Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
40.8%
% of PEY's 49 holdings also in RDIV
33.3%
% of RDIV's 60 holdings also in PEY
Overlap by Weight
Sector Drift (PEY minus RDIV)
Overlapping Holdings
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| Company | Weight in PEY |
Weight in RDIV |
Overlap | |
|---|---|---|---|---|
 |
BRISTOL-MYERS SQUIBB CO | 2.4% | 5.2% | 2.4% |
|
CHEVRON CORP | 2.1% | 5.3% | 2.1% |
|
PRUDENTIAL FINANCIAL INC | 2.0% | 5.0% | 2.0% |
|
REGIONS FINANCIAL CORP | 2.1% | 2.0% | 2.0% |
|
PHILIP MORRIS INTERNATIONAL | 2.0% | 4.8% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
PEY Overweight Relative to RDIV
|
WALGREENS BOOTS ALLIANCE INC | 3.6% |
|
ALTRIA GROUP INC | 3.4% |
|
FIRST INTERSTATE BANCSYS/MT | 2.9% |
|
VERIZON COMMUNICATIONS INC | 2.8% |
|
COGENT COMMUNICATIONS HOLDINGS INC | 2.8% |
|
UNIVERSAL CORP/VA | 2.6% |
|
UGI CORP | 2.6% |
|
KEYCORP | 2.4% |
|
UNITED PARCEL SERVICE-CL B | 2.4% |
|
NORTHWEST NATURAL GAS CO | 2.2% |
PEY Underweight Relative to RDIV
|
FORD MOTOR CO | -4.8% |
|
DUKE ENERGY CORP | -4.7% |
|
KRAFT HEINZ COMPANY | -4.4% |
|
INTERNATIONAL PAPER CO | -4.2% |
|
EXELON CORP | -4.2% |
|
BEST BUY CO INC | -3.3% |
|
VIATRIS, INC. | -3.3% |
|
CHEVRON CORP | -3.2% |
|
US BANCORP | -3.1% |
|
PRUDENTIAL FINANCIAL INC | -3.0% |