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
OVERLAP
40%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
FDV
50
HOLDINGS
47%
ALSO IN LVHD
LVHD
113
HOLDINGS
21%
ALSO IN FDV
SECTOR DRIFT (FDV minus LVHD)
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 FDV |
Weight in LVHD |
Overlap | |
|---|---|---|---|---|
 |
JOHNSON & JOHNSON | 2.9% | 2.9% | 2.9% |
|
PHILIP MORRIS INTERNATIONAL | 2.7% | 3.1% | 2.7% |
|
CHEVRON CORP | 3.1% | 2.5% | 2.5% |
|
DUKE ENERGY CORP | 2.9% | 2.5% | 2.5% |
|
SOUTHERN CO | 2.4% | 2.6% | 2.4% |
FDV Overweight Relative to LVHD
|
ABBVIE INC | 4.0% |
|
AMGEN INC | 3.5% |
|
MORGAN STANLEY | 3.1% |
|
GILEAD SCIENCES INC | 3.0% |
|
VERIZON COMMUNICATIONS INC | 2.7% |
|
BANK OF NEW YORK MELLON CORP | 2.6% |
|
TRUIST FINANCIAL CORPORATION | 2.5% |
|
BRISTOL-MYERS SQUIBB CO | 2.3% |
|
PROLOGIS INC | 2.3% |
|
EXXON MOBIL CORP | 2.2% |
FDV Underweight Relative to LVHD
|
ALTRIA GROUP INC | -3.3% |
|
INTL BUSINESS MACHINES CORP | -2.9% |
|
MCDONALD'S CORP | -2.8% |
|
HOME DEPOT INC | -2.4% |
|
HERSHEY CO/THE | -2.2% |
|
LOCKHEED MARTIN CORP | -2.2% |
|
EXELON CORP | -2.1% |
|
SYSCO CORP | -2.0% |
|
KEURIG DR PEPPER INC. | -1.9% |
|
XCEL ENERGY INC | -1.9% |