Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
22.4%
% of UPGD's 49 holdings also in BMVP
20.8%
% of BMVP's 53 holdings also in UPGD
Overlap by Weight
Sector Drift (UPGD minus BMVP)
Overlapping Holdings
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| Company | Weight in UPGD |
Weight in BMVP |
Overlap | |
|---|---|---|---|---|
 |
QUEST DIAGNOSTICS | 2.1% | 2.0% | 2.0% |
|
3M CO | 2.3% | 2.0% | 2.0% |
|
EBAY INC | 2.3% | 2.0% | 2.0% |
|
COGNIZANT TECH SOLUTIONS-A | 2.2% | 2.0% | 2.0% |
|
AMCOR PLC | 2.0% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
UPGD Overweight Relative to BMVP
|
AT&T INC | 2.3% |
|
KROGER CO | 2.3% |
|
NRG ENERGY INC | 2.3% |
|
ECOLAB INC | 2.2% |
|
CARMAX INC | 2.2% |
|
ALBERTSONS COMPANIES, INC. CLASS A | 2.2% |
|
AMGEN INC | 2.1% |
|
WATERS CORP | 2.1% |
|
HENRY SCHEIN INC | 2.1% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 2.1% |
UPGD Underweight Relative to BMVP
|
GILEAD SCIENCES INC | -2.1% |
|
INTL BUSINESS MACHINES CORP | -2.1% |
|
FOX CORPORATION CLASS A | -2.1% |
|
SS&C TECHNOLOGIES HOLDINGS | -2.1% |
|
LIVE NATION INC | -2.1% |
|
FISERV, INC. | -2.0% |
|
DISCOVER FINANCIAL SERVICES | -2.0% |
|
JOHNSON & JOHNSON | -2.0% |
|
PROGRESSIVE CORP | -2.0% |
|
EVERGY, INC. | -2.0% |