Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
33.3%
% of MDLV's 36 holdings also in DIVZ
38.7%
% of DIVZ's 31 holdings also in MDLV
Overlap by Weight
Sector Drift (MDLV minus DIVZ)
Overlapping Holdings
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| Company | Weight in MDLV |
Weight in DIVZ |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 4.0% | 3.9% | 3.9% |
|
CITIGROUP INC | 3.4% | 3.5% | 3.4% |
|
PHILIP MORRIS INTERNATIONAL | 3.3% | 4.6% | 3.3% |
 |
MEDTRONIC PLC | 2.9% | 3.4% | 2.9% |
|
CHEVRON CORP | 3.3% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
MDLV Overweight Relative to DIVZ
|
ENTERGY CORP | 3.7% |
|
AT&T INC | 3.6% |
|
WEC ENERGY GROUP INC | 3.4% |
 |
PEMBINA PIPELINE CORP | 3.3% |
|
CUMMINS INC | 3.2% |
|
CISCO SYSTEMS INC | 3.2% |
|
PRUDENTIAL FINANCIAL INC | 3.1% |
|
INTL BUSINESS MACHINES CORP | 3.0% |
|
GENERAL DYNAMICS CORP | 2.8% |
|
CROWN CASTLE INTL CORP | 2.8% |
MDLV Underweight Relative to DIVZ
 |
BRITISH AMERICAN TOB-SP ADR | -4.8% |
|
KINDER MORGAN INC | -4.4% |
|
UNITEDHEALTH GROUP INC | -4.3% |
|
BLUE OWL CAPITAL INC CLASS A | -4.3% |
|
ENBRIDGE INC | -3.7% |
|
NEXTERA ENERGY GROUP | -3.5% |
|
AIR PRODUCTS & CHEMICALS INC | -3.3% |
|
KENVUE, INC. | -3.2% |
|
DOMINION RESOURCES INC/VA | -2.9% |
|
AMERICAN ELECTRIC POWER | -2.8% |