Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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33
Number of overlapping holdings
28.7%
% of LVHD's 118 holdings also in HDV
44.0%
% of HDV's 75 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus HDV)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in HDV |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.8% | 3.9% | 2.8% |
|
COCA-COLA CO/THE | 2.6% | 3.6% | 2.6% |
|
JOHNSON & JOHNSON | 2.6% | 6.2% | 2.6% |
|
INTL BUSINESS MACHINES CORP | 2.4% | 3.3% | 2.4% |
|
PEPSICO INC | 2.3% | 3.7% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to HDV
|
KEURIG DR PEPPER INC. | 2.5% |
|
US BANCORP | 2.5% |
|
HOME DEPOT INC | 2.5% |
|
XCEL ENERGY INC | 2.5% |
|
BRISTOL-MYERS SQUIBB CO | 2.4% |
|
VERIZON COMMUNICATIONS INC | 2.3% |
|
KRAFT HEINZ COMPANY | 2.0% |
|
EXELON CORP | 1.8% |
|
AMERICAN ELECTRIC POWER | 1.8% |
|
UNITED PARCEL SERVICE-CL B | 1.6% |
LVHD Underweight Relative to HDV
|
EXXON MOBIL CORP | -10.1% |
|
ABBVIE INC | -5.1% |
|
CHEVRON CORP | -4.8% |
|
AT&T INC | -4.6% |
|
PHILIP MORRIS INTERNATIONAL | -4.6% |
|
MERCK & CO. INC. | -3.6% |
|
JOHNSON & JOHNSON | -3.6% |
|
TEXAS INSTRUMENTS INC | -2.6% |
|
CONOCOPHILLIPS | -2.2% |
|
CISCO SYSTEMS INC | -1.9% |