Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
6.1%
% of VYM's 456 holdings also in UDI
79.4%
% of UDI's 36 holdings also in VYM
Overlap by Weight
Sector Drift (VYM minus UDI)
Overlapping Holdings
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| Company | Weight in VYM |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.7% | 5.1% | 3.7% |
|
BROADCOM INC. | 3.4% | 4.8% | 3.4% |
|
JOHNSON & JOHNSON | 2.5% | 4.1% | 2.5% |
|
MERCK & CO. INC. | 2.2% | 2.7% | 2.2% |
|
ABBVIE INC | 2.0% | 4.2% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to UDI
|
EXXON MOBIL CORP | 3.3% |
|
PROCTER & GAMBLE CO/THE | 2.6% |
|
HOME DEPOT INC | 2.4% |
|
CHEVRON CORP | 2.0% |
|
PEPSICO INC | 1.7% |
|
WELLS FARGO & CO | 1.5% |
|
MCDONALD'S CORP | 1.4% |
|
CATERPILLAR INC | 1.3% |
|
QUALCOMM INC | 1.2% |
|
VERIZON COMMUNICATIONS INC | 1.2% |
VYM Underweight Relative to UDI
|
PAYCHEX INC | -4.0% |
|
OLD REPUBLIC INTL CORP | -3.8% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.3% |
|
INTERPUBLIC GROUP OF COS INC | -3.2% |
|
BANK OF NEW YORK MELLON CORP | -3.1% |
|
TEXAS INSTRUMENTS INC | -2.7% |
 |
ROYAL BANK OF CANADA | -2.7% |
 |
MEDTRONIC PLC | -2.7% |
|
COMCAST CORP-CL A | -2.7% |
|
GOLDMAN SACHS GROUP INC | -2.7% |