Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
27.8%
% of UDI's 38 holdings also in DDIV
20.0%
% of DDIV's 51 holdings also in UDI
Overlap by Weight
Sector Drift (UDI minus DDIV)
Overlapping Holdings
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| Company | Weight in UDI |
Weight in DDIV |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 4.5% | 2.7% | 2.7% |
|
LAMAR ADVERTISING COMPANY CLASS A | 2.5% | 3.9% | 2.5% |
|
OLD REPUBLIC INTL CORP | 4.4% | 2.2% | 2.2% |
|
CITIGROUP INC | 2.2% | 2.7% | 2.2% |
|
PAYCHEX INC | 4.8% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to DDIV
|
GILEAD SCIENCES INC | 6.1% |
|
JOHNSON & JOHNSON | 4.4% |
|
CISCO SYSTEMS INC | 4.2% |
 |
MEDTRONIC PLC | 4.0% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
PAYCHEX INC | 3.0% |
|
COMCAST CORP-CL A | 3.0% |
|
JEFFERIES FINANCIAL GROUP INC. | 3.0% |
|
STATE STREET CORP | 2.9% |
|
EAST WEST BANCORP INC | 2.9% |
UDI Underweight Relative to DDIV
|
ANTERO MIDSTREAM PARTNERS LP | -4.2% |
|
SIMON PROPERTY GROUP INC | -4.0% |
|
COMERICA INC | -4.0% |
|
BRIXMOR PROPERTY GROUP INC | -3.6% |
|
KINDER MORGAN INC | -3.3% |
|
AT&T INC | -3.1% |
|
REGENCY CENTERS CORP | -3.1% |
|
ZIONS BANCORPORATION | -3.0% |
|
KENVUE, INC. | -2.9% |
|
WILLIAMS COS INC | -2.8% |