Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
27.0%
% of BDIV's 37 holdings also in DIVZ
34.5%
% of DIVZ's 29 holdings also in BDIV
Overlap by Weight
Sector Drift (BDIV 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 BDIV |
Weight in DIVZ |
Overlap | |
|---|---|---|---|---|
 |
PHILIP MORRIS INTERNATIONAL | 3.9% | 6.0% | 3.9% |
|
UNITEDHEALTH GROUP INC | 3.4% | 3.9% | 3.4% |
|
NEXTERA ENERGY GROUP | 2.5% | 4.0% | 2.5% |
|
CME GROUP INC | 2.5% | 4.3% | 2.5% |
|
CHEVRON CORP | 3.2% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
BDIV Overweight Relative to DIVZ
|
MICROSOFT CORP | 7.1% |
|
APPLE INC | 5.4% |
 |
TRANE TECHNOLOGIES PLC | 3.9% |
|
COSTCO WHOLESALE CORP | 3.7% |
|
JPMORGAN CHASE & CO | 3.5% |
|
T-MOBILE US, INC. | 3.2% |
 |
LINDE PLC | 3.1% |
|
VISA INC. CLASS A | 3.0% |
|
LOWE'S COS INC | 2.7% |
|
TJX COMPANIES INC | 2.7% |
BDIV Underweight Relative to DIVZ
|
VERIZON COMMUNICATIONS INC | -6.2% |
 |
ENBRIDGE INC | -6.2% |
|
BRITISH AMERICAN TOB-SP ADR | -5.7% |
|
MPLX LP | -4.6% |
|
AT&T INC | -4.5% |
|
NRG ENERGY INC | -3.7% |
|
COCA-COLA CO/THE | -3.6% |
|
CITIGROUP INC | -3.3% |
|
KENVUE, INC. | -3.3% |
|
AMERICAN ELECTRIC POWER | -3.2% |