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
11
Number of overlapping holdings
11.2%
% of SCHD's 103 holdings also in UDI
33.3%
% of UDI's 36 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus UDI)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
COCA-COLA CO/THE | 4.2% | 3.9% | 3.9% |
|
CISCO SYSTEMS INC | 4.2% | 3.9% | 3.9% |
|
ABBVIE INC | 4.2% | 3.7% | 3.7% |
|
US BANCORP | 2.9% | 2.2% | 2.2% |
|
TEXAS INSTRUMENTS INC | 4.1% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to UDI
|
CHEVRON CORP | 4.1% |
|
BRISTOL-MYERS SQUIBB CO | 4.1% |
|
AMGEN INC | 4.0% |
|
HOME DEPOT INC | 3.9% |
|
LOCKHEED MARTIN CORP | 3.8% |
|
PEPSICO INC | 3.8% |
|
VERIZON COMMUNICATIONS INC | 3.8% |
|
UNITED PARCEL SERVICE-CL B | 3.6% |
|
ALTRIA GROUP INC | 3.4% |
|
PFIZER INC | 3.0% |
SCHD Underweight Relative to UDI
|
JEFFERIES FINANCIAL GROUP INC. | -5.7% |
|
GILEAD SCIENCES INC | -4.9% |
|
GOLDMAN SACHS GROUP INC | -4.8% |
|
OLD REPUBLIC INTL CORP | -4.3% |
|
JPMORGAN CHASE & CO | -4.3% |
|
BANK OF NEW YORK MELLON CORP | -4.3% |
|
JOHNSON & JOHNSON | -3.9% |
 |
MEDTRONIC PLC | -3.4% |
|
COMCAST CORP-CL A | -3.0% |
 |
ROYAL BANK OF CANADA | -3.0% |