Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
40
Number of overlapping holdings
34.8%
% of LVHD's 118 holdings also in CDL
40.0%
% of CDL's 102 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus CDL)
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 LVHD |
Weight in CDL |
Overlap | |
---|---|---|---|---|
COCA-COLA CO/THE | 2.6% | 1.7% | 1.7% | |
KIMBERLY-CLARK CORP | 2.2% | 1.5% | 1.5% | |
DUKE ENERGY CORP | 2.4% | 1.4% | 1.4% | |
ALTRIA GROUP INC | 2.8% | 1.4% | 1.4% | |
LOCKHEED MARTIN CORP | 2.6% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to CDL
KEURIG DR PEPPER INC. | 2.5% | |
HOME DEPOT INC | 2.5% | |
US BANCORP | 1.8% | |
SYSCO CORP | 1.7% | |
AMERICAN ELECTRIC POWER | 1.6% | |
VICI PROPERTIES INC | 1.6% | |
VERIZON COMMUNICATIONS INC | 1.5% | |
ALTRIA GROUP INC | 1.5% | |
XCEL ENERGY INC | 1.4% | |
BRISTOL-MYERS SQUIBB CO | 1.4% |
LVHD Underweight Relative to CDL
PHILIP MORRIS INTERNATIONAL | -1.6% | |
KINDER MORGAN INC | -1.5% | |
WILLIAMS COS INC | -1.4% | |
PUBLIC SERVICE ENTERPRISE GP | -1.3% | |
ABBVIE INC | -1.3% | |
CORNING INC | -1.2% | |
PPL CORPORATION | -1.2% | |
SEMPRA ENERGY | -1.2% | |
BANK OF NEW YORK MELLON CORP | -1.2% | |
PRUDENTIAL FINANCIAL INC | -1.2% |