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
23.0%
% of INEQ's 101 holdings also in HDV
30.7%
% of HDV's 75 holdings also in INEQ
Overlap by Weight
Sector Drift (INEQ minus HDV)
Overlapping Holdings
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| Company | Weight in INEQ |
Weight in HDV |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 4.2% | 9.7% | 4.2% |
|
CHEVRON CORP | 4.1% | 6.2% | 4.1% |
|
COCA-COLA CO/THE | 3.9% | 4.7% | 3.9% |
|
PEPSICO INC | 3.3% | 4.0% | 3.3% |
|
VERIZON COMMUNICATIONS INC | 2.5% | 6.4% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
INEQ Overweight Relative to HDV
|
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% |
INEQ Underweight Relative to HDV
|
JOHNSON & JOHNSON | -7.4% |
|
ABBVIE INC | -7.0% |
|
EXXON MOBIL CORP | -5.6% |
|
PHILIP MORRIS INTERNATIONAL | -5.2% |
|
ALTRIA GROUP INC | -4.3% |
|
VERIZON COMMUNICATIONS INC | -3.9% |
|
TEXAS INSTRUMENTS INC | -2.8% |
 |
MEDTRONIC PLC | -2.1% |
|
CHEVRON CORP | -2.1% |
|
DUKE ENERGY CORP | -1.9% |