Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
22.2%
% of UDI's 38 holdings also in DIVS
22.9%
% of DIVS's 36 holdings also in UDI
Overlap by Weight
Sector Drift (UDI minus DIVS)
Overlapping Holdings
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| Company | Weight in UDI |
Weight in DIVS |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 4.5% | 3.1% | 3.1% |
|
JOHNSON & JOHNSON | 4.4% | 2.9% | 2.9% |
|
PAYCHEX INC | 4.8% | 2.9% | 2.9% |
 |
MEDTRONIC PLC | 4.0% | 2.8% | 2.8% |
|
CISCO SYSTEMS INC | 4.2% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to DIVS
|
GILEAD SCIENCES INC | 6.1% |
|
OLD REPUBLIC INTL CORP | 4.4% |
|
JPMORGAN CHASE & CO | 3.6% |
|
BANK OF NEW YORK MELLON CORP | 3.5% |
|
VERIZON COMMUNICATIONS INC | 3.4% |
|
GOLDMAN SACHS GROUP 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 DIVS
 |
NESTLE SA-REG | -3.2% |
|
ROCHE HOLDING AG-BR | -3.2% |
|
MONDELEZ INTERNATIONAL INC-A | -3.2% |
 |
DANONE | -3.1% |
 |
ASSA ABLOY AB CLASS B | -3.0% |
 |
DEUTSCHE BOERSE AG | -3.0% |
|
OTIS WORLDWIDE CORPORATION | -2.9% |
|
ATLAS COPCO AB CLASS A | -2.9% |
|
PEPSICO INC | -2.9% |
|
ILLINOIS TOOL WORKS | -2.9% |