Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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37
Number of overlapping holdings
37.0%
% of UPSD's 100 holdings also in XRLV
37.8%
% of XRLV's 98 holdings also in UPSD
Overlap by Weight
Sector Drift (UPSD minus XRLV)
Overlapping Holdings
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| Company | Weight in UPSD |
Weight in XRLV |
Overlap | |
|---|---|---|---|---|
 |
COLGATE-PALMOLIVE CO | 1.4% | 1.2% | 1.2% |
|
MASTERCARD INCORPORATED CLASS A | 1.5% | 1.1% | 1.1% |
|
VISA INC. CLASS A | 1.2% | 1.1% | 1.1% |
|
AUTOMATIC DATA PROCESSING | 1.3% | 1.1% | 1.1% |
|
MOTOROLA SOLUTIONS | 1.3% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
UPSD Overweight Relative to XRLV
|
APPLE INC | 5.0% |
|
NVIDIA CORP | 4.9% |
|
MICROSOFT CORP | 4.7% |
|
AMAZON.COM INC | 2.0% |
|
VERISK ANALYTICS INC-CLASS A | 1.3% |
|
CHENIERE ENERGY INC | 1.2% |
|
ELI LILLY & CO | 1.1% |
|
WW GRAINGER INC | 1.1% |
|
SERVICENOW INC | 1.0% |
|
CHIPOTLE MEXICAN GRILL-CL A | 1.0% |
UPSD Underweight Relative to XRLV
|
BERKSHIRE HATHAWAY INC-CL B | -1.3% |
|
ATMOS ENERGY CORP | -1.2% |
|
BOSTON SCIENTIFIC CORP | -1.2% |
|
LOEWS CORP | -1.2% |
|
KINDER MORGAN INC | -1.1% |
|
VERISIGN INC | -1.1% |
|
NISOURCE INC | -1.1% |
|
T-MOBILE US, INC. | -1.1% |
|
PPL CORPORATION | -1.1% |
|
DUKE ENERGY CORP | -1.1% |