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   

13

Number of overlapping holdings

46.4%

% of DJD's 28 holdings also in PZLD

40.6%

% of PZLD's 29 holdings also in DJD

Overlap by Weight
Sector Drift (DJD minus PZLD)
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 DJD
Weight
in PZLD
Overlap
JPMORGAN CHASE & CO 3.8% 11.9% 3.8%
CHEVRON CORP 7.0% 3.7% 3.7%
JOHNSON & JOHNSON 5.3% 3.1% 3.1%
UNITEDHEALTH GROUP INC 2.7% 3.1% 2.7%
PROCTER & GAMBLE CO/THE 4.1% 2.5% 2.5%

Position Highlights (Non-Overlapping Exposures)
DJD Overweight Relative to PZLD
VERIZON COMMUNICATIONS INC 11.7%
MERCK & CO. INC. 5.7%
AMGEN INC 5.1%
HONEYWELL INTERNATIONAL INC 4.0%
GOLDMAN SACHS GROUP INC 3.7%
CHEVRON CORP 3.3%
TRAVELERS COS INC/THE 3.1%
NIKE INC -CL B 3.0%
INTL BUSINESS MACHINES CORP 3.0%
COCA-COLA CO/THE 3.0%
DJD Underweight Relative to PZLD
T ROWE PRICE GROUP INC -11.9%
JPMORGAN CHASE & CO -8.1%
COMCAST CORP-CL A -4.7%
REALTY INCOME CORP -4.1%
EXXON MOBIL CORP -3.7%
MEDTRONIC PLC -3.1%
BRISTOL-MYERS SQUIBB CO -3.1%
ABBVIE INC -3.1%
ABBOTT LABORATORIES -3.1%
NEXTERA ENERGY GROUP -2.5%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY