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
22.9%
% of UDI's 36 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 | 4.2% | 3.2% | 3.2% |
|
JOHNSON & JOHNSON | 4.7% | 3.0% | 3.0% |
|
CISCO SYSTEMS INC | 3.4% | 2.8% | 2.8% |
|
PAYCHEX INC | 4.3% | 2.7% | 2.7% |
|
COCA-COLA CO/THE | 4.6% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to DIVS
|
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% |
|
COMCAST CORP-CL A | 3.5% |
|
INTERPUBLIC GROUP OF COS INC | 3.2% |
|
EAST WEST BANCORP INC | 3.1% |
 |
ROYAL BANK OF CANADA | 3.0% |
UDI Underweight Relative to DIVS
 |
ROCHE HOLDING AG-BR | -3.9% |
|
ARTHUR J GALLAGHER & CO | -3.2% |
 |
UNILEVER PLC | -3.1% |
 |
SONIC HEALTHCARE LTD | -3.1% |
|
BROADCOM INC. | -3.0% |
|
MICROSOFT CORP | -3.0% |
|
AFLAC INC | -2.9% |
|
RECKITT BENCKISER GROUP PLC | -2.9% |
|
EMERSON ELECTRIC CO | -2.9% |
|
ILLINOIS TOOL WORKS | -2.9% |