Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
16.7%
% of UDI's 38 holdings also in GSIB
22.2%
% of GSIB's 27 holdings also in UDI
Overlap by Weight
Sector Drift (UDI minus GSIB)
Overlapping Holdings
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| Company | Weight in UDI |
Weight in GSIB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.6% | 4.0% | 3.6% |
|
BANK OF NEW YORK MELLON CORP | 3.5% | 3.8% | 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% | 3.4% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
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
 |
BANCO SANTANDER SA-SPON ADR | -4.1% |
 |
ROYAL BANK OF CANADA | -4.1% |
|
TORONTO-DOMINION BANK | -4.0% |
 |
CREDIT AGRICOLE SA | -3.9% |
 |
BANK OF CHINA LTD - H | -3.9% |
|
CHINA CONSTRUCTION BANK-H | -3.8% |
|
BANK OF COMMUNICATIONS CO-H | -3.8% |
 |
DEUTSCHE BANK AG-REGISTERED | -3.8% |
|
SOCIETE GENERALE | -3.7% |
 |
ING GROEP N.V.-SPONSORED ADR | -3.7% |