Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
11
Number of overlapping holdings
32.4%
% of TBG's 34 holdings also in DIVZ
35.5%
% of DIVZ's 31 holdings also in TBG
Overlap by Weight
Sector Drift (TBG minus DIVZ)
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 TBG |
Weight in DIVZ |
Overlap | |
|---|---|---|---|---|
 |
VERIZON COMMUNICATIONS INC | 4.0% | 4.3% | 4.0% |
|
KENVUE, INC. | 3.2% | 3.2% | 3.2% |
|
BLUE OWL CAPITAL INC CLASS A | 3.1% | 4.3% | 3.1% |
|
CHEVRON CORP | 4.4% | 2.9% | 2.9% |
|
AMERICAN ELECTRIC POWER | 2.9% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
TBG Overweight Relative to DIVZ
|
SIMON PROPERTY GROUP INC | 4.6% |
|
INTL BUSINESS MACHINES CORP | 4.2% |
|
GILEAD SCIENCES INC | 4.1% |
|
ENERGY TRANSFER, L.P. | 4.1% |
|
CISCO SYSTEMS INC | 4.0% |
|
LYONDELLBASELL INDU-CL A | 4.0% |
|
ENTERPRISE PRODUCTS PARTNERS | 3.8% |
|
CUMMINS INC | 3.7% |
|
BLACKSTONE GROUP LP/THE | 3.7% |
|
TRUIST FINANCIAL CORPORATION | 3.6% |
TBG Underweight Relative to DIVZ
 |
BRITISH AMERICAN TOB-SP ADR | -4.8% |
|
PHILIP MORRIS INTERNATIONAL | -4.6% |
|
KINDER MORGAN INC | -4.4% |
|
UNITEDHEALTH GROUP INC | -4.3% |
 |
ENBRIDGE INC | -3.7% |
|
UNITED PARCEL SERVICE-CL B | -3.5% |
|
CITIGROUP INC | -3.5% |
|
NEXTERA ENERGY GROUP | -3.5% |
 |
MEDTRONIC PLC | -3.4% |
|
AIR PRODUCTS & CHEMICALS INC | -3.3% |