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
18
Number of overlapping holdings
8.0%
% of RAFE's 231 holdings also in UDI
51.4%
% 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 | 3.5% | 4.0% | 3.5% |
|
CISCO SYSTEMS INC | 2.7% | 4.2% | 2.7% |
|
CITIGROUP INC | 2.8% | 2.6% | 2.6% |
|
JOHNSON & JOHNSON | 2.5% | 4.2% | 2.5% |
|
PFIZER INC | 2.0% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
RAFE Overweight Relative to UDI
|
APPLE INC | 5.6% |
|
MICROSOFT CORP | 4.6% |
|
INTEL CORP | 2.4% |
|
PROCTER & GAMBLE CO/THE | 2.3% |
|
WELLS FARGO & CO | 2.2% |
|
AT&T INC | 2.1% |
|
VERIZON COMMUNICATIONS INC | 1.8% |
|
INTL BUSINESS MACHINES CORP | 1.7% |
|
BRISTOL-MYERS SQUIBB CO | 1.6% |
|
HOME DEPOT INC | 1.4% |
RAFE Underweight Relative to UDI
|
BANK OF NEW YORK MELLON CORP | -4.5% |
|
PAYCHEX INC | -4.5% |
|
OLD REPUBLIC INTL CORP | -4.3% |
|
JEFFERIES FINANCIAL GROUP INC. | -4.2% |
|
GILEAD SCIENCES INC | -3.9% |
 |
MEDTRONIC PLC | -3.9% |
|
GOLDMAN SACHS GROUP INC | -3.3% |
|
EAST WEST BANCORP INC | -3.2% |
|
LAMAR ADVERTISING COMPANY CLASS A | -2.7% |
|
ABBVIE INC | -2.6% |