Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
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% |