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   

13

Number of overlapping holdings

17.8%

% of HDV's 74 holdings also in PZLD

40.6%

% 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 8.3% 3.7% 3.7%
CHEVRON CORP 6.6% 3.7% 3.7%
JOHNSON & JOHNSON 5.5% 3.1% 3.1%
ABBVIE INC 5.3% 3.1% 3.1%
COCA-COLA CO/THE 4.0% 2.5% 2.5%

Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to PZLD
VERIZON COMMUNICATIONS INC 5.9%
PHILIP MORRIS INTERNATIONAL 4.8%
EXXON MOBIL CORP 4.6%
MERCK & CO. INC. 4.3%
ALTRIA GROUP INC 4.0%
CHEVRON CORP 2.9%
TEXAS INSTRUMENTS INC 2.8%
WELLS FARGO & CO 2.7%
JOHNSON & JOHNSON 2.4%
ABBVIE INC 2.2%
HDV Underweight Relative to PZLD
JPMORGAN CHASE & CO -11.9%
T ROWE PRICE GROUP INC -11.3%
REALTY INCOME CORP -4.1%
UNITEDHEALTH GROUP INC -3.1%
ABBOTT LABORATORIES -3.1%
BRISTOL-MYERS SQUIBB CO -3.1%
PROCTER & GAMBLE CO/THE -2.5%
NEXTERA ENERGY GROUP -2.5%
WAL-MART STORES INC -2.5%
COMCAST CORP-CL A -2.5%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY