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 KXI
11.6%
% of KXI's 97 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus KXI)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in KXI |
Overlap | |
|---|---|---|---|---|
 |
PHILIP MORRIS INTERNATIONAL | 2.9% | 4.6% | 2.9% |
|
COCA-COLA CO/THE | 2.8% | 4.5% | 2.8% |
|
ALTRIA GROUP INC | 2.9% | 2.7% | 2.7% |
|
PEPSICO INC | 2.5% | 4.5% | 2.5% |
|
MONDELEZ INTERNATIONAL INC-A | 2.4% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to KXI
|
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 KXI
|
COSTCO WHOLESALE CORP | -9.6% |
|
PROCTER & GAMBLE CO/THE | -9.1% |
 |
NESTLE SA-REG | -4.6% |
|
WAL-MART STORES INC | -4.5% |
 |
UNILEVER PLC | -4.0% |
 |
L'OREAL | -2.3% |
|
BRITISH AMERICAN TOBACCO PLC | -2.2% |
|
COLGATE-PALMOLIVE CO | -2.1% |
|
PEPSICO INC | -2.0% |
|
COCA-COLA CO/THE | -1.8% |