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
17
Number of overlapping holdings
34.0%
% of PWV's 50 holdings also in HDV
23.3%
% of HDV's 75 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus HDV)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in HDV |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 3.6% | 8.4% | 3.6% |
|
CHEVRON CORP | 3.6% | 5.5% | 3.6% |
|
ABBVIE INC | 3.4% | 5.1% | 3.4% |
|
JOHNSON & JOHNSON | 3.3% | 5.4% | 3.3% |
|
PHILIP MORRIS INTERNATIONAL | 3.3% | 3.9% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to HDV
|
QUALCOMM INC | 3.2% |
|
JPMORGAN CHASE & CO | 3.2% |
|
BANK OF AMERICA CORP | 3.2% |
|
WELLS FARGO & CO | 3.1% |
|
HOME DEPOT INC | 3.1% |
|
MORGAN STANLEY | 3.0% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
|
CENCORA INC | 1.6% |
|
CVS CAREMARK CORP | 1.5% |
|
CHENIERE ENERGY INC | 1.5% |
PWV Underweight Relative to HDV
|
PROGRESSIVE CORP | -4.9% |
|
EXXON MOBIL CORP | -4.8% |
|
MERCK & CO. INC. | -3.5% |
|
COCA-COLA CO/THE | -3.4% |
|
PEPSICO INC | -3.4% |
|
AT&T INC | -2.4% |
|
MCDONALD'S CORP | -2.4% |
|
CME GROUP INC | -2.3% |
|
TEXAS INSTRUMENTS INC | -2.3% |
|
JOHNSON & JOHNSON | -2.1% |