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
23
Number of overlapping holdings
20.0%
% of LVHD's 118 holdings also in PEY
46.9%
% of PEY's 49 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus PEY)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in PEY |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.8% | 3.3% | 2.8% |
|
BRISTOL-MYERS SQUIBB CO | 2.4% | 2.4% | 2.4% |
|
VERIZON COMMUNICATIONS INC | 2.3% | 2.8% | 2.3% |
|
CHEVRON CORP | 2.3% | 2.0% | 2.0% |
|
US BANCORP | 2.5% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to PEY
|
AMERICAN ELECTRIC POWER | 2.7% |
|
SOUTHERN CO | 2.7% |
|
LOCKHEED MARTIN CORP | 2.6% |
|
COCA-COLA CO/THE | 2.6% |
|
JOHNSON & JOHNSON | 2.6% |
|
KEURIG DR PEPPER INC. | 2.5% |
|
HOME DEPOT INC | 2.5% |
|
XCEL ENERGY INC | 2.5% |
|
DUKE ENERGY CORP | 2.4% |
|
PEPSICO INC | 2.3% |
LVHD Underweight Relative to PEY
|
WALGREENS BOOTS ALLIANCE INC | -3.6% |
|
UGI CORP | -3.0% |
|
FRANKLIN RESOURCES INC | -2.8% |
|
COGENT COMMUNICATIONS HOLDINGS INC | -2.8% |
|
FIRST INTERSTATE BANCSYS/MT | -2.7% |
|
UNIVERSAL CORP/VA | -2.6% |
|
KEYCORP | -2.4% |
|
T ROWE PRICE GROUP INC | -2.3% |
|
PFIZER INC | -2.2% |
|
TRUIST FINANCIAL CORPORATION | -2.2% |