Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
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% |