Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
52
Number of overlapping holdings
54.2%
% of DVY's 98 holdings also in CDL
52.0%
% of CDL's 102 holdings also in DVY
Overlap by Weight
Sector Drift (DVY minus CDL)
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 DVY |
Weight in CDL |
Overlap | |
---|---|---|---|---|
PHILIP MORRIS INTERNATIONAL | 2.0% | 1.6% | 1.6% | |
ALTRIA GROUP INC | 3.2% | 1.4% | 1.4% | |
PUBLIC SERVICE ENTERPRISE GP | 1.3% | 1.3% | 1.3% | |
KIMBERLY-CLARK CORP | 1.2% | 1.5% | 1.2% | |
ALLIANT ENERGY CORP | 1.2% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
DVY Overweight Relative to CDL
ALTRIA GROUP INC | 1.9% | |
TRUIST FINANCIAL CORPORATION | 1.9% | |
EVERSOURCE ENERGY | 1.4% | |
NEWMONT MINING CORP | 1.4% | |
NRG ENERGY INC | 1.2% | |
KEYCORP | 1.2% | |
CITIZENS FINANCIAL GROUP, INC. | 1.1% | |
PINNACLE WEST CAPITAL | 1.1% | |
AT&T INC | 1.1% | |
FIRST HORIZON NATIONAL CORP | 1.0% |
DVY Underweight Relative to CDL
KINDER MORGAN INC | -1.5% | |
WILLIAMS COS INC | -1.4% | |
DUKE ENERGY CORP | -1.4% | |
SOUTHERN CO | -1.3% | |
PEPSICO INC | -1.3% | |
JOHNSON & JOHNSON | -1.3% | |
ABBVIE INC | -1.3% | |
CONSOLIDATED EDISON INC | -1.3% | |
CORNING INC | -1.2% | |
BANK OF NEW YORK MELLON CORP | -1.2% |