Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
11
Number of overlapping holdings
35.5%
% of DIVZ's 31 holdings also in TBG
32.4%
% of TBG's 34 holdings also in DIVZ
Overlap by Weight
Sector Drift (DIVZ minus TBG)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in DIVZ |
Weight in TBG |
Overlap | |
|---|---|---|---|---|
 |
VERIZON COMMUNICATIONS INC | 4.3% | 4.0% | 4.0% |
|
KENVUE, INC. | 3.2% | 3.2% | 3.2% |
|
BLUE OWL CAPITAL INC CLASS A | 4.3% | 3.1% | 3.1% |
|
CHEVRON CORP | 2.9% | 4.4% | 2.9% |
|
AMERICAN ELECTRIC POWER | 2.8% | 2.9% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
DIVZ Overweight Relative to TBG
 |
BRITISH AMERICAN TOB-SP ADR | 4.8% |
|
PHILIP MORRIS INTERNATIONAL | 4.6% |
|
KINDER MORGAN INC | 4.4% |
|
UNITEDHEALTH GROUP INC | 4.3% |
 |
ENBRIDGE INC | 3.7% |
|
UNITED PARCEL SERVICE-CL B | 3.5% |
|
CITIGROUP INC | 3.5% |
|
NEXTERA ENERGY GROUP | 3.5% |
 |
MEDTRONIC PLC | 3.4% |
|
AIR PRODUCTS & CHEMICALS INC | 3.3% |
DIVZ Underweight Relative to TBG
|
SIMON PROPERTY GROUP INC | -4.6% |
|
INTL BUSINESS MACHINES CORP | -4.2% |
|
GILEAD SCIENCES INC | -4.1% |
|
ENERGY TRANSFER, L.P. | -4.1% |
|
CISCO SYSTEMS INC | -4.0% |
|
LYONDELLBASELL INDU-CL A | -4.0% |
|
ENTERPRISE PRODUCTS PARTNERS | -3.8% |
|
CUMMINS INC | -3.7% |
|
BLACKSTONE GROUP LP/THE | -3.7% |
|
TRUIST FINANCIAL CORPORATION | -3.6% |