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
33
Number of overlapping holdings
44.0%
% of HDV's 75 holdings also in LVHD
28.7%
% of LVHD's 118 holdings also in HDV
Overlap by Weight
Sector Drift (HDV minus LVHD)
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 HDV |
Weight in LVHD |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 3.9% | 2.8% | 2.8% |
|
COCA-COLA CO/THE | 3.6% | 2.6% | 2.6% |
|
JOHNSON & JOHNSON | 6.2% | 2.6% | 2.6% |
|
INTL BUSINESS MACHINES CORP | 3.3% | 2.4% | 2.4% |
|
PEPSICO INC | 3.7% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to LVHD
|
EXXON MOBIL CORP | 10.1% |
|
ABBVIE INC | 5.1% |
|
CHEVRON CORP | 4.8% |
|
AT&T INC | 4.6% |
|
PHILIP MORRIS INTERNATIONAL | 4.6% |
|
MERCK & CO. INC. | 3.6% |
|
JOHNSON & JOHNSON | 3.6% |
|
TEXAS INSTRUMENTS INC | 2.6% |
|
CONOCOPHILLIPS | 2.2% |
|
CISCO SYSTEMS INC | 1.9% |
HDV Underweight Relative to LVHD
|
KEURIG DR PEPPER INC. | -2.5% |
|
US BANCORP | -2.5% |
|
HOME DEPOT INC | -2.5% |
|
XCEL ENERGY INC | -2.5% |
|
BRISTOL-MYERS SQUIBB CO | -2.4% |
|
VERIZON COMMUNICATIONS INC | -2.3% |
|
KRAFT HEINZ COMPANY | -2.0% |
|
EXELON CORP | -1.8% |
|
AMERICAN ELECTRIC POWER | -1.8% |
|
UNITED PARCEL SERVICE-CL B | -1.6% |