Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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35

Number of overlapping holdings

30.4%

% of LVHD's 118 holdings also in DVY

36.5%

% of DVY's 98 holdings also in LVHD

Overlap by Weight
Sector Drift (LVHD minus DVY)
Overlapping Holdings

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Company Weight
in LVHD
Weight
in DVY
Overlap
ALTRIA GROUP INC 2.8% 3.2% 2.8%
ONEOK INC 1.8% 2.0% 1.8%
VERIZON COMMUNICATIONS INC 2.3% 1.7% 1.7%
US BANCORP 2.5% 1.4% 1.4%
WEC ENERGY GROUP INC 1.4% 1.3% 1.3%

Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to DVY
SOUTHERN CO 2.7%
JOHNSON & JOHNSON 2.6%
KEURIG DR PEPPER INC. 2.5%
HOME DEPOT INC 2.5%
DUKE ENERGY CORP 2.4%
BRISTOL-MYERS SQUIBB CO 2.4%
PEPSICO INC 2.3%
CISCO SYSTEMS INC 2.3%
MEDTRONIC PLC 2.3%
KRAFT HEINZ COMPANY 2.0%
LVHD Underweight Relative to DVY
AT&T INC -2.1%
INTERNATIONAL PAPER CO -2.1%
PHILIP MORRIS INTERNATIONAL -2.0%
CITIZENS FINANCIAL GROUP, INC. -2.0%
KEYCORP -1.9%
TRUIST FINANCIAL CORPORATION -1.9%
REGIONS FINANCIAL CORP -1.8%
DOMINION RESOURCES INC/VA -1.7%
HUNTINGTON BANCSHARES INC -1.6%
EDISON INTERNATIONAL -1.4%
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