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   

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

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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%
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