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
25
Number of overlapping holdings
21.7%
% of LVHD's 118 holdings also in SPHD
51.0%
% of SPHD's 49 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus SPHD)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in LVHD |
Weight in SPHD |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.8% | 3.2% | 2.8% |
|
BRISTOL-MYERS SQUIBB CO | 2.4% | 2.9% | 2.4% |
|
VERIZON COMMUNICATIONS INC | 2.3% | 2.7% | 2.3% |
|
KRAFT HEINZ COMPANY | 2.0% | 1.9% | 1.9% |
|
EXELON CORP | 1.8% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to SPHD
|
AMERICAN ELECTRIC POWER | 2.7% |
|
SOUTHERN CO | 2.7% |
|
LOCKHEED MARTIN CORP | 2.6% |
|
COCA-COLA CO/THE | 2.6% |
|
KEURIG DR PEPPER INC. | 2.5% |
|
US BANCORP | 2.5% |
|
HOME DEPOT INC | 2.5% |
|
XCEL ENERGY INC | 2.5% |
|
PEPSICO INC | 2.3% |
|
KIMBERLY-CLARK CORP | 2.2% |
LVHD Underweight Relative to SPHD
|
KINDER MORGAN INC | -3.0% |
|
AT&T INC | -2.8% |
|
CROWN CASTLE INTL CORP | -2.6% |
|
SIMON PROPERTY GROUP INC | -2.5% |
|
DOMINION RESOURCES INC/VA | -2.4% |
|
PHILIP MORRIS INTERNATIONAL | -2.4% |
|
KENVUE, INC. | -2.3% |
|
WILLIAMS COS INC | -2.3% |
|
GILEAD SCIENCES INC | -2.1% |
|
REALTY INCOME CORP | -2.1% |