Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
14.3%
% of UDI's 36 holdings also in GSIB
18.5%
% of GSIB's 27 holdings also in UDI
Overlap by Weight
Sector Drift (UDI minus GSIB)
Overlapping Holdings
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| Company | Weight in UDI |
Weight in GSIB |
Overlap | |
|---|---|---|---|---|
 |
GOLDMAN SACHS GROUP INC | 4.5% | 4.0% | 4.0% |
|
BANK OF NEW YORK MELLON CORP | 3.9% | 4.1% | 3.9% |
|
JPMORGAN CHASE & CO | 4.1% | 3.8% | 3.8% |
 |
ROYAL BANK OF CANADA | 3.0% | 3.6% | 3.0% |
|
BANK OF AMERICA CORP | 2.5% | 3.8% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to GSIB
|
JOHNSON & JOHNSON | 4.7% |
|
COCA-COLA CO/THE | 4.6% |
|
JEFFERIES FINANCIAL GROUP INC. | 4.5% |
|
GILEAD SCIENCES INC | 4.4% |
|
OLD REPUBLIC INTL CORP | 4.4% |
|
PAYCHEX INC | 4.3% |
|
ABBVIE INC | 4.2% |
 |
MEDTRONIC PLC | 3.6% |
|
COMCAST CORP-CL A | 3.5% |
|
CISCO SYSTEMS INC | 3.4% |
UDI Underweight Relative to GSIB
|
WELLS FARGO & CO | -4.4% |
|
MORGAN STANLEY | -4.3% |
|
STATE STREET CORP | -4.1% |
 |
MIZUHO FINANCIAL GROUP-ADR | -4.0% |
|
MITSUBISHI UFJ FINL GRP-ADR | -3.7% |
|
CITIGROUP INC | -3.7% |
 |
BARCLAYS PLC-SPONS ADR | -3.6% |
|
SUMITOMO MITSUI-SPONS ADR | -3.6% |
 |
SOCIETE GENERALE | -3.5% |
 |
INDUSTRIAL AND COMMERCIAL BANK OF CH | -3.5% |