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
20%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
UDI
39
HOLDINGS
31%
ALSO IN SCHD
SCHD
102
HOLDINGS
11%
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 | 4.3% | 4.5% | 4.3% |
|
ABBVIE INC | 4.5% | 4.2% | 4.2% |
|
VERIZON COMMUNICATIONS INC | 3.3% | 3.7% | 3.3% |
|
TEXAS INSTRUMENTS INC | 2.1% | 3.6% | 2.1% |
|
MERCK & CO. INC. | 1.6% | 4.7% | 1.6% |
UDI Overweight Relative to SCHD
|
GILEAD SCIENCES INC | 6.0% |
|
OLD REPUBLIC INTL CORP | 4.8% |
|
JOHNSON & JOHNSON | 4.7% |
|
JPMORGAN CHASE & CO | 4.4% |
|
BANK OF NEW YORK MELLON CORP | 4.2% |
|
GOLDMAN SACHS GROUP INC | 4.0% |
 |
MEDTRONIC PLC | 3.9% |
|
STATE STREET CORP | 3.7% |
|
JEFFERIES FINANCIAL GROUP INC. | 3.4% |
|
CITIGROUP INC | 3.0% |
UDI Underweight Relative to SCHD
|
AMGEN INC | -4.4% |
|
BRISTOL-MYERS SQUIBB CO | -4.2% |
|
PEPSICO INC | -4.0% |
|
CONOCOPHILLIPS | -4.0% |
|
LOCKHEED MARTIN CORP | -3.9% |
|
CHEVRON CORP | -3.8% |
|
HOME DEPOT INC | -3.5% |
|
ALTRIA GROUP INC | -3.5% |
|
MERCK & CO. INC. | -3.1% |
|
UNITED PARCEL SERVICE-CL B | -3.0% |