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
30.6%
% of UDI's 38 holdings also in HDV
15.1%
% 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 | 4.5% | 5.1% | 4.5% |
|
JOHNSON & JOHNSON | 4.4% | 5.4% | 4.4% |
|
CISCO SYSTEMS INC | 4.2% | 2.9% | 2.9% |
|
CME GROUP INC | 2.6% | 4.3% | 2.6% |
|
TEXAS INSTRUMENTS INC | 2.1% | 2.2% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to HDV
|
GILEAD SCIENCES INC | 4.5% |
|
OLD REPUBLIC INTL CORP | 4.3% |
|
PAYCHEX INC | 4.2% |
|
JPMORGAN CHASE & CO | 3.6% |
|
BANK OF NEW YORK MELLON CORP | 3.5% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
|
COMCAST CORP-CL A | 3.0% |
|
JEFFERIES FINANCIAL GROUP INC. | 3.0% |
|
STATE STREET CORP | 2.9% |
UDI Underweight Relative to HDV
|
EXXON MOBIL CORP | -7.8% |
|
PROGRESSIVE CORP | -5.1% |
|
CHEVRON CORP | -4.8% |
|
PHILIP MORRIS INTERNATIONAL | -4.4% |
|
PROCTER & GAMBLE CO/THE | -4.2% |
|
AT&T INC | -4.0% |
|
ALTRIA GROUP INC | -3.3% |
|
PEPSICO INC | -3.1% |
|
INTL BUSINESS MACHINES CORP | -2.8% |
|
MCDONALD'S CORP | -2.5% |