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

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
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 | 4.2% | 3.8% | 3.8% | |
ABBVIE INC | 4.5% | 3.6% | 3.6% | |
VERIZON COMMUNICATIONS INC | 3.4% | 4.5% | 3.4% | |
TEXAS INSTRUMENTS INC | 2.1% | 3.3% | 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 | -4.2% | |
LOCKHEED MARTIN CORP | -4.2% | |
PEPSICO INC | -4.0% | |
HOME DEPOT INC | -4.0% | |
CHEVRON CORP | -4.0% | |
AMGEN INC | -3.8% | |
BRISTOL-MYERS SQUIBB CO | -3.6% | |
UNITED PARCEL SERVICE-CL B | -3.0% | |
COCA-COLA CO/THE | -2.9% |