Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
30
Number of overlapping holdings
26.1%
% of LVHD's 118 holdings also in HDV
40.0%
% of HDV's 75 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD 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 LVHD |
Weight in HDV |
Overlap | |
---|---|---|---|---|
ALTRIA GROUP INC | 2.8% | 4.3% | 2.8% | |
COCA-COLA CO/THE | 2.6% | 4.7% | 2.6% | |
JOHNSON & JOHNSON | 2.6% | 7.4% | 2.6% | |
PEPSICO INC | 2.3% | 4.0% | 2.3% | |
CHEVRON CORP | 2.3% | 6.2% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to HDV
US BANCORP | 2.5% | |
HOME DEPOT INC | 2.5% | |
XCEL ENERGY INC | 2.5% | |
BRISTOL-MYERS SQUIBB CO | 2.4% | |
INTL BUSINESS MACHINES CORP | 2.4% | |
CISCO SYSTEMS INC | 2.3% | |
KRAFT HEINZ COMPANY | 2.0% | |
KEURIG DR PEPPER INC. | 2.0% | |
EXELON CORP | 1.8% | |
ONEOK INC | 1.8% |
LVHD Underweight Relative to HDV
EXXON MOBIL CORP | -9.7% | |
ABBVIE INC | -7.0% | |
PHILIP MORRIS INTERNATIONAL | -5.2% | |
JOHNSON & JOHNSON | -4.8% | |
VERIZON COMMUNICATIONS INC | -4.0% | |
CHEVRON CORP | -3.9% | |
TEXAS INSTRUMENTS INC | -2.8% | |
COMCAST CORP-CL A | -2.7% | |
COCA-COLA CO/THE | -2.1% | |
CONOCOPHILLIPS | -2.0% |