Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
15.7%
% of YLDE's 54 holdings also in UDI
24.2%
% of UDI's 36 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 | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.4% | 4.3% | 3.4% |
|
COMCAST CORP-CL A | 2.7% | 3.0% | 2.7% |
|
COCA-COLA CO/THE | 1.8% | 3.9% | 1.8% |
|
MERCK & CO. INC. | 1.6% | 1.9% | 1.6% |
|
CISCO SYSTEMS INC | 1.2% | 3.9% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
YLDE Overweight Relative to UDI
|
WILLIAMS COS INC | 3.9% |
|
MICROSOFT CORP | 3.9% |
|
BROADCOM INC. | 3.8% |
|
SEMPRA ENERGY | 3.4% |
 |
NESTLE SA-SPONS ADR | 3.4% |
|
BECTON DICKINSON AND CO | 3.1% |
|
VISA INC. CLASS A | 2.9% |
|
T-MOBILE US, INC. | 2.7% |
|
TRAVELERS COS INC/THE | 2.6% |
|
KINDER MORGAN INC | 2.5% |
YLDE Underweight Relative to UDI
|
JEFFERIES FINANCIAL GROUP INC. | -5.7% |
|
GOLDMAN SACHS GROUP INC | -4.8% |
|
PAYCHEX INC | -4.4% |
|
OLD REPUBLIC INTL CORP | -4.3% |
|
BANK OF NEW YORK MELLON CORP | -4.3% |
|
GILEAD SCIENCES INC | -4.1% |
|
ABBVIE INC | -3.7% |
 |
MEDTRONIC PLC | -3.4% |
|
EAST WEST BANCORP INC | -3.1% |
 |
ROYAL BANK OF CANADA | -3.0% |