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

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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%
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