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
21
Number of overlapping holdings
22.8%
% of LVOL's 94 holdings also in IPDP
42.0%
% of IPDP's 50 holdings also in LVOL
Overlap by Weight
Sector Drift (LVOL minus IPDP)
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 LVOL |
Weight in IPDP |
Overlap | |
|---|---|---|---|---|
 |
JOHNSON & JOHNSON | 3.0% | 2.3% | 2.3% |
|
CISCO SYSTEMS INC | 2.7% | 2.3% | 2.3% |
|
APPLE INC | 7.2% | 2.1% | 2.1% |
|
MARSH & MCLENNAN COS | 2.0% | 2.4% | 2.0% |
|
AUTOMATIC DATA PROCESSING | 2.0% | 2.1% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
LVOL Overweight Relative to IPDP
|
MICROSOFT CORP | 7.0% |
|
APPLE INC | 5.2% |
|
AMAZON.COM INC | 3.5% |
|
VISA INC. CLASS A | 3.3% |
|
MASTERCARD INCORPORATED CLASS A | 3.0% |
|
HOME DEPOT INC | 2.6% |
|
PROCTER & GAMBLE CO/THE | 2.5% |
 |
LINDE PLC | 2.4% |
|
COSTCO WHOLESALE CORP | 2.0% |
 |
MEDTRONIC PLC | 2.0% |
LVOL Underweight Relative to IPDP
|
ABBVIE INC | -2.6% |
|
CENCORA INC | -2.4% |
|
CARDINAL HEALTH INC | -2.4% |
|
BROWN & BROWN INC | -2.4% |
|
RTX CORP | -2.4% |
|
MCKESSON CORP | -2.4% |
|
CSG SYSTEMS INTL INC | -2.4% |
|
HANOVER INSURANCE GROUP INC/ | -2.3% |
|
ALLSTATE CORP | -2.3% |
|
KLA CORPORATION | -2.3% |