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
11
Number of overlapping holdings
10.0%
% of LVHD's 113 holdings also in IYK
20.8%
% of IYK's 56 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus IYK)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in IYK |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.9% | 4.4% | 2.9% |
|
PHILIP MORRIS INTERNATIONAL | 2.9% | 10.1% | 2.9% |
|
COCA-COLA CO/THE | 2.8% | 11.2% | 2.8% |
|
PEPSICO INC | 2.5% | 7.9% | 2.5% |
|
MONDELEZ INTERNATIONAL INC-A | 2.4% | 4.0% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to IYK
|
INTL BUSINESS MACHINES CORP | 3.1% |
|
MCDONALD'S CORP | 2.9% |
|
JOHNSON & JOHNSON | 2.7% |
|
SOUTHERN CO | 2.6% |
|
CHEVRON CORP | 2.6% |
|
CISCO SYSTEMS INC | 2.5% |
|
DUKE ENERGY CORP | 2.4% |
|
US BANCORP | 2.3% |
|
AMERICAN ELECTRIC POWER | 2.3% |
|
LOCKHEED MARTIN CORP | 2.2% |
LVHD Underweight Relative to IYK
|
PROCTER & GAMBLE CO/THE | -15.7% |
|
COCA-COLA CO/THE | -8.4% |
|
PHILIP MORRIS INTERNATIONAL | -7.2% |
|
PEPSICO INC | -5.4% |
|
MCKESSON CORP | -4.0% |
|
CVS CAREMARK CORP | -3.8% |
|
COLGATE-PALMOLIVE CO | -3.5% |
|
CENCORA INC | -2.3% |
|
KROGER CO | -2.1% |
|
KENVUE, INC. | -2.0% |