Fund Overlap

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


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28

Number of overlapping holdings

29.2%

% of DVY's 98 holdings also in PEY

57.1%

% of PEY's 49 holdings also in DVY

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

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Company Weight
in DVY
Weight
in PEY
Overlap
ALTRIA GROUP INC 3.2% 3.4% 3.2%
PHILIP MORRIS INTERNATIONAL 2.0% 2.0% 2.0%
KEYCORP 1.9% 2.3% 1.9%
TRUIST FINANCIAL CORPORATION 1.9% 2.1% 1.9%
REGIONS FINANCIAL CORP 1.8% 2.0% 1.8%

Position Highlights (Non-Overlapping Exposures)
DVY Overweight Relative to PEY
AT&T INC 2.1%
INTERNATIONAL PAPER CO 2.1%
ONEOK INC 2.0%
CITIZENS FINANCIAL GROUP, INC. 2.0%
DOMINION RESOURCES INC/VA 1.7%
ENTERGY CORP 1.6%
HUNTINGTON BANCSHARES INC 1.6%
EDISON INTERNATIONAL 1.4%
PUBLIC SERVICE ENTERPRISE GP 1.4%
NISOURCE INC 1.4%
DVY Underweight Relative to PEY
WALGREENS BOOTS ALLIANCE INC -3.2%
FIRST INTERSTATE BANCSYS/MT -2.9%
COGENT COMMUNICATIONS HOLDINGS INC -2.8%
UNIVERSAL CORP/VA -2.7%
UGI CORP -2.5%
BRISTOL-MYERS SQUIBB CO -2.4%
UNITED PARCEL SERVICE-CL B -2.3%
FRANKLIN RESOURCES INC -2.3%
NORTHWEST NATURAL GAS CO -2.3%
SPIRE, INC. -2.1%
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