Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
CDL
103
HOLDINGS
13%
ALSO IN UPGD
UPGD
50
HOLDINGS
26%
ALSO IN CDL
SECTOR DRIFT (CDL minus UPGD)
OVERLAPPING HOLDINGS
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| Company | Weight in CDL |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
WEC ENERGY GROUP INC | 1.5% | 2.0% | 1.5% |
|
AMERICAN ELECTRIC POWER | 1.4% | 1.9% | 1.4% |
|
ALLIANT ENERGY CORP | 1.4% | 2.0% | 1.4% |
|
SOUTHERN CO | 1.4% | 1.9% | 1.4% |
 |
MEDTRONIC PLC | 1.2% | 2.0% | 1.2% |
CDL Overweight Relative to UPGD
|
EVERGY, INC. | 1.6% |
|
JOHNSON & JOHNSON | 1.5% |
|
COCA-COLA CO/THE | 1.5% |
|
CMS ENERGY CORP | 1.5% |
|
CME GROUP INC | 1.4% |
|
DUKE ENERGY CORP | 1.4% |
|
DTE ENERGY COMPANY | 1.4% |
|
PPL CORPORATION | 1.4% |
|
EXELON CORP | 1.4% |
|
XCEL ENERGY INC | 1.3% |
CDL Underweight Relative to UPGD
|
FAIR ISAAC CORP | -2.7% |
|
CATERPILLAR INC | -2.3% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -2.2% |
|
CLOUDFLARE INC CLASS A | -2.2% |
|
C.H. ROBINSON WORLDWIDE INC | -2.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.2% |
|
CARVANA CO. CLASS A | -2.2% |
|
WATERS CORP | -2.1% |
|
NETAPP INC | -2.1% |
|
CUMMINS INC | -2.1% |