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   

12

Number of overlapping holdings

36.4%

% of UDI's 34 holdings also in SCHD

12.0%

% of SCHD's 104 holdings also in UDI

Overlap by Weight
Sector Drift (UDI minus SCHD)
Overlapping Holdings

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Company Weight
in UDI
Weight
in SCHD
Overlap
BROADCOM INC. 5.0% 4.5% 4.5%
COCA-COLA CO/THE 4.5% 4.1% 4.1%
TEXAS INSTRUMENTS INC 3.7% 3.7% 3.7%
ABBVIE INC 3.5% 3.9% 3.5%
CISCO SYSTEMS INC 3.8% 3.4% 3.4%

Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to SCHD
CARDINAL HEALTH INC 5.2%
JPMORGAN CHASE & CO 4.6%
OLD REPUBLIC INTL CORP 4.2%
COMCAST CORP-CL A 4.2%
JOHNSON & JOHNSON 4.2%
GOLDMAN SACHS GROUP INC 3.4%
BANK OF NEW YORK MELLON CORP 3.2%
JEFFERIES FINANCIAL GROUP INC. 3.1%
INTERPUBLIC GROUP OF COS INC 3.1%
GILEAD SCIENCES INC 3.0%
UDI Underweight Relative to SCHD
VERIZON COMMUNICATIONS INC -4.5%
AMGEN INC -4.3%
PEPSICO INC -3.9%
HOME DEPOT INC -3.9%
BLACKROCK INC -3.6%
CHEVRON CORP -3.5%
LOCKHEED MARTIN CORP -3.4%
AUTOMATIC DATA PROCESSING -3.2%
BLACKSTONE GROUP LP/THE -2.5%
ALTRIA GROUP INC -2.4%
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