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   

55

Number of overlapping holdings

55.6%

% of CDC's 103 holdings also in DHS

14.9%

% of DHS's 377 holdings also in CDC

Overlap by Weight
Sector Drift (CDC minus DHS)
Overlapping Holdings

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Company Weight
in CDC
Weight
in DHS
Overlap
PHILIP MORRIS INTERNATIONAL 1.5% 3.9% 1.5%
DUKE ENERGY CORP 1.4% 1.6% 1.4%
SOUTHERN CO 1.3% 1.5% 1.3%
ALTRIA GROUP INC 1.3% 4.7% 1.3%
KIMBERLY-CLARK CORP 1.6% 1.2% 1.2%

Position Highlights (Non-Overlapping Exposures)
CDC Overweight Relative to DHS
COCA-COLA CO/THE 1.6%
KINDER MORGAN INC 1.4%
PEPSICO INC 1.3%
LOCKHEED MARTIN CORP 1.2%
SEMPRA ENERGY 1.2%
JOHNSON & JOHNSON 1.2%
GENERAL MILLS INC 1.2%
CMS ENERGY CORP 1.1%
PAYCHEX INC 1.1%
CME GROUP INC 1.1%
CDC Underweight Relative to DHS
EXXON MOBIL CORP -5.7%
ABBVIE INC -4.4%
CHEVRON CORP -4.1%
ALTRIA GROUP INC -3.4%
INTL BUSINESS MACHINES CORP -3.1%
PHILIP MORRIS INTERNATIONAL -2.3%
MORGAN STANLEY -1.9%
CITIGROUP INC -1.2%
UNITED PARCEL SERVICE-CL B -1.0%
BRISTOL-MYERS SQUIBB CO -0.8%
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