Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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28
Number of overlapping holdings
5.3%
% of VYM's 545 holdings also in UDI
80.0%
% of UDI's 36 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% | 4.1% | 3.9% |
|
JOHNSON & JOHNSON | 2.1% | 4.7% | 2.1% |
|
BANK OF AMERICA CORP | 1.8% | 2.5% | 1.8% |
|
ABBVIE INC | 1.6% | 4.2% | 1.6% |
|
MERCK & CO. INC. | 1.4% | 2.6% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to UDI
|
BROADCOM INC. | 4.2% |
|
EXXON MOBIL CORP | 3.0% |
|
HOME DEPOT INC | 2.3% |
|
PROCTER & GAMBLE CO/THE | 2.2% |
|
WAL-MART STORES INC | 2.0% |
|
CHEVRON CORP | 1.5% |
|
WELLS FARGO & CO | 1.5% |
|
PEPSICO INC | 1.2% |
|
MCDONALD'S CORP | 1.2% |
|
ABBOTT LABORATORIES | 1.1% |
VYM Underweight Relative to UDI
|
JEFFERIES FINANCIAL GROUP INC. | -4.4% |
|
OLD REPUBLIC INTL CORP | -4.3% |
|
PAYCHEX INC | -4.0% |
|
GILEAD SCIENCES INC | -3.8% |
|
BANK OF NEW YORK MELLON CORP | -3.6% |
|
GOLDMAN SACHS GROUP INC | -3.4% |
|
COCA-COLA CO/THE | -3.3% |
|
INTERPUBLIC GROUP OF COS INC | -3.1% |
 |
ROYAL BANK OF CANADA | -3.0% |
|
EAST WEST BANCORP INC | -3.0% |