Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
21%

OVERLAP
BY WEIGHT
31

# OF OVERLAPPING
HOLDINGS
VYM
593
HOLDINGS
5%
ALSO IN UDI
UDI
38
HOLDINGS
86%
ALSO IN VYM
SECTOR DRIFT (VYM minus UDI)
OVERLAPPING HOLDINGS

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Company Weight
in VYM
Weight
in UDI
Overlap
JPMORGAN CHASE & CO 4.1% 3.6% 3.6%
JOHNSON & JOHNSON 1.9% 4.4% 1.9%
ABBVIE INC 1.6% 4.5% 1.6%
BANK OF AMERICA CORP 1.6% 2.2% 1.6%
CISCO SYSTEMS INC 1.4% 4.2% 1.4%
VYM Overweight Relative to UDI
BROADCOM INC. 6.3%
EXXON MOBIL CORP 2.4%
WAL-MART STORES INC 2.1%
PROCTER & GAMBLE CO/THE 1.9%
HOME DEPOT INC 1.9%
UNITEDHEALTH GROUP INC 1.4%
PHILIP MORRIS INTERNATIONAL 1.4%
INTL BUSINESS MACHINES CORP 1.4%
WELLS FARGO & CO 1.3%
CHEVRON CORP 1.2%
VYM Underweight Relative to UDI
GILEAD SCIENCES INC -5.4%
PAYCHEX INC -4.5%
OLD REPUBLIC INTL CORP -4.4%
MEDTRONIC PLC -3.4%
BANK OF NEW YORK MELLON CORP -3.2%
JEFFERIES FINANCIAL GROUP INC. -2.9%
ABBVIE INC -2.8%
STATE STREET CORP -2.8%
EAST WEST BANCORP INC -2.8%
CISCO SYSTEMS INC -2.8%
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