Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
33.3%
% of UDI's 38 holdings also in SCHD
12.1%
% of SCHD's 103 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 | |
|---|---|---|---|---|
 |
ABBVIE INC | 4.5% | 4.0% | 4.0% |
|
CISCO SYSTEMS INC | 4.2% | 3.9% | 3.9% |
|
VERIZON COMMUNICATIONS INC | 3.4% | 4.3% | 3.4% |
|
TEXAS INSTRUMENTS INC | 2.1% | 3.6% | 2.1% |
|
PAYCHEX INC | 4.8% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to SCHD
|
GILEAD SCIENCES INC | 6.1% |
|
OLD REPUBLIC INTL CORP | 4.4% |
|
JOHNSON & JOHNSON | 4.4% |
 |
MEDTRONIC PLC | 4.0% |
|
JPMORGAN CHASE & CO | 3.6% |
|
BANK OF NEW YORK MELLON CORP | 3.5% |
|
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 SCHD
|
CONOCOPHILLIPS | -4.4% |
|
ALTRIA GROUP INC | -4.3% |
|
LOCKHEED MARTIN CORP | -4.2% |
|
HOME DEPOT INC | -4.0% |
|
CHEVRON CORP | -3.9% |
|
AMGEN INC | -3.8% |
|
PEPSICO INC | -3.7% |
|
BRISTOL-MYERS SQUIBB CO | -3.6% |
|
UNITED PARCEL SERVICE-CL B | -3.0% |
|
COCA-COLA CO/THE | -2.7% |