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
15.1%
% of HDV's 75 holdings also in UDI
30.6%
% of UDI's 38 holdings also in HDV
Overlap by Weight
Sector Drift (HDV minus UDI)
Overlapping Holdings
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| Company | Weight in HDV |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 5.1% | 4.5% | 4.5% |
|
JOHNSON & JOHNSON | 5.4% | 4.4% | 4.4% |
|
CISCO SYSTEMS INC | 2.9% | 4.2% | 2.9% |
|
CME GROUP INC | 3.9% | 2.6% | 2.6% |
|
TEXAS INSTRUMENTS INC | 2.3% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to UDI
|
EXXON MOBIL CORP | 8.4% |
|
CHEVRON CORP | 5.5% |
|
PROGRESSIVE CORP | 4.9% |
|
PROCTER & GAMBLE CO/THE | 4.3% |
|
AT&T INC | 3.9% |
|
PHILIP MORRIS INTERNATIONAL | 3.9% |
|
PEPSICO INC | 3.4% |
|
ALTRIA GROUP INC | 3.1% |
|
INTL BUSINESS MACHINES CORP | 2.7% |
|
MCDONALD'S CORP | 2.4% |
HDV Underweight Relative to UDI
|
GILEAD SCIENCES INC | -4.4% |
|
OLD REPUBLIC INTL CORP | -4.3% |
|
PAYCHEX INC | -4.2% |
|
JPMORGAN CHASE & CO | -3.6% |
|
BANK OF NEW YORK MELLON CORP | -3.5% |
|
VERIZON COMMUNICATIONS INC | -3.4% |
|
GOLDMAN SACHS GROUP INC | -3.0% |
|
COMCAST CORP-CL A | -3.0% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.0% |
|
STATE STREET CORP | -2.9% |