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   

2

Number of overlapping holdings

2.7%

% of HDV's 74 holdings also in SPMO

2.0%

% of SPMO's 98 holdings also in HDV

Overlap by Weight
Sector Drift (HDV minus SPMO)
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 SPMO
Overlap
INTL BUSINESS MACHINES CORP 2.6% 1.0% 1.0%
PHILLIPS 66 0.9% 0.3% 0.3%

Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to SPMO
EXXON MOBIL CORP 8.5%
CHEVRON CORP 6.9%
VERIZON COMMUNICATIONS INC 5.8%
JOHNSON & JOHNSON 5.5%
ABBVIE INC 5.0%
PHILIP MORRIS INTERNATIONAL 4.5%
MERCK & CO. INC. 4.2%
PEPSICO INC 3.9%
COCA-COLA CO/THE 3.9%
ALTRIA GROUP INC 3.8%
HDV Underweight Relative to SPMO
NVIDIA CORP -10.1%
APPLE INC -9.0%
MICROSOFT CORP -8.9%
META PLATFORMS INC -8.6%
AMAZON.COM INC -8.1%
BROADCOM INC. -4.9%
ELI LILLY & CO -4.9%
BERKSHIRE HATHAWAY INC-CL B -3.8%
JPMORGAN CHASE & CO -2.5%
COSTCO WHOLESALE CORP -2.2%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY