Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
15.4%
% of NUDV's 124 holdings also in UDI
52.8%
% of UDI's 38 holdings also in NUDV
Overlap by Weight
Sector Drift (NUDV minus UDI)
Overlapping Holdings
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| Company | Weight in NUDV | Weight in UDI | Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 2.1% | 4.5% | 2.1% |
|
VERIZON COMMUNICATIONS INC | 1.8% | 3.4% | 1.8% |
|
MERCK & CO. INC. | 1.9% | 1.8% | 1.8% |
|
GILEAD SCIENCES INC | 1.7% | 6.1% | 1.7% |
|
BANK OF AMERICA CORP | 1.7% | 2.2% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
NUDV Overweight Relative to UDI
|
PROCTER & GAMBLE CO/THE | 2.2% |
|
HOME DEPOT INC | 1.9% |
|
AMGEN INC | 1.8% |
|
INTL BUSINESS MACHINES CORP | 1.7% |
|
BRISTOL-MYERS SQUIBB CO | 1.7% |
|
AMERICAN TOWER CORP-CL A | 1.6% |
|
CATERPILLAR INC | 1.6% |
|
UNION PACIFIC CORP | 1.6% |
|
ELEVANCE HEALTH INC | 1.5% |
 |
ACCENTURE PLC-CL A | 1.5% |
NUDV Underweight Relative to UDI
|
OLD REPUBLIC INTL CORP | -4.4% |
|
JOHNSON & JOHNSON | -4.4% |
|
GILEAD SCIENCES INC | -4.4% |
|
CISCO SYSTEMS INC | -4.2% |
|
MEDTRONIC PLC | -4.0% |
|
PAYCHEX INC | -3.8% |
|
JPMORGAN CHASE & CO | -3.6% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.0% |
|
EAST WEST BANCORP INC | -2.9% |
|
CME GROUP INC | -2.6% |