Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
16
Number of overlapping holdings
43.2%
% of MDLV's 37 holdings also in HDV
21.3%
% of HDV's 75 holdings also in MDLV
Overlap by Weight
Sector Drift (MDLV minus HDV)
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 MDLV |
Weight in HDV |
Overlap | |
---|---|---|---|---|
EXXON MOBIL CORP | 4.1% | 10.1% | 4.1% | |
COCA-COLA CO/THE | 3.1% | 4.5% | 3.1% | |
PHILIP MORRIS INTERNATIONAL | 3.1% | 4.8% | 3.1% | |
CHEVRON CORP | 3.0% | 7.0% | 3.0% | |
VERIZON COMMUNICATIONS INC | 3.0% | 6.7% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
MDLV Overweight Relative to HDV
INTL BUSINESS MACHINES CORP | 3.8% | |
CITIGROUP INC | 3.6% | |
AT&T INC | 3.3% | |
MERCK & CO. INC. | 3.3% | |
GILEAD SCIENCES INC | 3.2% | |
PRUDENTIAL FINANCIAL INC | 3.2% | |
GENERAL DYNAMICS CORP | 3.0% | |
CROWN CASTLE INTL CORP | 3.0% | |
CUMMINS INC | 3.0% | |
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 3.0% |
MDLV Underweight Relative to HDV
ABBVIE INC | -6.5% | |
EXXON MOBIL CORP | -6.0% | |
JOHNSON & JOHNSON | -4.8% | |
ALTRIA GROUP INC | -4.1% | |
PEPSICO INC | -4.1% | |
CHEVRON CORP | -4.0% | |
VERIZON COMMUNICATIONS INC | -3.7% | |
COMCAST CORP-CL A | -2.9% | |
TEXAS INSTRUMENTS INC | -2.7% | |
CONOCOPHILLIPS | -2.1% |