Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
24.0%
% of LVOL's 101 holdings also in SHRY
49.0%
% of SHRY's 51 holdings also in LVOL
Overlap by Weight
Sector Drift (LVOL minus SHRY)
Overlapping Holdings
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| Company | Weight in LVOL |
Weight in SHRY |
Overlap | |
|---|---|---|---|---|
 |
JOHNSON & JOHNSON | 2.2% | 2.3% | 2.2% |
|
VISA INC. CLASS A | 2.9% | 1.8% | 1.8% |
|
PROCTER & GAMBLE CO/THE | 2.7% | 1.8% | 1.8% |
|
MERCK & CO. INC. | 1.8% | 1.7% | 1.7% |
|
APPLE INC | 6.7% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
LVOL Overweight Relative to SHRY
|
MICROSOFT CORP | 7.7% |
|
APPLE INC | 5.2% |
 |
LINDE PLC | 2.4% |
|
COCA-COLA CO/THE | 2.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% |
|
HOME DEPOT INC | 2.2% |
|
AMPHENOL CORP-CL A | 2.1% |
|
CISCO SYSTEMS INC | 2.0% |
|
MARSH & MCLENNAN COS | 2.0% |
|
COSTCO WHOLESALE CORP | 1.9% |
LVOL Underweight Relative to SHRY
|
ALTRIA GROUP INC | -5.4% |
|
PRINCIPAL FINANCIAL GROUP | -4.6% |
|
AMERIPRISE FINANCIAL INC | -4.4% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | -3.9% |
|
CARDINAL HEALTH INC | -3.8% |
|
EOG RESOURCES, INC. | -3.5% |
|
KINDER MORGAN INC | -3.1% |
|
HP INC. | -3.0% |
|
MCKESSON CORP | -2.9% |
|
LYONDELLBASELL INDU-CL A | -2.8% |