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   

10

Number of overlapping holdings

29.4%

% of UDI's 36 holdings also in SCHD

10.1%

% 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
COCA-COLA CO/THE 4.2% 4.2% 4.2%
ABBVIE INC 4.2% 3.8% 3.8%
TEXAS INSTRUMENTS INC 3.8% 4.7% 3.8%
CISCO SYSTEMS INC 3.5% 3.8% 3.5%
PFIZER INC 1.7% 4.2% 1.7%

Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to SCHD
JPMORGAN CHASE & CO 5.1%
BROADCOM INC. 4.8%
JOHNSON & JOHNSON 4.1%
OLD REPUBLIC INTL CORP 3.9%
COMCAST CORP-CL A 3.8%
GOLDMAN SACHS GROUP INC 3.6%
MEDTRONIC PLC 3.4%
BANK OF NEW YORK MELLON CORP 3.4%
JEFFERIES FINANCIAL GROUP INC. 3.4%
INTERPUBLIC GROUP OF COS INC 2.8%
UDI Underweight Relative to SCHD
AMGEN INC -4.3%
LOCKHEED MARTIN CORP -4.3%
CHEVRON CORP -4.0%
PEPSICO INC -4.0%
VERIZON COMMUNICATIONS INC -4.0%
BLACKROCK INC -3.8%
ALTRIA GROUP INC -3.5%
HOME DEPOT INC -3.4%
BRISTOL-MYERS SQUIBB CO -3.2%
EOG RESOURCES, INC. -3.0%
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