Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
6.0%
% of VYM's 537 holdings also in UDI
86.1%
% of UDI's 38 holdings also in VYM
Overlap by Weight
Sector Drift (VYM minus UDI)
Overlapping Holdings
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| Company | Weight in VYM |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.9% | 3.6% | 3.6% |
|
JOHNSON & JOHNSON | 2.3% | 4.4% | 2.3% |
|
ABBVIE INC | 2.1% | 4.5% | 2.1% |
|
BANK OF AMERICA CORP | 1.6% | 2.2% | 1.6% |
|
COCA-COLA CO/THE | 1.6% | 1.7% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to UDI
|
BROADCOM INC. | 4.4% |
|
EXXON MOBIL CORP | 3.0% |
|
PROCTER & GAMBLE CO/THE | 2.3% |
|
WAL-MART STORES INC | 2.1% |
|
HOME DEPOT INC | 2.0% |
|
CHEVRON CORP | 1.6% |
|
PHILIP MORRIS INTERNATIONAL | 1.4% |
|
WELLS FARGO & CO | 1.3% |
|
ABBOTT LABORATORIES | 1.3% |
|
INTL BUSINESS MACHINES CORP | 1.3% |
VYM Underweight Relative to UDI
|
GILEAD SCIENCES INC | -5.3% |
|
PAYCHEX INC | -4.5% |
|
OLD REPUBLIC INTL CORP | -4.4% |
 |
MEDTRONIC PLC | -3.3% |
|
BANK OF NEW YORK MELLON CORP | -3.1% |
|
JEFFERIES FINANCIAL GROUP INC. | -2.9% |
|
STATE STREET CORP | -2.8% |
|
EAST WEST BANCORP INC | -2.8% |
|
CISCO SYSTEMS INC | -2.8% |
|
INTERPUBLIC GROUP OF COS INC | -2.6% |