Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
32.4%
% of UDI's 36 holdings also in HDV
14.9%
% of HDV's 75 holdings also in UDI
Overlap by Weight
Sector Drift (UDI minus HDV)
Overlapping Holdings
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| Company | Weight in UDI |
Weight in HDV |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 4.2% | 5.2% | 4.2% |
|
JOHNSON & JOHNSON | 4.1% | 5.5% | 4.1% |
|
COCA-COLA CO/THE | 4.2% | 3.7% | 3.7% |
|
CISCO SYSTEMS INC | 3.5% | 3.2% | 3.2% |
|
MERCK & CO. INC. | 2.7% | 4.1% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to HDV
|
JPMORGAN CHASE & CO | 5.1% |
|
BROADCOM INC. | 4.8% |
|
OLD REPUBLIC INTL CORP | 3.7% |
|
PAYCHEX INC | 3.7% |
|
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% |
|
HOST HOTELS & RESORTS INC | 2.6% |
UDI Underweight Relative to HDV
|
EXXON MOBIL CORP | -8.7% |
|
CHEVRON CORP | -6.7% |
|
VERIZON COMMUNICATIONS INC | -5.8% |
|
PHILIP MORRIS INTERNATIONAL | -4.3% |
|
PEPSICO INC | -3.8% |
|
ALTRIA GROUP INC | -3.6% |
|
INTL BUSINESS MACHINES CORP | -2.9% |
|
WELLS FARGO & CO | -2.7% |
|
CONOCOPHILLIPS | -2.2% |
|
PIONEER NATURAL RESOURCES CO | -1.7% |