Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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52

Number of overlapping holdings

52.0%

% of CDC's 103 holdings also in DVY

54.2%

% of DVY's 98 holdings also in CDC

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

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Company Weight
in CDC
Weight
in DVY
Overlap
PHILIP MORRIS INTERNATIONAL 1.6% 2.0% 1.6%
ALTRIA GROUP INC 1.4% 3.2% 1.4%
PUBLIC SERVICE ENTERPRISE GP 1.3% 1.4% 1.3%
ALLIANT ENERGY CORP 1.2% 1.2% 1.2%
PPL CORPORATION 1.2% 1.2% 1.2%

Position Highlights (Non-Overlapping Exposures)
CDC Overweight Relative to DVY
KINDER MORGAN INC 1.5%
WILLIAMS COS INC 1.4%
DUKE ENERGY CORP 1.4%
SOUTHERN CO 1.3%
PEPSICO INC 1.3%
JOHNSON & JOHNSON 1.3%
ABBVIE INC 1.3%
CONSOLIDATED EDISON INC 1.2%
CORNING INC 1.2%
BANK OF NEW YORK MELLON CORP 1.2%
CDC Underweight Relative to DVY
ALTRIA GROUP INC -1.9%
TRUIST FINANCIAL CORPORATION -1.9%
NRG ENERGY INC -1.4%
KEYCORP -1.3%
EVERSOURCE ENERGY -1.3%
AT&T INC -1.2%
CITIZENS FINANCIAL GROUP, INC. -1.2%
FIRST HORIZON NATIONAL CORP -1.2%
UNUM GROUP -1.1%
PINNACLE WEST CAPITAL -1.1%
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