Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
17.6%
% of HDV's 75 holdings also in PZLD
40.6%
% of PZLD's 29 holdings also in HDV
Overlap by Weight
Sector Drift (HDV minus PZLD)
Overlapping Holdings
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| Company | Weight in HDV |
Weight in PZLD |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 8.7% | 3.7% | 3.7% |
|
CHEVRON CORP | 6.7% | 3.7% | 3.7% |
|
JOHNSON & JOHNSON | 5.5% | 3.1% | 3.1% |
|
ABBVIE INC | 5.2% | 3.1% | 3.1% |
|
COCA-COLA CO/THE | 3.7% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to PZLD
|
VERIZON COMMUNICATIONS INC | 5.8% |
|
EXXON MOBIL CORP | 5.0% |
|
PHILIP MORRIS INTERNATIONAL | 4.3% |
|
MERCK & CO. INC. | 4.1% |
|
ALTRIA GROUP INC | 3.6% |
|
CHEVRON CORP | 3.0% |
|
WELLS FARGO & CO | 2.7% |
|
JOHNSON & JOHNSON | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.3% |
|
CONOCOPHILLIPS | 2.2% |
HDV Underweight Relative to PZLD
|
JPMORGAN CHASE & CO | -11.9% |
|
T ROWE PRICE GROUP INC | -11.4% |
|
REALTY INCOME CORP | -4.1% |
|
BRISTOL-MYERS SQUIBB CO | -3.1% |
|
UNITEDHEALTH GROUP INC | -3.1% |
|
ABBOTT LABORATORIES | -3.1% |
|
PROCTER & GAMBLE CO/THE | -2.5% |
|
NEXTERA ENERGY GROUP | -2.5% |
|
WAL-MART STORES INC | -2.5% |
|
COMCAST CORP-CL A | -2.4% |