Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
15.6%
% of KVLE's 91 holdings also in UPGD
28.0%
% of UPGD's 50 holdings also in KVLE
Overlap by Weight
Sector Drift (KVLE minus UPGD)
Overlapping Holdings
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| Company | Weight in KVLE |
Weight in UPGD |
Overlap | |
|---|---|---|---|---|
 |
CISCO SYSTEMS INC | 2.0% | 1.9% | 1.9% |
|
ILLINOIS TOOL WORKS | 1.8% | 1.9% | 1.8% |
|
AUTOMATIC DATA PROCESSING | 1.8% | 2.1% | 1.8% |
|
UNITED PARCEL SERVICE-CL B | 1.8% | 1.8% | 1.8% |
|
WEC ENERGY GROUP INC | 1.7% | 2.3% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
KVLE Overweight Relative to UPGD
|
APPLE INC | 5.4% |
|
MICROSOFT CORP | 5.4% |
|
NVIDIA CORP | 5.2% |
|
ALPHABET INC. CLASS C | 4.4% |
|
META PLATFORMS INC | 2.3% |
|
AMAZON.COM INC | 2.2% |
|
HOME DEPOT INC | 2.2% |
|
GILEAD SCIENCES INC | 2.1% |
|
BRISTOL-MYERS SQUIBB CO | 1.9% |
|
ALTRIA GROUP INC | 1.9% |
KVLE Underweight Relative to UPGD
|
NORTHROP GRUMMAN CORP | -2.7% |
|
EXELON CORP | -2.4% |
|
KROGER CO | -2.4% |
|
FAIR ISAAC CORP | -2.4% |
|
HORMEL FOODS CORP | -2.4% |
|
ALBERTSONS COMPANIES, INC. CLASS A | -2.3% |
|
CONAGRA FOODS INC | -2.3% |
|
RTX CORP | -2.3% |
|
OKTA, INC. CLASS A | -2.2% |
|
WILLIAMS COS INC | -2.2% |