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
31.4%
% 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 | |
|---|---|---|---|---|
 |
ABBVIE INC | 3.8% | 4.2% | 3.8% |
|
COCA-COLA CO/THE | 3.7% | 4.6% | 3.7% |
|
CISCO SYSTEMS INC | 4.2% | 3.4% | 3.4% |
|
TEXAS INSTRUMENTS INC | 3.9% | 2.4% | 2.4% |
|
PFIZER INC | 4.0% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to UDI
|
HOME DEPOT INC | 4.4% |
|
CHEVRON CORP | 4.1% |
|
LOCKHEED MARTIN CORP | 4.1% |
|
BRISTOL-MYERS SQUIBB CO | 4.0% |
|
VERIZON COMMUNICATIONS INC | 4.0% |
|
AMGEN INC | 3.8% |
|
PEPSICO INC | 3.8% |
|
UNITED PARCEL SERVICE-CL B | 3.8% |
|
ALTRIA GROUP INC | 3.3% |
|
EOG RESOURCES, INC. | 2.9% |
SCHD Underweight Relative to UDI
|
JOHNSON & JOHNSON | -4.7% |
|
JEFFERIES FINANCIAL GROUP INC. | -4.5% |
|
GOLDMAN SACHS GROUP INC | -4.5% |
|
GILEAD SCIENCES INC | -4.4% |
|
OLD REPUBLIC INTL CORP | -4.4% |
|
JPMORGAN CHASE & CO | -4.1% |
|
BANK OF NEW YORK MELLON CORP | -3.9% |
 |
MEDTRONIC PLC | -3.6% |
|
COMCAST CORP-CL A | -3.5% |
 |
ROYAL BANK OF CANADA | -3.0% |