Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
UDI vs FDV
Shared holdings
13
UDI covered by FDV
23.10%
FDV covered by UDI
23.10%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 41 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
UDI (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JOHNSON&JOHNSON | 4.57% | |
| CONOCOPHILLIPS | 4.43% | |
| GSK plc SPONSORED ADR | 4.17% | |
| ABBVIE INC | 3.97% | |
| STATE STREET CORP | 3.60% | |
| PHILLIPS 66 | 3.29% | |
| EXELON CORP | 3.20% | |
| EAST WEST BNCRP | 3.06% | |
| CAN NATURAL RES | 3.05% | |
| OLD REPUBLIC INTL CORP | 3.02% | |
| MEDTRONIC PLC | 2.86% | |
| LAMAR ADVERTISING CO CL A | 2.79% | |
| CME GROUP INC CL A | 2.70% | |
| VERIZON COMMUNICATIONS INC | 2.62% | |
| CITIGROUP INC | 2.51% | |
| GILEAD SCIENCES INC | 2.47% | |
| SNAP-ON INCORPORATED | 2.44% | |
| GAP INC/THE | 2.38% | |
| ENTERGY CORP | 2.38% | |
| EQUITY LIFESTYLE PPTYS INC | 2.36% | |
| BANK OF AMERICA CORPORATION | 2.35% | |
| PAYCHEX INC | 2.28% | |
| EASTMAN CHEMICAL CO | 2.21% | |
| HOST HOTELS & RE | 2.14% | |
| NUTRIEN LTD | 2.14% | |
| M&T BANK CORP | 2.07% | |
| OMNICOM GROUP INC | 2.02% | |
| GOLDMAN SACHS GROUP INC | 2.01% | |
| BANK OF NEW YORK MELLON CORP | 1.99% | |
| US BANCORP DEL | 1.98% | |
| CISCO SYSTEMS INC | 1.98% | |
| REGIONS FINANCIAL CORP | 1.95% | |
| HORMEL FOODS CRP | 1.88% | |
| COMCAST CORP CL A | 1.72% | |
| TEXAS INSTRUMENTS INC | 1.57% | |
| TC ENERGY CORP | 1.55% | |
| CMS ENERGY CORP | 1.52% | |
| OGE ENERGY CORP | 1.46% | |
| DREY-GVT CSH-I | 1.28% | |
| COCA-COLA CO/THE | 1.08% | |
| STAG INDUSTRIAL INC CL A | 0.96% |
FDV (April 30, 2026)
| Security | Weight | |
|---|---|---|
| PNC FINANCIAL SERVICES GRP INC | 4.08% | |
| ABBVIE INC | 3.87% | |
| PAYCHEX INC | 3.84% | |
| US BANCORP DEL | 3.61% | |
| CHEVRON CORP | 3.54% | |
| AMGEN INC | 3.06% | |
| PROLOGIS INC REIT | 3.04% | |
| WEC ENERGY GROUP INC | 2.89% | |
| TEXAS INSTRUMENTS INC | 2.76% | |
| AMDOCS LTD | 2.68% | |
| MORGAN STANLEY | 2.59% | |
| CME GROUP INC CL A | 2.52% | |
| TRUIST FINL CORP | 2.49% | |
| PEPSICO INC | 2.48% | |
| EVERGY INC | 2.46% | |
| PFIZER INC | 2.45% | |
| KIMCO REALTY CORPORATION | 2.43% | |
| PHILIP MORRIS INTL INC | 2.41% | |
| NEXTERA ENERGY INC | 2.32% | |
| PPL CORPORATION | 2.27% | |
| AMCOR PLC | 2.15% | |
| FIRSTENERGY CORP | 2.15% | |
| DARDEN RESTAURANTS INC | 2.13% | |
| VERIZON COMMUNICATIONS INC | 2.01% | |
| NNN REIT INC | 1.98% | |
| EOG RESOURCES INC | 1.97% | |
| MONDELEZ INTL INC | 1.85% | |
| EASTMAN CHEMICAL CO | 1.59% | |
| COCA-COLA CO/THE | 1.59% | |
| CONOCOPHILLIPS | 1.54% | |
| AMERICAN TOWER CORP | 1.50% | |
| SOUTHERN CO | 1.49% | |
| WATSCO INC | 1.46% | |
| MEDTRONIC PLC | 1.42% | |
| TARGA RESOURCES CORP | 1.40% | |
| MCCORMICK-N/V | 1.36% | |
| PRINCIPAL FINL GROUP INC | 1.33% | |
| EXXON MOBIL CORP | 1.27% | |
| SNAP-ON INCORPORATED | 1.24% | |
| ENTERGY CORP | 1.17% | |
| SYSCO CORP | 1.10% | |
| DUKE ENERGY CORP NEW | 1.09% | |
| HP INC | 1.08% | |
| AMERICAN ELECTRIC POWER CO INC | 1.07% | |
| MSC INDUSTRIAL DIRECT CO CL A | 1.05% | |
| ALTRIA GROUP INC | 1.03% | |
| MERCK & CO | 1.01% | |
| BEST BUY CO INC | 0.84% | |
| JOHNSON&JOHNSON | 0.81% | |
| AUTOMATIC DATA PROCESSING INC | 0.52% |
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