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
18
Number of overlapping holdings
36.0%
% of PWV's 50 holdings also in LGCF
24.0%
% of LGCF's 75 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus LGCF)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in LGCF |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 3.6% | 4.9% | 3.6% |
|
JPMORGAN CHASE & CO | 3.3% | 5.2% | 3.3% |
|
CHEVRON CORP | 3.2% | 4.5% | 3.2% |
|
WELLS FARGO & CO | 3.1% | 4.9% | 3.1% |
|
ABBVIE INC | 3.1% | 4.5% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to LGCF
|
PHILIP MORRIS INTERNATIONAL | 3.8% |
|
PROCTER & GAMBLE CO/THE | 3.6% |
|
JOHNSON & JOHNSON | 3.5% |
|
INTL BUSINESS MACHINES CORP | 3.4% |
|
HOME DEPOT INC | 3.3% |
|
CISCO SYSTEMS INC | 3.2% |
|
BANK OF AMERICA CORP | 3.1% |
|
QUALCOMM INC | 3.1% |
|
MORGAN STANLEY | 3.1% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
PWV Underweight Relative to LGCF
|
PROGRESSIVE CORP | -3.7% |
|
UBER TECHNOLOGIES, INC. | -3.7% |
|
AMERICAN EXPRESS CO | -3.3% |
|
PFIZER INC | -3.0% |
|
CONOCOPHILLIPS | -2.8% |
|
CHUBB LIMITED | -2.7% |
|
BRISTOL-MYERS SQUIBB CO | -2.4% |
 |
MERCADOLIBRE INC | -2.3% |
|
CIGNA CORPORATION | -2.1% |
|
JPMORGAN CHASE & CO | -1.9% |