Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
26.0%
% of PWV's 50 holdings also in TBG
37.1%
% of TBG's 35 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus TBG)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in TBG |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 3.6% | 4.5% | 3.6% |
|
JOHNSON & JOHNSON | 3.3% | 3.3% | 3.3% |
|
CISCO SYSTEMS INC | 3.2% | 3.5% | 3.2% |
|
PROCTER & GAMBLE CO/THE | 3.3% | 3.1% | 3.1% |
|
INTL BUSINESS MACHINES CORP | 3.2% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to TBG
|
ABBVIE INC | 3.4% |
|
PHILIP MORRIS INTERNATIONAL | 3.3% |
|
QUALCOMM INC | 3.2% |
|
BANK OF AMERICA CORP | 3.2% |
|
WELLS FARGO & CO | 3.1% |
|
HOME DEPOT INC | 3.1% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
|
CENCORA INC | 1.6% |
|
KINDER MORGAN INC | 1.6% |
|
AT&T INC | 1.5% |
PWV Underweight Relative to TBG
|
VERIZON COMMUNICATIONS INC | -4.6% |
|
MERCK & CO. INC. | -4.5% |
|
SIMON PROPERTY GROUP INC | -4.3% |
|
ENTERPRISE PRODUCTS PARTNERS | -4.2% |
|
LYONDELLBASELL INDU-CL A | -4.0% |
|
KENVUE, INC. | -3.5% |
|
AMERICAN ELECTRIC POWER | -3.3% |
|
PEPSICO INC | -3.2% |
|
GENERAL MILLS INC | -3.1% |
|
BLACKSTONE GROUP LP/THE | -2.8% |