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
OVERLAP
22%
OVERLAP
BY WEIGHT
31
# OF OVERLAPPING
HOLDINGS
VYM
587
HOLDINGS
5%
ALSO IN UDI
UDI
38
HOLDINGS
86%
ALSO IN VYM
SECTOR DRIFT (VYM minus UDI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in VYM |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 4.1% | 4.4% | 4.1% |
|
JOHNSON & JOHNSON | 2.1% | 4.7% | 2.1% |
|
ABBVIE INC | 1.9% | 4.5% | 1.9% |
|
BANK OF AMERICA CORP | 1.7% | 2.7% | 1.7% |
|
CISCO SYSTEMS INC | 1.3% | 4.3% | 1.3% |
VYM Overweight Relative to UDI
|
BROADCOM INC. | 8.0% |
|
EXXON MOBIL CORP | 2.3% |
|
WAL-MART STORES INC | 2.2% |
|
HOME DEPOT INC | 2.0% |
|
PROCTER & GAMBLE CO/THE | 1.8% |
|
UNITEDHEALTH GROUP INC | 1.5% |
|
CHEVRON CORP | 1.5% |
|
WELLS FARGO & CO | 1.3% |
|
PHILIP MORRIS INTERNATIONAL | 1.2% |
|
INTL BUSINESS MACHINES CORP | 1.1% |
VYM Underweight Relative to UDI
|
GILEAD SCIENCES INC | -5.3% |
|
OLD REPUBLIC INTL CORP | -4.8% |
|
PAYCHEX INC | -4.0% |
|
BANK OF NEW YORK MELLON CORP | -3.9% |
|
STATE STREET CORP | -3.6% |
|
EAST WEST BANCORP INC | -3.4% |
 |
MEDTRONIC PLC | -3.3% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.3% |
|
CISCO SYSTEMS INC | -3.1% |
|
GOLDMAN SACHS GROUP INC | -2.9% |