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
26%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
UDI
39
HOLDINGS
22%
ALSO IN KBWB
KBWB
24
HOLDINGS
33%
ALSO IN UDI
SECTOR DRIFT (UDI minus KBWB)
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 KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.4% | 8.2% | 4.4% |
|
BANK OF NEW YORK MELLON CORP | 4.2% | 4.0% | 4.0% |
|
GOLDMAN SACHS GROUP INC | 4.0% | 8.5% | 4.0% |
|
STATE STREET CORP | 3.7% | 4.0% | 3.7% |
|
CITIGROUP INC | 3.0% | 4.0% | 3.0% |
UDI Overweight Relative to KBWB
|
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% |
|
JEFFERIES FINANCIAL GROUP INC. | 3.4% |
|
VERIZON COMMUNICATIONS INC | 3.3% |
|
CME GROUP INC | 2.7% |
UDI Underweight Relative to KBWB
|
MORGAN STANLEY | -8.4% |
|
WELLS FARGO & CO | -7.8% |
|
BANK OF AMERICA CORP | -5.3% |
|
GOLDMAN SACHS GROUP INC | -4.5% |
|
TRUIST FINANCIAL CORPORATION | -3.9% |
|
FIFTH THIRD BANCORP | -3.9% |
|
M & T BANK CORP | -3.9% |
|
JPMORGAN CHASE & CO | -3.8% |
|
PNC FINANCIAL SERVICES GROUP | -3.8% |
|
CAPITAL ONE FINANCIAL CORP | -3.8% |