Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
11
Number of overlapping holdings
31.4%
% of UDI's 36 holdings also in SCHD
11.1%
% of SCHD's 103 holdings also in UDI
Overlap by Weight
Sector Drift (UDI minus SCHD)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in UDI |
Weight in SCHD |
Overlap | |
---|---|---|---|---|
ABBVIE INC | 4.2% | 4.4% | 4.2% | |
COCA-COLA CO/THE | 4.6% | 4.2% | 4.2% | |
CISCO SYSTEMS INC | 3.4% | 4.0% | 3.4% | |
TEXAS INSTRUMENTS INC | 2.4% | 4.0% | 2.4% | |
PFIZER INC | 1.9% | 3.6% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
UDI Overweight Relative to SCHD
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% |
UDI Underweight Relative to SCHD
LOCKHEED MARTIN CORP | -4.5% | |
BLACKROCK INC | -4.2% | |
HOME DEPOT INC | -4.1% | |
AMGEN INC | -4.0% | |
BRISTOL-MYERS SQUIBB CO | -4.0% | |
VERIZON COMMUNICATIONS INC | -3.7% | |
ALTRIA GROUP INC | -3.7% | |
PEPSICO INC | -3.7% | |
CHEVRON CORP | -3.5% | |
UNITED PARCEL SERVICE-CL B | -3.4% |