Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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40
Number of overlapping holdings
40.0%
% of CDL's 102 holdings also in HDV
54.8%
% of HDV's 75 holdings also in CDL
Overlap by Weight
Sector Drift (CDL minus HDV)
Overlapping Holdings
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| Company | Weight in CDL |
Weight in HDV |
Overlap | |
|---|---|---|---|---|
 |
PHILIP MORRIS INTERNATIONAL | 1.6% | 4.4% | 1.6% |
|
AT&T INC | 1.5% | 4.0% | 1.5% |
|
CISCO SYSTEMS INC | 1.5% | 2.9% | 1.5% |
|
CME GROUP INC | 1.5% | 4.3% | 1.5% |
|
DUKE ENERGY CORP | 1.4% | 1.6% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
CDL Overweight Relative to HDV
|
ENTERGY CORP | 1.6% |
|
CONSOLIDATED EDISON INC | 1.3% |
|
CENTERPOINT ENERGY INC | 1.3% |
|
NISOURCE INC | 1.3% |
|
METLIFE INC | 1.2% |
|
PRINCIPAL FINANCIAL GROUP | 1.2% |
|
FIRSTENERGY CORP | 1.2% |
|
VERIZON COMMUNICATIONS INC | 1.2% |
|
MOLSON COORS BREWING CO -B | 1.1% |
|
MORGAN STANLEY | 1.1% |
CDL Underweight Relative to HDV
|
EXXON MOBIL CORP | -6.7% |
|
PROGRESSIVE CORP | -5.1% |
|
PROCTER & GAMBLE CO/THE | -4.2% |
|
JOHNSON & JOHNSON | -4.0% |
|
ABBVIE INC | -3.8% |
|
COCA-COLA CO/THE | -3.6% |
|
CHEVRON CORP | -3.5% |
|
MERCK & CO. INC. | -3.4% |
|
PHILIP MORRIS INTERNATIONAL | -2.8% |
|
CME GROUP INC | -2.8% |