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   

14

Number of overlapping holdings

28.0%

% of PWV's 50 holdings also in MDLV

37.8%

% of MDLV's 37 holdings also in PWV

Overlap by Weight
Sector Drift (PWV minus MDLV)
Overlapping Holdings

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in PWV
Weight
in MDLV
Overlap
INTL BUSINESS MACHINES CORP 3.6% 3.4% 3.4%
CHEVRON CORP 3.4% 3.2% 3.2%
CISCO SYSTEMS INC 3.5% 3.2% 3.2%
EXXON MOBIL CORP 3.2% 3.7% 3.2%
VERIZON COMMUNICATIONS INC 3.4% 2.7% 2.7%

Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to MDLV
ABBVIE INC 3.4%
HOME DEPOT INC 3.4%
BANK OF AMERICA CORP 3.4%
JPMORGAN CHASE & CO 3.3%
TEXAS INSTRUMENTS INC 3.3%
CATERPILLAR INC 3.3%
AMGEN INC 3.2%
WELLS FARGO & CO 3.2%
KROGER CO 1.5%
GILEAD SCIENCES INC 1.5%
PWV Underweight Relative to MDLV
ENTERGY CORP -3.7%
CITIGROUP INC -3.6%
WEC ENERGY GROUP INC -3.3%
PHILIP MORRIS INTERNATIONAL -3.2%
PEMBINA PIPELINE CORP -3.0%
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF -2.8%
COCA-COLA CO/THE -2.8%
MEDTRONIC PLC -2.7%
CROWN CASTLE INTL CORP -2.7%
GENERAL DYNAMICS CORP -2.6%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY