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
17%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
UDI
42
HOLDINGS
23%
ALSO IN SCHD
SCHD
101
HOLDINGS
9%
ALSO IN UDI
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 | |
|---|---|---|---|---|
 |
CISCO SYSTEMS INC | 4.4% | 3.6% | 3.6% |
|
ABBVIE INC | 4.2% | 3.5% | 3.5% |
|
CONOCOPHILLIPS | 3.2% | 4.3% | 3.2% |
|
VERIZON COMMUNICATIONS INC | 2.2% | 4.3% | 2.2% |
|
TEXAS INSTRUMENTS INC | 1.4% | 4.1% | 1.4% |
UDI Overweight Relative to SCHD
|
JOHNSON & JOHNSON | 5.1% |
|
OLD REPUBLIC INTL CORP | 4.1% |
|
GILEAD SCIENCES INC | 3.7% |
|
STATE STREET CORP | 3.7% |
 |
MEDTRONIC PLC | 3.2% |
|
CITIGROUP INC | 3.2% |
|
EAST WEST BANCORP INC | 2.8% |
|
BANK OF AMERICA CORP | 2.7% |
|
VICI PROPERTIES INC | 2.6% |
|
CME GROUP INC | 2.6% |
UDI Underweight Relative to SCHD
|
LOCKHEED MARTIN CORP | -4.8% |
|
CHEVRON CORP | -4.3% |
|
BRISTOL-MYERS SQUIBB CO | -4.3% |
|
MERCK & CO. INC. | -4.2% |
|
ALTRIA GROUP INC | -4.1% |
|
PEPSICO INC | -4.0% |
|
AMGEN INC | -3.9% |
|
HOME DEPOT INC | -3.7% |
|
UNITED PARCEL SERVICE-CL B | -3.1% |
|
COCA-COLA CO/THE | -3.0% |