Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
20.7%
% of LVHD's 120 holdings also in PEY
48.0%
% of PEY's 50 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus PEY)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in PEY |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.5% | 3.8% | 2.5% |
|
VERIZON COMMUNICATIONS INC | 2.4% | 2.6% | 2.4% |
|
PHILIP MORRIS INTERNATIONAL | 2.5% | 2.3% | 2.3% |
|
PFIZER INC | 1.9% | 2.4% | 1.9% |
|
BRISTOL-MYERS SQUIBB CO | 2.5% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to PEY
|
AMERICAN ELECTRIC POWER | 2.7% |
|
JOHNSON & JOHNSON | 2.7% |
|
INTL BUSINESS MACHINES CORP | 2.7% |
|
EXELON CORP | 2.6% |
|
KRAFT HEINZ COMPANY | 2.6% |
|
COCA-COLA CO/THE | 2.6% |
|
PEPSICO INC | 2.5% |
|
GENERAL MILLS INC | 2.5% |
|
LOCKHEED MARTIN CORP | 2.4% |
|
FASTENAL CO | 2.4% |
LVHD Underweight Relative to PEY
|
LEGGETT & PLATT INC | -3.1% |
|
UNIVERSAL CORP/VA | -2.7% |
|
WALGREENS BOOTS ALLIANCE INC | -2.6% |
|
FIRST INTERSTATE BANCSYS/MT | -2.5% |
|
3M CO | -2.5% |
|
UGI CORP | -2.5% |
|
TRUIST FINANCIAL CORPORATION | -2.4% |
|
KEYCORP | -2.3% |
|
AVISTA CORP | -2.1% |
|
NORTHWEST NATURAL GAS CO | -2.0% |