Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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29
Number of overlapping holdings
29.0%
% of UPSD's 100 holdings also in BMVP
56.9%
% of BMVP's 52 holdings also in UPSD
Overlap by Weight
Sector Drift (UPSD minus BMVP)
Overlapping Holdings
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| Company | Weight in UPSD |
Weight in BMVP |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 5.0% | 1.9% | 1.9% |
|
AMERISOURCEBERGEN CORP | 1.6% | 2.0% | 1.6% |
|
LOCKHEED MARTIN CORP | 1.4% | 1.5% | 1.4% |
|
SYSCO CORP | 1.3% | 1.8% | 1.3% |
|
AUTOMATIC DATA PROCESSING | 1.3% | 2.0% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
UPSD Overweight Relative to BMVP
|
NVIDIA CORP | 4.9% |
|
MICROSOFT CORP | 4.7% |
|
APPLE INC | 3.1% |
|
AMAZON.COM INC | 2.0% |
|
MASTERCARD INCORPORATED CLASS A | 1.5% |
|
COLGATE-PALMOLIVE CO | 1.4% |
|
VERISK ANALYTICS INC-CLASS A | 1.3% |
|
ILLINOIS TOOL WORKS | 1.2% |
|
VISA INC. CLASS A | 1.2% |
|
ELI LILLY & CO | 1.1% |
UPSD Underweight Relative to BMVP
|
TARGA RESOURCES CORP | -2.5% |
|
ENTERGY CORP | -2.2% |
|
FOX CORPORATION CLASS A | -2.2% |
|
CARDINAL HEALTH INC | -2.1% |
|
EOG RESOURCES, INC. | -2.0% |
|
SS&C TECHNOLOGIES HOLDINGS | -1.9% |
|
INTL BUSINESS MACHINES CORP | -1.9% |
|
AT&T INC | -1.9% |
|
BROWN & BROWN INC | -1.9% |
|
3M CO | -1.8% |