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
12%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
YLDE
61
HOLDINGS
12%
ALSO IN UDI
UDI
38
HOLDINGS
17%
ALSO IN YLDE
SECTOR DRIFT (YLDE 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 YLDE |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.8% | 4.4% | 3.8% |
|
COMCAST CORP-CL A | 2.6% | 2.7% | 2.6% |
|
MERCK & CO. INC. | 1.7% | 1.6% | 1.6% |
|
COCA-COLA CO/THE | 2.1% | 1.6% | 1.6% |
|
JOHNSON & JOHNSON | 1.5% | 4.7% | 1.5% |
YLDE Overweight Relative to UDI
|
BROADCOM INC. | 4.8% |
|
MICROSOFT CORP | 4.6% |
 |
NESTLE SA-SPONS ADR | 3.6% |
|
SEMPRA ENERGY | 3.6% |
 |
ENBRIDGE INC | 3.4% |
|
WILLIAMS COS INC | 3.1% |
|
TRAVELERS COS INC/THE | 3.1% |
|
T-MOBILE US, INC. | 2.9% |
|
EXXON MOBIL CORP | 2.9% |
|
VISA INC. CLASS A | 2.9% |
YLDE Underweight Relative to UDI
|
GILEAD SCIENCES INC | -6.0% |
|
OLD REPUBLIC INTL CORP | -4.8% |
|
ABBVIE INC | -4.5% |
|
CISCO SYSTEMS INC | -4.3% |
|
PAYCHEX INC | -4.2% |
|
BANK OF NEW YORK MELLON CORP | -4.2% |
|
GOLDMAN SACHS GROUP INC | -4.0% |
 |
MEDTRONIC PLC | -3.9% |
|
STATE STREET CORP | -3.7% |
|
EAST WEST BANCORP INC | -3.4% |