Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
16.0%
% of UPGD's 50 holdings also in DIV
16.0%
% of DIV's 50 holdings also in UPGD
Overlap by Weight
Sector Drift (UPGD minus DIV)
Overlapping Holdings
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| Company | Weight in UPGD |
Weight in DIV |
Overlap | |
|---|---|---|---|---|
 |
AVANGRID, INC. | 2.3% | 2.3% | 2.3% |
|
KINDER MORGAN INC | 2.1% | 2.2% | 2.1% |
|
KRAFT HEINZ COMPANY | 2.1% | 2.1% | 2.1% |
|
LYONDELLBASELL INDU-CL A | 2.1% | 2.0% | 2.0% |
|
DOW, INC. | 2.0% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
UPGD Overweight Relative to DIV
|
NRG ENERGY INC | 2.7% |
|
GENUINE PARTS CO | 2.2% |
|
MCCORMICK & CO-NON VTG SHRS | 2.2% |
|
HUBBELL INCORPORATED CLASS B | 2.2% |
|
ONEOK INC | 2.2% |
|
GENERAL MILLS INC | 2.1% |
|
SOUTHERN CO | 2.1% |
|
ORACLE CORP | 2.1% |
|
KIMBERLY-CLARK CORP | 2.1% |
|
PACKAGING CORP OF AMERICA | 2.1% |
UPGD Underweight Relative to DIV
|
VIRTU FINANCIAL, INC. CLASS A | -2.5% |
|
BERRY PETROLEUM CORPORATION | -2.4% |
|
NATL HEALTH INVESTORS INC | -2.3% |
|
COTERRA ENERGY INC. | -2.2% |
|
CHESAPEAKE ENERGY CORP | -2.2% |
|
CHORD ENERGY CORPORATION | -2.2% |
|
TELEPHONE AND DATA SYSTEMS, INC. | -2.1% |
|
DOMINION RESOURCES INC/VA | -2.1% |
|
DUKE ENERGY CORP | -2.1% |
|
PHILIP MORRIS INTERNATIONAL | -2.1% |