Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
17%

OVERLAP
BY WEIGHT
6

# OF OVERLAPPING
HOLDINGS
UDI
38
HOLDINGS
17%
ALSO IN GSIB
GSIB
27
HOLDINGS
22%
ALSO IN UDI
SECTOR DRIFT (UDI minus GSIB)
OVERLAPPING HOLDINGS

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Company Weight
in UDI
Weight
in GSIB
Overlap
JPMORGAN CHASE & CO 3.6% 3.5% 3.5%
BANK OF NEW YORK MELLON CORP 3.5% 3.6% 3.5%
GOLDMAN SACHS GROUP INC 3.0% 3.6% 3.0%
STATE STREET CORP 2.9% 3.6% 2.9%
BANK OF AMERICA CORP 2.2% 3.5% 2.2%
UDI Overweight Relative to GSIB
GILEAD SCIENCES INC 6.1%
PAYCHEX INC 4.8%
ABBVIE INC 4.5%
OLD REPUBLIC INTL CORP 4.4%
JOHNSON & JOHNSON 4.4%
CISCO SYSTEMS INC 4.2%
MEDTRONIC PLC 4.0%
VERIZON COMMUNICATIONS INC 3.4%
COMCAST CORP-CL A 3.0%
JEFFERIES FINANCIAL GROUP INC. 3.0%
UDI Underweight Relative to GSIB
SOCIETE GENERALE -3.7%
ING GROEP N.V.-SPONSORED ADR -3.6%
BNP PARIBAS-ADR -3.6%
DEUTSCHE BANK AG-REGISTERED -3.6%
CREDIT AGRICOLE SA -3.6%
UBS GROUP AG -3.6%
BARCLAYS PLC-SPONS ADR -3.6%
MORGAN STANLEY -3.6%
MITSUBISHI UFJ FINL GRP-ADR -3.6%
HSBC HOLDINGS PLC-SPONS ADR -3.6%
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