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 SPMO

14.7%

% of SPMO's 95 holdings also in HDV

Overlap by Weight
Sector Drift (HDV minus SPMO)
Overlapping Holdings

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Company Weight
in HDV
Weight
in SPMO
Overlap
PHILIP MORRIS INTERNATIONAL 4.4% 2.0% 2.0%
INTL BUSINESS MACHINES CORP 2.8% 1.3% 1.3%
AT&T INC 4.0% 1.3% 1.3%
PROGRESSIVE CORP 5.1% 1.1% 1.1%
ALTRIA GROUP INC 3.3% 0.7% 0.7%

Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to SPMO
EXXON MOBIL CORP 7.8%
JOHNSON & JOHNSON 5.4%
ABBVIE INC 5.1%
CHEVRON CORP 4.8%
CME GROUP INC 4.3%
PROCTER & GAMBLE CO/THE 4.2%
PROGRESSIVE CORP 4.1%
COCA-COLA CO/THE 3.6%
MERCK & CO. INC. 3.4%
PEPSICO INC 3.1%
HDV Underweight Relative to SPMO
NVIDIA CORP -8.7%
AMAZON.COM INC -8.5%
META PLATFORMS INC -8.5%
JPMORGAN CHASE & CO -5.3%
WAL-MART STORES INC -5.3%
BROADCOM INC. -5.0%
TESLA MOTORS INC -4.8%
NETFLIX INC -3.9%
PALANTIR TECHNOLOGIES INC. CLASS A -3.1%
COSTCO WHOLESALE CORP -3.1%
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