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   

27

Number of overlapping holdings

6.1%

% of VYM's 456 holdings also in UDI

79.4%

% of UDI's 34 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% 5.0% 3.7%
BROADCOM INC. 3.6% 4.4% 3.6%
JOHNSON & JOHNSON 2.7% 4.1% 2.7%
MERCK & CO. INC. 2.3% 2.7% 2.3%
ABBVIE INC 2.2% 4.2% 2.2%

Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to UDI
EXXON MOBIL CORP 2.9%
PROCTER & GAMBLE CO/THE 2.6%
HOME DEPOT INC 2.6%
CHEVRON CORP 1.9%
WAL-MART STORES INC 1.7%
PEPSICO INC 1.6%
MCDONALD'S CORP 1.5%
WELLS FARGO & CO 1.4%
INTEL CORP 1.2%
QUALCOMM INC 1.2%
VYM Underweight Relative to UDI
PAYCHEX INC -4.1%
OLD REPUBLIC INTL CORP -3.8%
JEFFERIES FINANCIAL GROUP INC. -3.4%
INTERPUBLIC GROUP OF COS INC -3.3%
BANK OF NEW YORK MELLON CORP -3.1%
ROYAL BANK OF CANADA -2.8%
MEDTRONIC PLC -2.7%
GOLDMAN SACHS GROUP INC -2.7%
COCA-COLA CO/THE -2.7%
COMCAST CORP-CL A -2.6%
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