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   

28

Number of overlapping holdings

57.1%

% of PEY's 49 holdings also in DVY

29.2%

% of DVY's 98 holdings also in PEY

Overlap by Weight
Sector Drift (PEY minus DVY)
Overlapping Holdings

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Company Weight
in PEY
Weight
in DVY
Overlap
ALTRIA GROUP INC 3.4% 3.2% 3.2%
PHILIP MORRIS INTERNATIONAL 2.0% 2.0% 2.0%
KEYCORP 2.3% 1.9% 1.9%
TRUIST FINANCIAL CORPORATION 2.1% 1.9% 1.9%
REGIONS FINANCIAL CORP 2.0% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
PEY Overweight Relative to DVY
WALGREENS BOOTS ALLIANCE INC 3.2%
FIRST INTERSTATE BANCSYS/MT 2.9%
COGENT COMMUNICATIONS HOLDINGS INC 2.8%
UNIVERSAL CORP/VA 2.7%
UGI CORP 2.5%
BRISTOL-MYERS SQUIBB CO 2.4%
UNITED PARCEL SERVICE-CL B 2.3%
FRANKLIN RESOURCES INC 2.3%
NORTHWEST NATURAL GAS CO 2.3%
SPIRE, INC. 2.1%
PEY Underweight Relative to DVY
AT&T INC -2.1%
INTERNATIONAL PAPER CO -2.1%
ONEOK INC -2.0%
CITIZENS FINANCIAL GROUP, INC. -2.0%
DOMINION RESOURCES INC/VA -1.7%
ENTERGY CORP -1.6%
HUNTINGTON BANCSHARES INC -1.6%
EDISON INTERNATIONAL -1.4%
PUBLIC SERVICE ENTERPRISE GP -1.4%
NISOURCE INC -1.4%
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