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
32.1%
% of SPDV's 53 holdings also in RDIV
28.3%
% of RDIV's 60 holdings also in SPDV
Overlap by Weight
Sector Drift (SPDV minus RDIV)
Overlapping Holdings
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| Company | Weight in SPDV |
Weight in RDIV |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 2.1% | 5.4% | 2.1% |
|
KRAFT HEINZ COMPANY | 2.0% | 4.0% | 2.0% |
|
BRISTOL-MYERS SQUIBB CO | 2.0% | 5.1% | 2.0% |
|
AMCOR PLC | 2.0% | 2.0% | 2.0% |
|
FORD MOTOR CO | 1.9% | 4.8% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
SPDV Overweight Relative to RDIV
|
AT&T INC | 2.4% |
|
GILEAD SCIENCES INC | 2.4% |
|
VERIZON COMMUNICATIONS INC | 2.2% |
|
ALTRIA GROUP INC | 2.2% |
|
JOHNSON & JOHNSON | 2.2% |
|
MOLSON COORS BREWING CO -B | 2.2% |
|
WEC ENERGY GROUP INC | 2.2% |
|
SOUTHERN CO | 2.2% |
|
INTL BUSINESS MACHINES CORP | 2.1% |
|
LKQ CORP | 2.1% |
SPDV Underweight Relative to RDIV
|
CVS CAREMARK CORP | -6.2% |
|
PHILIP MORRIS INTERNATIONAL | -6.1% |
|
US BANCORP | -4.3% |
|
HF SINCLAIR CORPORATION | -4.1% |
|
3M CO | -3.8% |
|
CHEVRON CORP | -3.3% |
|
TRUIST FINANCIAL CORPORATION | -3.1% |
|
BRISTOL-MYERS SQUIBB CO | -3.1% |
 |
CNH INDUSTRIAL NV | -3.0% |
|
FORD MOTOR CO | -2.9% |