Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
19.0%
% of LVHD's 120 holdings also in SPHD
44.0%
% of SPHD's 50 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus SPHD)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in SPHD |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.5% | 3.1% | 2.5% |
|
VERIZON COMMUNICATIONS INC | 2.4% | 2.8% | 2.4% |
|
PHILIP MORRIS INTERNATIONAL | 2.5% | 2.3% | 2.3% |
|
REALTY INCOME CORP | 2.4% | 2.1% | 2.1% |
|
CROWN CASTLE INTL CORP | 1.9% | 2.0% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to SPHD
|
JOHNSON & JOHNSON | 2.7% |
|
COCA-COLA CO/THE | 2.6% |
|
PEPSICO INC | 2.5% |
|
LOCKHEED MARTIN CORP | 2.4% |
|
FASTENAL CO | 2.4% |
|
KEURIG DR PEPPER INC. | 2.4% |
|
CUMMINS INC | 2.3% |
|
CISCO SYSTEMS INC | 2.3% |
|
DARDEN RESTAURANTS INC | 1.8% |
|
CONSOLIDATED EDISON INC | 1.7% |
LVHD Underweight Relative to SPHD
|
KINDER MORGAN INC | -3.0% |
|
AT&T INC | -2.7% |
|
DOMINION RESOURCES INC/VA | -2.7% |
|
ONEOK INC | -2.6% |
|
WILLIAMS COS INC | -2.4% |
|
LYONDELLBASELL INDU-CL A | -2.3% |
|
DOW, INC. | -2.3% |
|
3M CO | -2.3% |
|
SIMON PROPERTY GROUP INC | -2.2% |
|
PRUDENTIAL FINANCIAL INC | -2.1% |