Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
29.7%
% of BDIV's 37 holdings also in DIVZ
35.5%
% of DIVZ's 31 holdings also in BDIV
Overlap by Weight
Sector Drift (BDIV minus DIVZ)
Overlapping Holdings
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| Company | Weight in BDIV |
Weight in DIVZ |
Overlap | |
|---|---|---|---|---|
 |
UNITEDHEALTH GROUP INC | 4.1% | 4.3% | 4.1% |
|
PHILIP MORRIS INTERNATIONAL | 2.9% | 4.6% | 2.9% |
|
CHEVRON CORP | 3.5% | 2.9% | 2.9% |
|
ORACLE CORP | 3.7% | 2.5% | 2.5% |
|
MORGAN STANLEY | 2.9% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
BDIV Overweight Relative to DIVZ
|
MICROSOFT CORP | 7.5% |
|
APPLE INC | 5.7% |
 |
TRANE TECHNOLOGIES PLC | 4.5% |
|
JPMORGAN CHASE & CO | 3.4% |
|
T-MOBILE US, INC. | 3.2% |
|
COSTCO WHOLESALE CORP | 3.2% |
|
LOWE'S COS INC | 3.1% |
 |
LINDE PLC | 2.9% |
|
FERGUSON ENTERPRISES INC | 2.7% |
|
VISA INC. CLASS A | 2.6% |
BDIV Underweight Relative to DIVZ
|
BRITISH AMERICAN TOB-SP ADR | -4.8% |
|
KINDER MORGAN INC | -4.4% |
|
BLUE OWL CAPITAL INC CLASS A | -4.3% |
|
VERIZON COMMUNICATIONS INC | -4.3% |
|
EXXON MOBIL CORP | -3.9% |
 |
ENBRIDGE INC | -3.7% |
|
UNITED PARCEL SERVICE-CL B | -3.5% |
|
CITIGROUP INC | -3.5% |
|
AIR PRODUCTS & CHEMICALS INC | -3.3% |
|
KENVUE, INC. | -3.2% |