Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
17
Number of overlapping holdings
28.8%
% of RDIV's 59 holdings also in SPHD
34.7%
% of SPHD's 49 holdings also in RDIV
Overlap by Weight
Sector Drift (RDIV minus SPHD)
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 SPHD |
Overlap | |
---|---|---|---|---|
BRISTOL-MYERS SQUIBB CO | 5.4% | 2.6% | 2.6% | |
AMCOR PLC | 2.7% | 2.4% | 2.4% | |
PHILIP MORRIS INTERNATIONAL | 5.4% | 2.3% | 2.3% | |
KRAFT HEINZ COMPANY | 4.9% | 2.2% | 2.2% | |
EVERSOURCE ENERGY | 2.1% | 2.2% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
RDIV Overweight Relative to SPHD
BEST BUY CO INC | 5.6% | |
US BANCORP | 5.1% | |
PNC FINANCIAL SERVICES GROUP | 5.1% | |
FORD MOTOR CO | 4.0% | |
AMERICAN ELECTRIC POWER | 3.6% | |
DUKE ENERGY CORP | 3.3% | |
PHILIP MORRIS INTERNATIONAL | 3.0% | |
PRUDENTIAL FINANCIAL INC | 3.0% | |
BRISTOL-MYERS SQUIBB CO | 2.8% | |
KRAFT HEINZ COMPANY | 2.7% |
RDIV Underweight Relative to SPHD
ALTRIA GROUP INC | -3.1% | |
CROWN CASTLE INTL CORP | -2.8% | |
VERIZON COMMUNICATIONS INC | -2.8% | |
AT&T INC | -2.5% | |
KINDER MORGAN INC | -2.4% | |
DOMINION RESOURCES INC/VA | -2.4% | |
REALTY INCOME CORP | -2.4% | |
PFIZER INC | -2.4% | |
SIMON PROPERTY GROUP INC | -2.3% | |
KELLOGG CO | -2.3% |