Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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| 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% |