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
12.1%
% of LVHD's 120 holdings also in MDLV
38.9%
% of MDLV's 36 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus MDLV)
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 MDLV |
Overlap | |
|---|---|---|---|---|
 |
INTL BUSINESS MACHINES CORP | 2.7% | 3.8% | 2.7% |
|
KRAFT HEINZ COMPANY | 2.6% | 2.9% | 2.6% |
|
COCA-COLA CO/THE | 2.6% | 3.0% | 2.6% |
|
GENERAL MILLS INC | 2.5% | 2.7% | 2.5% |
|
PHILIP MORRIS INTERNATIONAL | 2.5% | 2.9% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to MDLV
|
AMERICAN ELECTRIC POWER | 2.7% |
|
EXELON CORP | 2.6% |
|
ALTRIA GROUP INC | 2.5% |
|
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% |
|
KIMBERLY-CLARK CORP | 2.2% |
|
DARDEN RESTAURANTS INC | 1.8% |
LVHD Underweight Relative to MDLV
|
EXXON MOBIL CORP | -4.3% |
|
PHILLIPS 66 | -3.9% |
|
CITIGROUP INC | -3.7% |
|
GENERAL DYNAMICS CORP | -3.6% |
|
MERCK & CO. INC. | -3.4% |
|
CHEVRON CORP | -3.2% |
|
PRUDENTIAL FINANCIAL INC | -3.1% |
|
SOUTHERN CO | -3.1% |
|
GILEAD SCIENCES INC | -3.0% |
|
AT&T INC | -3.0% |