Fund Overlap

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


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37

Number of overlapping holdings

37.0%

% of CDL's 101 holdings also in SPVM

37.0%

% of SPVM's 100 holdings also in CDL

Overlap by Weight
Sector Drift (CDL minus SPVM)
Overlapping Holdings

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Company Weight
in CDL
Weight
in SPVM
Overlap
AT&T INC 1.1% 1.7% 1.1%
KRAFT HEINZ COMPANY 1.2% 1.1% 1.1%
EXELON CORP 1.3% 1.1% 1.1%
EVERGY, INC. 1.4% 1.0% 1.0%
LYONDELLBASELL INDU-CL A 0.9% 1.9% 0.9%

Position Highlights (Non-Overlapping Exposures)
CDL Overweight Relative to SPVM
MERCK & CO. INC. 2.0%
GILEAD SCIENCES INC 1.8%
ABBVIE INC 1.6%
BRISTOL-MYERS SQUIBB CO 1.6%
AMGEN INC 1.5%
CAMPBELL SOUP CO 1.4%
KIMBERLY-CLARK CORP 1.4%
PPL CORPORATION 1.3%
KELLOGG CO 1.3%
INTL BUSINESS MACHINES CORP 1.3%
CDL Underweight Relative to SPVM
MARATHON PETROLEUM -2.5%
MOSAIC CO/THE -1.6%
FORD MOTOR CO -1.6%
NUCOR CORP -1.6%
VALERO ENERGY CORP -1.6%
KROGER CO -1.5%
AMERICAN INTERNATIONAL GROUP -1.5%
NRG ENERGY INC -1.5%
LOEWS CORP -1.4%
COTERRA ENERGY INC. -1.3%
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