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NUDG vs TDVG

Shared holdings
25
NUDG covered by TDVG
38.14%
TDVG covered by NUDG
38.14%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 44 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

NUDG (Jan. 31, 2026)

SecurityWeight
MICROSOFT CORP6.77%
APPLE INC6.20%
BROADCOM INC4.72%
TAIWAN SEMIC MFG CO LTD SP ADR3.70%
AMPHENOL CORPORATION CL A3.65%
JPMORGAN CHASE and CO3.56%
WALMART INC3.08%
AMERICAN EXPRESS CO2.77%
MASTERCARD INC CL A2.70%
NEXTERA ENERGY INC2.68%
PHILIP MORRIS INTL INC2.52%
HONEYWELL INTL INC2.41%
MCDONALDS CORP2.39%
MOTOROLA SOLUTIONS INC2.34%
TJX COS INC2.32%
EXXON MOBIL CORP2.28%
PROLOGIS INC REIT2.14%
ACCENTURE PLC-A2.10%
EATON CORP PLC2.04%
ABBVIE INC1.96%
CHEVRON CORP1.94%
TRANE TECHNOLOGI1.92%
S&P GLOBAL INC1.91%
NORTHROP GRUMMAN CORP1.89%
WEC ENERGY GROUP INC1.88%
LINDE PLC1.88%
DANAHER CORP1.85%
MERCK & CO1.78%
ARES MANAGEMENT CORP CL A1.74%
META PLATFORMS INC CL A1.68%
LOWES COS INC1.67%
MARSH & MCLENNAN1.65%
AMERICAN TOWER CORP1.62%
ABBOTT LABS1.61%
ELEVANCE HEALTH INC1.54%
NASDAQ INC1.53%
UNION PACIFIC CORP1.43%
SMURFIT WESTROCK1.43%
COMCAST CORP CL A1.22%
STARBUCKS CORP1.20%
Fixed Income Clearing Corporation1.13%
PEPSICO INC1.12%
MONDELEZ INTL INC1.07%
ZOETIS INC CL A1.01%

TDVG (March 31, 2026)

SecurityWeight
APPLE INC5.11%
MICROSOFT CORP4.47%
BROADCOM INC3.25%
JPMORGAN CHASE and CO3.05%
VISA INC-CLASS A2.57%
EXXON MOBIL CORP2.11%
CHUBB LTD2.07%
GENERAL ELECTRIC CO2.05%
WALMART INC1.92%
BANK OF AMERICA CORPORATION1.80%
ROSS STORES INC1.69%
LILLY ELI and CO1.57%
LINDE PLC1.56%
KLA CORP1.56%
ANALOG DEVICES INC1.55%
COCA-COLA CO/THE1.47%
MORGAN STANLEY1.47%
CONOCOPHILLIPS1.41%
SCHWAB CHARLES CORP1.41%
HILTON WORLDWIDE HOLDINGS INC1.41%
AMERICAN EXPRESS CO1.39%
NORTHROP GRUMMAN CORP1.38%
MCKESSON CORP1.37%
AstraZeneca PLC ORD USD0.251.37%
DEERE & CO1.32%
HOME DEPOT INC1.31%
AMEREN CORP1.30%
MARSH & MCLENNAN1.29%
ABBVIE INC1.28%
HOWMET AEROSPACE INC1.28%
GILEAD SCIENCES INC1.16%
T-MOBILE US INC1.15%
THERMO FISHER SCIENTIFIC INC1.15%
UNITEDHEALTH GRP1.15%
MCDONALDS CORP1.14%
PHILIP MORRIS INTL INC1.08%
AMPHENOL CORPORATION CL A1.06%
UNION PACIFIC CORP1.06%
WASTE CONNECTIONS INC1.04%
COLGATE-PALMOLIVE CO1.04%
CATERPILLAR INC1.01%
TAIWAN SEMIC MFG CO LTD SP ADR1.00%
CISCO SYSTEMS INC0.99%
SHERWIN WILLIAMS CO0.97%
QUEST DIAGNOSTICS INC0.96%
STRYKER CORP0.95%
TE CONNECTIVITY0.95%
MONDELEZ INTL INC0.92%
ATMOS ENERGY CORP0.91%
EQUITY RESIDENTIAL REIT0.91%

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