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%
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