Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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35
Number of overlapping holdings
30.4%
% of LVHD's 118 holdings also in DVY
36.5%
% of DVY's 98 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus DVY)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in DVY |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.8% | 3.2% | 2.8% |
|
ONEOK INC | 1.8% | 2.0% | 1.8% |
|
VERIZON COMMUNICATIONS INC | 2.3% | 1.7% | 1.7% |
|
US BANCORP | 2.5% | 1.4% | 1.4% |
|
WEC ENERGY GROUP INC | 1.4% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to DVY
|
SOUTHERN CO | 2.7% |
|
JOHNSON & JOHNSON | 2.6% |
|
KEURIG DR PEPPER INC. | 2.5% |
|
HOME DEPOT INC | 2.5% |
|
DUKE ENERGY CORP | 2.4% |
|
BRISTOL-MYERS SQUIBB CO | 2.4% |
|
PEPSICO INC | 2.3% |
|
CISCO SYSTEMS INC | 2.3% |
 |
MEDTRONIC PLC | 2.3% |
|
KRAFT HEINZ COMPANY | 2.0% |
LVHD Underweight Relative to DVY
|
AT&T INC | -2.1% |
|
INTERNATIONAL PAPER CO | -2.1% |
|
PHILIP MORRIS INTERNATIONAL | -2.0% |
|
CITIZENS FINANCIAL GROUP, INC. | -2.0% |
|
KEYCORP | -1.9% |
|
TRUIST FINANCIAL CORPORATION | -1.9% |
|
REGIONS FINANCIAL CORP | -1.8% |
|
DOMINION RESOURCES INC/VA | -1.7% |
|
HUNTINGTON BANCSHARES INC | -1.6% |
|
BEST BUY CO INC | -1.4% |