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   

11

Number of overlapping holdings

20.4%

% of YLDE's 55 holdings also in UDI

32.4%

% of UDI's 34 holdings also in YLDE

Overlap by Weight
Sector Drift (YLDE minus UDI)
Overlapping Holdings

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Company Weight
in YLDE
Weight
in UDI
Overlap
COMCAST CORP-CL A 3.2% 3.8% 3.2%
JPMORGAN CHASE & CO 2.9% 5.0% 2.9%
MERCK & CO. INC. 2.4% 2.7% 2.4%
BROADCOM INC. 2.3% 4.4% 2.3%
COCA-COLA CO/THE 2.0% 4.3% 2.0%

Position Highlights (Non-Overlapping Exposures)
YLDE Overweight Relative to UDI
MICROSOFT CORP 5.6%
APOLLO GLOBAL MANAGEMENT INC. 3.6%
WILLIAMS COS INC 3.3%
SEMPRA ENERGY 3.0%
BECTON DICKINSON AND CO 3.0%
VISA INC. CLASS A 2.9%
LINDE PLC 2.9%
VULCAN MATERIALS CO 2.7%
TRAVELERS COS INC/THE 2.7%
T-MOBILE US, INC. 2.1%
YLDE Underweight Relative to UDI
PAYCHEX INC -4.4%
ABBVIE INC -4.2%
OLD REPUBLIC INTL CORP -3.8%
GOLDMAN SACHS GROUP INC -3.6%
MEDTRONIC PLC -3.5%
BANK OF NEW YORK MELLON CORP -3.4%
JEFFERIES FINANCIAL GROUP INC. -3.4%
INTERPUBLIC GROUP OF COS INC -3.4%
TEXAS INSTRUMENTS INC -3.0%
ROYAL BANK OF CANADA -2.8%
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