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
86
Number of overlapping holdings
74.8%
% of LVHD's 118 holdings also in DHS
23.4%
% of DHS's 376 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus DHS)
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 DHS |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.8% | 4.9% | 2.8% |
|
INTL BUSINESS MACHINES CORP | 2.4% | 4.2% | 2.4% |
|
CHEVRON CORP | 2.3% | 4.8% | 2.3% |
|
BRISTOL-MYERS SQUIBB CO | 2.4% | 1.9% | 1.9% |
|
UNITED PARCEL SERVICE-CL B | 1.6% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to DHS
|
LOCKHEED MARTIN CORP | 2.6% |
|
COCA-COLA CO/THE | 2.6% |
|
JOHNSON & JOHNSON | 2.6% |
|
KEURIG DR PEPPER INC. | 2.5% |
|
HOME DEPOT INC | 2.5% |
|
XCEL ENERGY INC | 2.5% |
|
PEPSICO INC | 2.3% |
|
VERIZON COMMUNICATIONS INC | 2.3% |
|
CISCO SYSTEMS INC | 2.3% |
 |
MEDTRONIC PLC | 2.3% |
LVHD Underweight Relative to DHS
|
EXXON MOBIL CORP | -6.5% |
|
ABBVIE INC | -5.5% |
|
PHILIP MORRIS INTERNATIONAL | -3.9% |
|
MORGAN STANLEY | -2.9% |
|
CHEVRON CORP | -2.4% |
|
CITIGROUP INC | -2.3% |
|
ALTRIA GROUP INC | -2.0% |
|
INTL BUSINESS MACHINES CORP | -1.8% |
|
EOG RESOURCES, INC. | -1.5% |
|
GILEAD SCIENCES INC | -1.5% |