Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
LVDS
131
HOLDINGS
7%
ALSO IN UPGD
UPGD
50
HOLDINGS
18%
ALSO IN LVDS
SECTOR DRIFT (LVDS minus UPGD)
OVERLAPPING HOLDINGS
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| Company | Weight in LVDS |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
MEDTRONIC PLC | 5.0% | 2.0% | 2.0% |
 |
NORTHROP GRUMMAN CORP | 3.2% | 2.0% | 2.0% |
|
3M CO | 4.6% | 2.0% | 2.0% |
|
SOUTHERN CO | 3.6% | 1.9% | 1.9% |
|
COGNIZANT TECH SOLUTIONS-A | 3.9% | 1.9% | 1.9% |
LVDS Overweight Relative to UPGD
|
ALPHABET INC. CLASS C | 17.6% |
|
WELLS FARGO & CO | 14.1% |
|
AMAZON.COM INC | 13.6% |
|
BANK OF AMERICA CORP | 12.9% |
|
EXXON MOBIL CORP | 12.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 11.6% |
|
PHILIP MORRIS INTERNATIONAL | 9.4% |
|
RTX CORP | 9.2% |
|
MORGAN STANLEY | 8.5% |
|
META PLATFORMS INC | 7.8% |
LVDS 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% |