Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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33
Number of overlapping holdings
30.0%
% of LVHD's 113 holdings also in HDV
45.2%
% of HDV's 75 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus HDV)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in HDV |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.9% | 3.3% | 2.9% |
|
PHILIP MORRIS INTERNATIONAL | 2.9% | 4.3% | 2.9% |
|
INTL BUSINESS MACHINES CORP | 3.1% | 2.8% | 2.8% |
|
COCA-COLA CO/THE | 2.8% | 3.8% | 2.8% |
|
JOHNSON & JOHNSON | 2.7% | 5.5% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to HDV
|
US BANCORP | 2.3% |
|
HERSHEY CO/THE | 2.2% |
|
HOME DEPOT INC | 2.2% |
|
GENERAL MILLS INC | 1.9% |
|
ENTERGY CORP | 1.8% |
|
KEURIG DR PEPPER INC. | 1.7% |
|
PNC FINANCIAL SERVICES GROUP | 1.7% |
|
PAYCHEX INC | 1.6% |
|
KIMBERLY-CLARK CORP | 1.5% |
|
DARDEN RESTAURANTS INC | 1.5% |
LVHD Underweight Relative to HDV
|
EXXON MOBIL CORP | -8.0% |
|
PROGRESSIVE CORP | -4.9% |
|
PROCTER & GAMBLE CO/THE | -4.6% |
|
ABBVIE INC | -4.5% |
|
CME GROUP INC | -4.1% |
|
AT&T INC | -4.0% |
|
MERCK & CO. INC. | -3.3% |
|
JOHNSON & JOHNSON | -2.8% |
|
CHEVRON CORP | -2.2% |
|
TEXAS INSTRUMENTS INC | -2.0% |