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   

52

Number of overlapping holdings

54.2%

% of DVY's 98 holdings also in CDL

52.0%

% of CDL's 102 holdings also in DVY

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

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Company Weight
in DVY
Weight
in CDL
Overlap
PHILIP MORRIS INTERNATIONAL 1.9% 1.6% 1.6%
ALTRIA GROUP INC 3.0% 1.4% 1.4%
PUBLIC SERVICE ENTERPRISE GP 1.4% 1.3% 1.3%
ALLIANT ENERGY CORP 1.2% 1.2% 1.2%
KIMBERLY-CLARK CORP 1.2% 1.5% 1.2%

Position Highlights (Non-Overlapping Exposures)
DVY Overweight Relative to CDL
TRUIST FINANCIAL CORPORATION 1.8%
ALTRIA GROUP INC 1.6%
NEWMONT MINING CORP 1.4%
EVERSOURCE ENERGY 1.3%
NRG ENERGY INC 1.3%
AT&T INC 1.2%
KEYCORP 1.2%
CITIZENS FINANCIAL GROUP, INC. 1.1%
PINNACLE WEST CAPITAL 1.1%
VERIZON COMMUNICATIONS INC 1.0%
DVY Underweight Relative to CDL
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 -1.3%
CORNING INC -1.2%
BANK OF NEW YORK MELLON CORP -1.2%
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