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
23
Number of overlapping holdings
30.7%
% of HDV's 81 holdings also in INEQ
23.0%
% of INEQ's 101 holdings also in HDV
Overlap by Weight
Sector Drift (HDV minus INEQ)
Overlapping Holdings
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| Company | Weight in HDV |
Weight in INEQ |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 9.3% | 4.2% | 4.2% |
|
CHEVRON CORP | 6.0% | 4.1% | 4.1% |
|
COCA-COLA CO/THE | 4.7% | 3.9% | 3.9% |
|
PEPSICO INC | 4.1% | 3.3% | 3.3% |
|
VERIZON COMMUNICATIONS INC | 6.8% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to INEQ
|
JOHNSON & JOHNSON | 7.4% |
|
ABBVIE INC | 7.0% |
|
PHILIP MORRIS INTERNATIONAL | 5.4% |
|
EXXON MOBIL CORP | 5.1% |
|
VERIZON COMMUNICATIONS INC | 4.4% |
|
ALTRIA GROUP INC | 4.3% |
|
TEXAS INSTRUMENTS INC | 2.6% |
 |
MEDTRONIC PLC | 2.2% |
|
DUKE ENERGY CORP | 2.0% |
|
SOUTHERN CO | 2.0% |
HDV Underweight Relative to INEQ
|
BROADCOM INC. | -5.7% |
|
HOME DEPOT INC | -4.6% |
|
BANK OF AMERICA CORP | -4.5% |
|
UNITEDHEALTH GROUP INC | -4.3% |
|
QUALCOMM INC | -3.5% |
|
AMGEN INC | -2.4% |
|
CATERPILLAR INC | -2.3% |
|
INTL BUSINESS MACHINES CORP | -2.3% |
|
AT&T INC | -1.9% |
|
SCHWAB (CHARLES) CORP | -1.8% |