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
12
Number of overlapping holdings
16.0%
% of HDV's 75 holdings also in PZLD
37.5%
% of PZLD's 29 holdings also in HDV
Overlap by Weight
Sector Drift (HDV minus PZLD)
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 HDV |
Weight in PZLD |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 10.1% | 3.7% | 3.7% |
|
CHEVRON CORP | 7.0% | 3.7% | 3.7% |
|
JOHNSON & JOHNSON | 7.2% | 3.1% | 3.1% |
|
ABBVIE INC | 6.5% | 3.1% | 3.1% |
|
COMCAST CORP-CL A | 2.9% | 4.7% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to PZLD
|
VERIZON COMMUNICATIONS INC | 6.7% |
|
EXXON MOBIL CORP | 6.4% |
|
PHILIP MORRIS INTERNATIONAL | 4.8% |
|
ALTRIA GROUP INC | 4.1% |
|
JOHNSON & JOHNSON | 4.1% |
|
ABBVIE INC | 3.4% |
|
CHEVRON CORP | 3.4% |
|
TEXAS INSTRUMENTS INC | 2.7% |
|
CONOCOPHILLIPS | 2.1% |
|
COCA-COLA CO/THE | 2.0% |
HDV Underweight Relative to PZLD
|
JPMORGAN CHASE & CO | -11.9% |
|
T ROWE PRICE GROUP INC | -11.3% |
|
REALTY INCOME CORP | -4.1% |
|
BRISTOL-MYERS SQUIBB CO | -3.1% |
|
ABBOTT LABORATORIES | -3.1% |
|
UNITEDHEALTH GROUP INC | -3.1% |
|
PROCTER & GAMBLE CO/THE | -2.5% |
|
NEXTERA ENERGY GROUP | -2.5% |
|
WAL-MART STORES INC | -2.5% |
|
3M CO | -2.3% |