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
12
Number of overlapping holdings
24.0%
% of PWV's 50 holdings also in UDI
33.3%
% of UDI's 38 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus UDI)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 3.4% | 4.5% | 3.4% |
|
JOHNSON & JOHNSON | 3.3% | 4.4% | 3.3% |
|
CISCO SYSTEMS INC | 3.2% | 4.2% | 3.2% |
|
JPMORGAN CHASE & CO | 3.2% | 3.6% | 3.2% |
|
GOLDMAN SACHS GROUP INC | 3.0% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to UDI
|
EXXON MOBIL CORP | 3.6% |
|
CHEVRON CORP | 3.6% |
|
PHILIP MORRIS INTERNATIONAL | 3.3% |
|
PROCTER & GAMBLE CO/THE | 3.3% |
|
QUALCOMM INC | 3.2% |
|
INTL BUSINESS MACHINES CORP | 3.2% |
|
WELLS FARGO & CO | 3.1% |
|
HOME DEPOT INC | 3.1% |
|
MORGAN STANLEY | 3.0% |
|
CENCORA INC | 1.6% |
PWV Underweight Relative to UDI
|
PAYCHEX INC | -4.8% |
|
GILEAD SCIENCES INC | -4.7% |
|
OLD REPUBLIC INTL CORP | -4.4% |
|
VERIZON COMMUNICATIONS INC | -3.4% |
|
COMCAST CORP-CL A | -3.0% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.0% |
|
STATE STREET CORP | -2.9% |
|
EAST WEST BANCORP INC | -2.9% |
|
INTERPUBLIC GROUP OF COS INC | -2.6% |
|
H&R BLOCK INC | -2.6% |