Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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35
Number of overlapping holdings
36.8%
% of FDL's 96 holdings also in LVHD
31.8%
% of LVHD's 113 holdings also in FDL
Overlap by Weight
Sector Drift (FDL minus LVHD)
Overlapping Holdings
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| Company | Weight in FDL |
Weight in LVHD |
Overlap | |
|---|---|---|---|---|
 |
INTL BUSINESS MACHINES CORP | 4.2% | 3.1% | 3.1% |
|
ALTRIA GROUP INC | 4.8% | 2.9% | 2.9% |
|
PHILIP MORRIS INTERNATIONAL | 6.0% | 2.9% | 2.9% |
|
CHEVRON CORP | 8.5% | 2.6% | 2.6% |
|
DUKE ENERGY CORP | 2.3% | 2.4% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
FDL Overweight Relative to LVHD
|
VERIZON COMMUNICATIONS INC | 8.4% |
|
ABBVIE INC | 7.8% |
|
PFIZER INC | 6.7% |
|
CHEVRON CORP | 5.9% |
|
FORD MOTOR CO | 3.3% |
|
UNITED PARCEL SERVICE-CL B | 3.2% |
|
PHILIP MORRIS INTERNATIONAL | 3.1% |
|
GILEAD SCIENCES INC | 2.6% |
|
CVS CAREMARK CORP | 2.4% |
|
ALTRIA GROUP INC | 2.0% |
FDL Underweight Relative to LVHD
|
MCDONALD'S CORP | -2.9% |
|
COCA-COLA CO/THE | -2.8% |
|
JOHNSON & JOHNSON | -2.7% |
|
SOUTHERN CO | -2.6% |
|
PEPSICO INC | -2.5% |
|
CISCO SYSTEMS INC | -2.5% |
|
MONDELEZ INTERNATIONAL INC-A | -2.4% |
|
KEURIG DR PEPPER INC. | -2.3% |
|
LOCKHEED MARTIN CORP | -2.2% |
|
HERSHEY CO/THE | -2.2% |