Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
25.0%
% of RDIV's 60 holdings also in WBIY
30.0%
% of WBIY's 50 holdings also in RDIV
Overlap by Weight
Sector Drift (RDIV minus WBIY)
Overlapping Holdings
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| Company | Weight in RDIV |
Weight in WBIY |
Overlap | |
|---|---|---|---|---|
 |
CVS CAREMARK CORP | 6.2% | 6.4% | 6.2% |
|
FORD MOTOR CO | 4.8% | 4.7% | 4.7% |
|
HF SINCLAIR CORPORATION | 4.1% | 2.5% | 2.5% |
|
DOMINION RESOURCES INC/VA | 2.2% | 4.9% | 2.2% |
|
AES CORP | 2.0% | 4.6% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
RDIV Overweight Relative to WBIY
|
PHILIP MORRIS INTERNATIONAL | 6.1% |
|
BRISTOL-MYERS SQUIBB CO | 5.1% |
|
US BANCORP | 4.3% |
|
BEST BUY CO INC | 4.3% |
|
KRAFT HEINZ COMPANY | 4.0% |
|
CHEVRON CORP | 3.9% |
|
3M CO | 3.8% |
|
PRUDENTIAL FINANCIAL INC | 3.3% |
|
TRUIST FINANCIAL CORPORATION | 3.1% |
|
ONEOK INC | 2.8% |
RDIV Underweight Relative to WBIY
|
AT&T INC | -6.4% |
|
VERIZON COMMUNICATIONS INC | -6.0% |
|
ALTRIA GROUP INC | -5.8% |
|
LYONDELLBASELL INDU-CL A | -4.5% |
|
UNITED PARCEL SERVICE-CL B | -4.2% |
|
KOHLS CORP | -3.3% |
|
CONAGRA FOODS INC | -3.1% |
|
FRANKLIN RESOURCES INC | -2.9% |
|
DOMINION RESOURCES INC/VA | -2.7% |
|
AES CORP | -2.7% |