Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
18.0%
% of PWV's 50 holdings also in UDI
25.7%
% of UDI's 36 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% | 4.2% | 3.4% |
|
CISCO SYSTEMS INC | 3.5% | 3.4% | 3.4% |
|
JPMORGAN CHASE & CO | 3.3% | 4.1% | 3.3% |
|
JOHNSON & JOHNSON | 3.3% | 4.7% | 3.3% |
|
BANK OF AMERICA CORP | 3.4% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to UDI
|
INTL BUSINESS MACHINES CORP | 3.6% |
|
HOME DEPOT INC | 3.4% |
|
PROCTER & GAMBLE CO/THE | 3.4% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
CHEVRON CORP | 3.4% |
|
CATERPILLAR INC | 3.3% |
|
EXXON MOBIL CORP | 3.2% |
|
AMGEN INC | 3.2% |
|
WELLS FARGO & CO | 3.2% |
|
KROGER CO | 1.5% |
PWV Underweight Relative to UDI
|
COCA-COLA CO/THE | -4.6% |
|
JEFFERIES FINANCIAL GROUP INC. | -4.5% |
|
GOLDMAN SACHS GROUP INC | -4.5% |
|
OLD REPUBLIC INTL CORP | -4.4% |
|
PAYCHEX INC | -4.3% |
 |
MEDTRONIC PLC | -3.6% |
|
COMCAST CORP-CL A | -3.5% |
|
INTERPUBLIC GROUP OF COS INC | -3.2% |
|
EAST WEST BANCORP INC | -3.1% |
 |
ROYAL BANK OF CANADA | -3.0% |