Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
17.3%
% of LVHD's 113 holdings also in SPHD
38.8%
% of SPHD's 49 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 | 2.9% | 3.5% | 2.9% |
|
PHILIP MORRIS INTERNATIONAL | 2.9% | 2.5% | 2.5% |
|
EXELON CORP | 2.0% | 2.2% | 2.0% |
|
DUKE ENERGY CORP | 2.4% | 1.9% | 1.9% |
|
AMERICAN ELECTRIC POWER | 2.3% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to SPHD
|
INTL BUSINESS MACHINES CORP | 3.1% |
|
MCDONALD'S CORP | 2.9% |
|
COCA-COLA CO/THE | 2.8% |
|
SOUTHERN CO | 2.6% |
|
PEPSICO INC | 2.5% |
|
CISCO SYSTEMS INC | 2.5% |
|
MONDELEZ INTERNATIONAL INC-A | 2.4% |
|
KEURIG DR PEPPER INC. | 2.3% |
|
LOCKHEED MARTIN CORP | 2.2% |
|
HERSHEY CO/THE | 2.2% |
LVHD Underweight Relative to SPHD
|
CROWN CASTLE INTL CORP | -3.6% |
|
VERIZON COMMUNICATIONS INC | -3.3% |
|
AT&T INC | -2.6% |
|
PFIZER INC | -2.4% |
|
KRAFT HEINZ COMPANY | -2.3% |
|
AMCOR PLC | -2.3% |
|
EVERSOURCE ENERGY | -2.3% |
|
CONAGRA FOODS INC | -2.2% |
|
DOMINION RESOURCES INC/VA | -2.2% |
|
HEALTHPEAK PROPERTIES, INC. | -2.1% |