A | -3.2% |
|
EMERSON ELECTRIC CO | -3.2% |
 |
SCHNEIDER ELECTRIC SA | -3.2% |
|
MICROSOFT CORP | -3.0% |
 |
ABB LTD. | -3.0% |
|
AFLAC INC | -3.0% |
|
ARTHUR J GALLAGHER & CO | -2.9% |