Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

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
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 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% |