Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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40
Number of overlapping holdings
40.0%
% of CDL's 102 holdings also in LVHD
34.8%
% of LVHD's 118 holdings also in CDL
Overlap by Weight
Sector Drift (CDL minus LVHD)
Overlapping Holdings
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| Company | Weight in CDL |
Weight in LVHD |
Overlap | |
|---|---|---|---|---|
 |
COCA-COLA CO/THE | 1.7% | 2.6% | 1.7% |
|
KIMBERLY-CLARK CORP | 1.5% | 2.2% | 1.5% |
|
DUKE ENERGY CORP | 1.4% | 2.4% | 1.4% |
|
ALTRIA GROUP INC | 1.4% | 2.8% | 1.4% |
|
LOCKHEED MARTIN CORP | 1.4% | 2.6% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
CDL Overweight Relative to LVHD
|
PHILIP MORRIS INTERNATIONAL | 1.6% |
|
KINDER MORGAN INC | 1.5% |
|
WILLIAMS COS INC | 1.4% |
|
PUBLIC SERVICE ENTERPRISE GP | 1.3% |
|
ABBVIE INC | 1.3% |
|
CORNING INC | 1.2% |
|
PPL CORPORATION | 1.2% |
|
SEMPRA ENERGY | 1.2% |
|
BANK OF NEW YORK MELLON CORP | 1.2% |
|
HP INC. | 1.2% |
CDL Underweight Relative to LVHD
|
KEURIG DR PEPPER INC. | -2.5% |
|
HOME DEPOT INC | -2.5% |
|
US BANCORP | -1.8% |
|
SYSCO CORP | -1.7% |
|
AMERICAN ELECTRIC POWER | -1.6% |
|
VICI PROPERTIES INC | -1.6% |
|
VERIZON COMMUNICATIONS INC | -1.5% |
|
ALTRIA GROUP INC | -1.5% |
|
XCEL ENERGY INC | -1.4% |
|
BRISTOL-MYERS SQUIBB CO | -1.4% |