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   

17

Number of overlapping holdings

51.5%

% of MDLV's 34 holdings also in HDV

22.7%

% of HDV's 75 holdings also in MDLV

Overlap by Weight
Sector Drift (MDLV minus HDV)
Overlapping Holdings

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Company Weight
in MDLV
Weight
in HDV
Overlap
EXXON MOBIL CORP 4.0% 8.1% 4.0%
MERCK & CO. INC. 3.7% 4.6% 3.7%
INTL BUSINESS MACHINES CORP 4.1% 3.6% 3.6%
CHEVRON CORP 3.2% 5.9% 3.2%
CISCO SYSTEMS INC 3.1% 3.3% 3.1%

Position Highlights (Non-Overlapping Exposures)
MDLV Overweight Relative to HDV
GENERAL DYNAMICS CORP 3.6%
MCDONALD'S CORP 3.4%
CITIGROUP INC 3.3%
PROCTER & GAMBLE CO/THE 3.3%
AT&T INC 3.1%
KRAFT HEINZ COMPANY 3.1%
PHILLIPS 66 3.0%
PRUDENTIAL FINANCIAL INC 3.0%
CROWN CASTLE INTL CORP 2.9%
CUMMINS INC 2.9%
MDLV Underweight Relative to HDV
ABBVIE INC -6.5%
EXXON MOBIL CORP -4.2%
PEPSICO INC -3.6%
ALTRIA GROUP INC -3.5%
JOHNSON & JOHNSON -3.3%
WELLS FARGO & CO -3.1%
VERIZON COMMUNICATIONS INC -2.9%
CHEVRON CORP -2.8%
TEXAS INSTRUMENTS INC -2.5%
BRISTOL-MYERS SQUIBB CO -2.5%
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