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
16
Number of overlapping holdings
13.9%
% of LVHD's 118 holdings also in MDLV
44.4%
% of MDLV's 36 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus MDLV)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in MDLV |
Overlap | |
|---|---|---|---|---|
 |
LOCKHEED MARTIN CORP | 2.6% | 3.5% | 2.6% |
|
COCA-COLA CO/THE | 2.6% | 2.7% | 2.6% |
|
SOUTHERN CO | 2.7% | 2.4% | 2.4% |
|
DUKE ENERGY CORP | 2.4% | 2.5% | 2.4% |
|
INTL BUSINESS MACHINES CORP | 2.4% | 3.0% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to MDLV
|
ALTRIA GROUP INC | 2.8% |
|
AMERICAN ELECTRIC POWER | 2.7% |
|
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% |
|
PEPSICO INC | 2.3% |
|
KIMBERLY-CLARK CORP | 2.2% |
|
PNC FINANCIAL SERVICES GROUP | 1.9% |
LVHD Underweight Relative to MDLV
|
EXXON MOBIL CORP | -4.0% |
|
AT&T INC | -3.6% |
|
CITIGROUP INC | -3.4% |
 |
PEMBINA PIPELINE CORP | -3.3% |
|
PHILIP MORRIS INTERNATIONAL | -3.3% |
|
CUMMINS INC | -3.2% |
|
PRUDENTIAL FINANCIAL INC | -3.1% |
|
GENERAL DYNAMICS CORP | -2.8% |
|
CROWN CASTLE INTL CORP | -2.8% |
|
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | -2.8% |