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
14%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
UDI
41
HOLDINGS
23%
ALSO IN SCHD
SCHD
102
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 | |
|---|---|---|---|---|
 |
CONOCOPHILLIPS | 3.5% | 4.2% | 3.5% |
|
VERIZON COMMUNICATIONS INC | 2.8% | 4.1% | 2.8% |
|
TEXAS INSTRUMENTS INC | 2.5% | 3.3% | 2.5% |
|
COCA-COLA CO/THE | 2.1% | 4.3% | 2.1% |
|
PAYCHEX INC | 2.3% | 0.9% | 0.9% |
UDI Overweight Relative to SCHD
|
JOHNSON & JOHNSON | 4.1% |
|
STATE STREET CORP | 3.8% |
|
ABBVIE INC | 3.8% |
|
LAMAR ADVERTISING COMPANY CLASS A | 3.2% |
 |
MEDTRONIC PLC | 3.1% |
|
EAST WEST BANCORP INC | 3.0% |
|
CITIGROUP INC | 3.0% |
|
CISCO SYSTEMS INC | 3.0% |
|
EXELON CORP | 2.9% |
|
PHILLIPS 66 | 2.9% |
UDI Underweight Relative to SCHD
|
MERCK & CO. INC. | -4.8% |
|
ABBOTT LABORATORIES | -4.4% |
|
CHEVRON CORP | -4.3% |
|
AMGEN INC | -4.2% |
|
PROCTER & GAMBLE CO/THE | -3.9% |
|
UNITEDHEALTH GROUP INC | -3.8% |
|
HOME DEPOT INC | -3.7% |
|
PEPSICO INC | -3.6% |
|
BRISTOL-MYERS SQUIBB CO | -3.3% |
|
ALTRIA GROUP INC | -2.9% |