Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
26
Number of overlapping holdings
44.1%
% of RDIV's 59 holdings also in DVY
27.1%
% of DVY's 98 holdings also in RDIV
Overlap by Weight
Sector Drift (RDIV minus DVY)
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 RDIV |
Weight in DVY |
Overlap | |
---|---|---|---|---|
PHILIP MORRIS INTERNATIONAL | 5.4% | 2.0% | 2.0% | |
CITIZENS FINANCIAL GROUP, INC. | 2.2% | 1.9% | 1.9% | |
REGIONS FINANCIAL CORP | 1.7% | 1.7% | 1.7% | |
BEST BUY CO INC | 5.6% | 1.6% | 1.6% | |
CONAGRA FOODS INC | 2.2% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
RDIV Overweight Relative to DVY
BRISTOL-MYERS SQUIBB CO | 5.4% | |
DUKE ENERGY CORP | 5.1% | |
PNC FINANCIAL SERVICES GROUP | 5.1% | |
KRAFT HEINZ COMPANY | 4.9% | |
BEST BUY CO INC | 4.0% | |
US BANCORP | 3.8% | |
PRUDENTIAL FINANCIAL INC | 3.4% | |
PHILIP MORRIS INTERNATIONAL | 3.4% | |
FORD MOTOR CO | 2.9% | |
VIATRIS, INC. | 2.7% |
RDIV Underweight Relative to DVY
ALTRIA GROUP INC | -3.2% | |
AT&T INC | -1.9% | |
TRUIST FINANCIAL CORPORATION | -1.9% | |
INTERNATIONAL PAPER CO | -1.8% | |
KEYCORP | -1.8% | |
VERIZON COMMUNICATIONS INC | -1.7% | |
ONEOK INC | -1.7% | |
DOMINION RESOURCES INC/VA | -1.7% | |
PFIZER INC | -1.6% | |
EDISON INTERNATIONAL | -1.5% |