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
17
Number of overlapping holdings
23.3%
% of HDV's 75 holdings also in PWV
34.0%
% of PWV's 50 holdings also in HDV
Overlap by Weight
Sector Drift (HDV minus PWV)
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 PWV |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 8.4% | 3.6% | 3.6% |
|
CHEVRON CORP | 5.5% | 3.6% | 3.6% |
|
ABBVIE INC | 5.1% | 3.4% | 3.4% |
|
JOHNSON & JOHNSON | 5.4% | 3.3% | 3.3% |
|
PHILIP MORRIS INTERNATIONAL | 3.9% | 3.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to PWV
|
PROGRESSIVE CORP | 4.9% |
|
EXXON MOBIL CORP | 4.8% |
|
MERCK & CO. INC. | 3.5% |
|
COCA-COLA CO/THE | 3.4% |
|
PEPSICO INC | 3.4% |
|
AT&T INC | 2.4% |
|
MCDONALD'S CORP | 2.4% |
|
CME GROUP INC | 2.3% |
|
TEXAS INSTRUMENTS INC | 2.3% |
|
JOHNSON & JOHNSON | 2.1% |
HDV Underweight Relative to PWV
|
QUALCOMM INC | -3.2% |
|
JPMORGAN CHASE & CO | -3.2% |
|
BANK OF AMERICA CORP | -3.2% |
|
WELLS FARGO & CO | -3.1% |
|
HOME DEPOT INC | -3.1% |
|
MORGAN STANLEY | -3.0% |
|
GOLDMAN SACHS GROUP INC | -3.0% |
|
CENCORA INC | -1.6% |
|
CVS CAREMARK CORP | -1.5% |
|
CHENIERE ENERGY INC | -1.5% |