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
20
Number of overlapping holdings
8.9%
% of RAFE's 233 holdings also in UDI
55.6%
% of UDI's 38 holdings also in RAFE
Overlap by Weight
Sector Drift (RAFE minus UDI)
Overlapping Holdings
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| Company | Weight in RAFE |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.1% | 3.6% | 3.1% |
|
JOHNSON & JOHNSON | 2.8% | 4.4% | 2.8% |
|
CISCO SYSTEMS INC | 2.7% | 4.2% | 2.7% |
|
CITIGROUP INC | 2.4% | 2.2% | 2.2% |
|
VERIZON COMMUNICATIONS INC | 2.0% | 3.4% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
RAFE Overweight Relative to UDI
|
APPLE INC | 5.6% |
|
MICROSOFT CORP | 4.5% |
|
PROCTER & GAMBLE CO/THE | 2.5% |
|
AT&T INC | 2.3% |
|
INTEL CORP | 2.2% |
|
WELLS FARGO & CO | 2.0% |
|
BRISTOL-MYERS SQUIBB CO | 1.8% |
|
INTL BUSINESS MACHINES CORP | 1.7% |
|
GENERAL MOTORS CO | 1.4% |
|
HOME DEPOT INC | 1.3% |
RAFE Underweight Relative to UDI
|
GILEAD SCIENCES INC | -5.0% |
|
PAYCHEX INC | -4.7% |
|
OLD REPUBLIC INTL CORP | -4.4% |
 |
MEDTRONIC PLC | -4.0% |
|
BANK OF NEW YORK MELLON CORP | -3.2% |
|
JEFFERIES FINANCIAL GROUP INC. | -3.0% |
|
EAST WEST BANCORP INC | -2.9% |
|
ABBVIE INC | -2.8% |
|
STATE STREET CORP | -2.8% |
|
CME GROUP INC | -2.6% |