Fund Overlap

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


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13

Number of overlapping holdings

43.3%

% of EDOW's 31 holdings also in PZLD

40.6%

% of PZLD's 29 holdings also in EDOW

Overlap by Weight
Sector Drift (EDOW minus PZLD)
Overlapping Holdings

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Company Weight
in EDOW
Weight
in PZLD
Overlap
JPMORGAN CHASE & CO 3.7% 11.9% 3.7%
JOHNSON & JOHNSON 3.2% 3.1% 3.1%
CHEVRON CORP 3.0% 3.7% 3.0%
UNITEDHEALTH GROUP INC 2.8% 3.1% 2.8%
PROCTER & GAMBLE CO/THE 3.2% 2.5% 2.5%

Position Highlights (Non-Overlapping Exposures)
EDOW Overweight Relative to PZLD
BOEING CO 3.9%
MICROSOFT CORP 3.8%
AMERICAN EXPRESS CO 3.5%
TRAVELERS COS INC/THE 3.5%
GOLDMAN SACHS GROUP INC 3.5%
VISA INC. CLASS A 3.5%
HONEYWELL INTERNATIONAL INC 3.5%
SHERWIN-WILLIAMS CO/THE 3.4%
VERIZON COMMUNICATIONS INC 3.4%
NVIDIA CORP 3.3%
EDOW Underweight Relative to PZLD
T ROWE PRICE GROUP INC -11.9%
JPMORGAN CHASE & CO -8.2%
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%
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