Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
8
Number of overlapping holdings
14.8%
% of YLDE's 57 holdings also in UDI
22.9%
% of UDI's 36 holdings also in YLDE
Overlap by Weight
Sector Drift (YLDE minus UDI)
Overlapping Holdings
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| Company | Weight in YLDE |
Weight in UDI |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 3.3% | 4.1% | 3.3% |
|
COMCAST CORP-CL A | 3.0% | 3.5% | 3.0% |
|
MERCK & CO. INC. | 2.2% | 2.6% | 2.2% |
|
COCA-COLA CO/THE | 2.2% | 4.6% | 2.2% |
|
JOHNSON & JOHNSON | 1.5% | 4.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
YLDE Overweight Relative to UDI
|
MICROSOFT CORP | 4.2% |
|
WILLIAMS COS INC | 3.9% |
|
APOLLO GLOBAL MANAGEMENT INC. | 3.6% |
 |
NESTLE SA-SPONS ADR | 3.4% |
|
SEMPRA ENERGY | 3.2% |
|
BECTON DICKINSON AND CO | 2.9% |
 |
LINDE PLC | 2.7% |
|
BROADCOM INC. | 2.6% |
|
VISA INC. CLASS A | 2.6% |
|
TRAVELERS COS INC/THE | 2.5% |
YLDE Underweight Relative to UDI
|
JEFFERIES FINANCIAL GROUP INC. | -4.5% |
|
GOLDMAN SACHS GROUP INC | -4.5% |
|
OLD REPUBLIC INTL CORP | -4.4% |
|
PAYCHEX INC | -4.3% |
|
ABBVIE INC | -4.2% |
|
BANK OF NEW YORK MELLON CORP | -3.9% |
 |
MEDTRONIC PLC | -3.6% |
|
GILEAD SCIENCES INC | -3.3% |
|
JOHNSON & JOHNSON | -3.2% |
|
INTERPUBLIC GROUP OF COS INC | -3.2% |