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   

28

Number of overlapping holdings

5.4%

% of VYM's 542 holdings also in UDI

84.8%

% 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 4.1% 4.3% 4.1%
JOHNSON & JOHNSON 2.0% 3.9% 2.0%
ABBVIE INC 1.8% 3.7% 1.8%
BANK OF AMERICA CORP 1.7% 2.4% 1.7%
MERCK & CO. INC. 1.4% 1.9% 1.4%

Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to UDI
BROADCOM INC. 5.5%
EXXON MOBIL CORP 2.6%
WAL-MART STORES INC 2.3%
HOME DEPOT INC 2.3%
PROCTER & GAMBLE CO/THE 2.2%
WELLS FARGO & CO 1.4%
CHEVRON CORP 1.4%
ABBOTT LABORATORIES 1.2%
INTL BUSINESS MACHINES CORP 1.2%
MCDONALD'S CORP 1.1%
VYM Underweight Relative to UDI
JEFFERIES FINANCIAL GROUP INC. -5.6%
OLD REPUBLIC INTL CORP -4.3%
GILEAD SCIENCES INC -4.2%
PAYCHEX INC -4.2%
BANK OF NEW YORK MELLON CORP -3.9%
GOLDMAN SACHS GROUP INC -3.8%
EAST WEST BANCORP INC -3.0%
ROYAL BANK OF CANADA -3.0%
MEDTRONIC PLC -2.7%
HOST HOTELS & RESORTS INC -2.7%
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