Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
9.3%
% of LVHD's 121 holdings also in IYK
20.8%
% of IYK's 55 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 | 2.7% | 4.5% | 2.7% |
|
PHILIP MORRIS INTERNATIONAL | 2.4% | 8.4% | 2.4% |
|
COCA-COLA CO/THE | 2.3% | 10.8% | 2.3% |
|
PEPSICO INC | 2.3% | 9.0% | 2.3% |
|
MONDELEZ INTERNATIONAL INC-A | 2.2% | 3.9% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to IYK
|
MCDONALD'S CORP | 2.7% |
|
CISCO SYSTEMS INC | 2.7% |
|
INTL BUSINESS MACHINES CORP | 2.7% |
|
HOME DEPOT INC | 2.6% |
|
US BANCORP | 2.5% |
|
CHEVRON CORP | 2.4% |
|
SOUTHERN CO | 2.4% |
|
LOCKHEED MARTIN CORP | 2.4% |
|
DUKE ENERGY CORP | 2.3% |
|
JOHNSON & JOHNSON | 2.2% |
LVHD Underweight Relative to IYK
|
PROCTER & GAMBLE CO/THE | -16.9% |
|
COCA-COLA CO/THE | -8.5% |
|
PEPSICO INC | -6.7% |
|
PHILIP MORRIS INTERNATIONAL | -6.0% |
|
MCKESSON CORP | -3.8% |
|
COLGATE-PALMOLIVE CO | -3.6% |
|
CVS CAREMARK CORP | -3.0% |
|
KENVUE, INC. | -2.0% |
|
CORTEVA INC | -2.0% |
|
KROGER CO | -1.9% |