Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
20%
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in UDI |
Weight in GSIB |
Overlap | |
|---|---|---|---|---|
 |
STATE STREET CORP | 3.7% | 3.6% | 3.6% |
|
BANK OF NEW YORK MELLON CORP | 4.2% | 3.5% | 3.5% |
|
JPMORGAN CHASE & CO | 4.4% | 3.5% | 3.5% |
|
GOLDMAN SACHS GROUP INC | 4.0% | 3.4% | 3.4% |
|
CITIGROUP INC | 3.0% | 3.5% | 3.0% |
UDI Overweight Relative to GSIB
|
GILEAD SCIENCES INC | 6.0% |
|
OLD REPUBLIC INTL CORP | 4.8% |
|
JOHNSON & JOHNSON | 4.7% |
|
ABBVIE INC | 4.5% |
|
CISCO SYSTEMS INC | 4.3% |
|
PAYCHEX INC | 4.2% |
 |
MEDTRONIC PLC | 3.9% |
|
EAST WEST BANCORP INC | 3.4% |
|
JEFFERIES FINANCIAL GROUP INC. | 3.4% |
|
VERIZON COMMUNICATIONS INC | 3.3% |
UDI Underweight Relative to GSIB
 |
AGRICULTURAL BANK OF CHINA-H | -3.9% |
 |
INDUSTRIAL AND COMMERCIAL BANK OF CH | -3.8% |
|
CHINA CONSTRUCTION BANK-H | -3.7% |
|
BANK OF COMMUNICATIONS CO-H | -3.7% |
|
BANK OF CHINA LTD - H | -3.7% |
 |
TORONTO-DOMINION BANK | -3.7% |
|
MORGAN STANLEY | -3.6% |
 |
CREDIT AGRICOLE SA | -3.6% |
|
ROYAL BANK OF CANADA | -3.6% |
 |
BANCO SANTANDER SA-SPON ADR | -3.6% |