Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
20.3%
% of HDV's 75 holdings also in PWV
30.0%
% of PWV's 50 holdings also in HDV
Overlap by Weight
Sector Drift (HDV minus PWV)
Overlapping Holdings
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| Company | Weight in HDV |
Weight in PWV |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 8.7% | 3.7% | 3.7% |
|
CHEVRON CORP | 6.7% | 3.3% | 3.3% |
|
CISCO SYSTEMS INC | 3.2% | 3.2% | 3.2% |
|
VERIZON COMMUNICATIONS INC | 5.8% | 3.2% | 3.2% |
|
ABBVIE INC | 5.2% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to PWV
|
EXXON MOBIL CORP | 5.0% |
|
PHILIP MORRIS INTERNATIONAL | 4.3% |
|
MERCK & CO. INC. | 4.1% |
|
PEPSICO INC | 3.8% |
|
COCA-COLA CO/THE | 3.7% |
|
ALTRIA GROUP INC | 3.6% |
|
CHEVRON CORP | 3.4% |
|
VERIZON COMMUNICATIONS INC | 2.7% |
|
JOHNSON & JOHNSON | 2.5% |
|
TEXAS INSTRUMENTS INC | 2.3% |
HDV Underweight Relative to PWV
|
BANK OF AMERICA CORP | -3.5% |
|
MORGAN STANLEY | -3.4% |
|
JPMORGAN CHASE & CO | -3.3% |
|
UNION PACIFIC CORP | -3.0% |
|
ABBOTT LABORATORIES | -2.9% |
|
DELL TECHNOLOGIES INC CLASS C | -1.9% |
|
CONSTELLATION ENERGY CORPORATION | -1.9% |
|
MICRON TECHNOLOGY INC | -1.8% |
|
VALERO ENERGY CORP | -1.6% |
|
MARATHON PETROLEUM | -1.6% |