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
33
Number of overlapping holdings
28.4%
% of LVHD's 120 holdings also in DVY
33.7%
% of DVY's 99 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus DVY)
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 LVHD |
Weight in DVY |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.5% | 2.9% | 2.5% |
|
VERIZON COMMUNICATIONS INC | 2.4% | 1.8% | 1.8% |
|
PHILIP MORRIS INTERNATIONAL | 2.5% | 1.7% | 1.7% |
|
PFIZER INC | 1.9% | 1.7% | 1.7% |
|
ENTERGY CORP | 1.5% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to DVY
|
JOHNSON & JOHNSON | 2.7% |
|
KRAFT HEINZ COMPANY | 2.6% |
|
BRISTOL-MYERS SQUIBB CO | 2.5% |
|
PEPSICO INC | 2.5% |
|
FASTENAL CO | 2.4% |
|
KEURIG DR PEPPER INC. | 2.4% |
|
REALTY INCOME CORP | 2.4% |
|
CUMMINS INC | 2.3% |
|
CISCO SYSTEMS INC | 2.3% |
|
UNITED PARCEL SERVICE-CL B | 2.0% |
LVHD Underweight Relative to DVY
|
AT&T INC | -1.8% |
|
TRUIST FINANCIAL CORPORATION | -1.8% |
|
DOMINION RESOURCES INC/VA | -1.7% |
|
CITIZENS FINANCIAL GROUP, INC. | -1.7% |
|
KEYCORP | -1.7% |
|
ONEOK INC | -1.6% |
|
INTERNATIONAL PAPER CO | -1.6% |
|
REGIONS FINANCIAL CORP | -1.5% |
|
PRUDENTIAL FINANCIAL INC | -1.4% |
|
HUNTINGTON BANCSHARES INC | -1.4% |