Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
5.4%
% of DGRO's 414 holdings also in UDI
62.9%
% of UDI's 36 holdings also in DGRO
Overlap by Weight
Sector Drift (DGRO minus UDI)
Overlapping Holdings
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| Company | Weight in DGRO |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.3% | 4.1% | 3.3% |
|
JOHNSON & JOHNSON | 2.6% | 4.7% | 2.6% |
|
ABBVIE INC | 2.1% | 4.2% | 2.1% |
|
BANK OF AMERICA CORP | 1.8% | 2.5% | 1.8% |
|
CISCO SYSTEMS INC | 1.7% | 3.4% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
DGRO Overweight Relative to UDI
|
EXXON MOBIL CORP | 3.1% |
|
CHEVRON CORP | 3.0% |
|
MICROSOFT CORP | 2.8% |
|
APPLE INC | 2.8% |
|
BROADCOM INC. | 2.3% |
|
HOME DEPOT INC | 2.3% |
|
PROCTER & GAMBLE CO/THE | 2.1% |
|
UNITEDHEALTH GROUP INC | 1.8% |
|
PEPSICO INC | 1.5% |
|
MORGAN STANLEY | 1.5% |
DGRO Underweight Relative to UDI
|
JEFFERIES FINANCIAL GROUP INC. | -4.5% |
|
OLD REPUBLIC INTL CORP | -4.3% |
|
PAYCHEX INC | -4.3% |
|
BANK OF NEW YORK MELLON CORP | -3.6% |
|
GILEAD SCIENCES INC | -3.4% |
|
GOLDMAN SACHS GROUP INC | -3.4% |
|
COCA-COLA CO/THE | -3.1% |
|
INTERPUBLIC GROUP OF COS INC | -3.1% |
 |
ROYAL BANK OF CANADA | -3.0% |
|
EAST WEST BANCORP INC | -3.0% |