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
14
Number of overlapping holdings
19.2%
% of HDV's 75 holdings also in PZLD
43.8%
% 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 | 7.8% | 3.7% | 3.7% |
|
CHEVRON CORP | 4.8% | 3.7% | 3.7% |
|
JOHNSON & JOHNSON | 5.4% | 3.1% | 3.1% |
|
ABBVIE INC | 5.1% | 3.1% | 3.1% |
|
PROCTER & GAMBLE CO/THE | 4.2% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to PZLD
|
PROGRESSIVE CORP | 5.1% |
|
PHILIP MORRIS INTERNATIONAL | 4.4% |
|
CME GROUP INC | 4.3% |
|
EXXON MOBIL CORP | 4.1% |
|
AT&T INC | 4.0% |
|
MERCK & CO. INC. | 3.4% |
|
ALTRIA GROUP INC | 3.3% |
|
JOHNSON & JOHNSON | 2.3% |
|
TEXAS INSTRUMENTS INC | 2.2% |
|
ABBVIE INC | 2.0% |
HDV Underweight Relative to PZLD
|
JPMORGAN CHASE & CO | -11.9% |
|
T ROWE PRICE GROUP INC | -11.4% |
|
COMCAST CORP-CL A | -4.7% |
|
REALTY INCOME CORP | -4.1% |
|
BRISTOL-MYERS SQUIBB CO | -3.1% |
|
UNITEDHEALTH GROUP INC | -3.1% |
|
ABBOTT LABORATORIES | -3.1% |
|
NEXTERA ENERGY GROUP | -2.5% |
|
WAL-MART STORES INC | -2.5% |
|
CATERPILLAR INC | -2.3% |