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
12
Number of overlapping holdings
24.5%
% of PWV's 49 holdings also in MDLV
33.3%
% of MDLV's 36 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 | 3.8% | 4.3% | 3.8% |
|
EXXON MOBIL CORP | 3.3% | 3.8% | 3.3% |
|
COCA-COLA CO/THE | 3.2% | 3.0% | 3.0% |
|
CHEVRON CORP | 3.3% | 2.9% | 2.9% |
|
VERIZON COMMUNICATIONS INC | 3.4% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to MDLV
|
WELLS FARGO & CO | 3.7% |
|
BANK OF AMERICA CORP | 3.4% |
|
ABBOTT LABORATORIES | 3.4% |
|
JPMORGAN CHASE & CO | 3.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.2% |
|
AMGEN INC | 3.2% |
|
ABBVIE INC | 3.1% |
|
TEXAS INSTRUMENTS INC | 3.0% |
|
MORGAN STANLEY | 1.6% |
|
KINDER MORGAN INC | 1.6% |
PWV Underweight Relative to MDLV
|
WEC ENERGY GROUP INC | -3.3% |
 |
PEMBINA PIPELINE CORP | -3.3% |
|
ENTERGY CORP | -3.2% |
|
CITIGROUP INC | -3.1% |
|
CISCO SYSTEMS INC | -3.0% |
|
PHILIP MORRIS INTERNATIONAL | -3.0% |
|
GENERAL DYNAMICS CORP | -2.9% |
|
CROWN CASTLE INTL CORP | -2.9% |
 |
MEDTRONIC PLC | -2.9% |
|
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | -2.7% |