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
34.0%
% of PWV's 50 holdings also in HDV
23.3%
% of HDV's 75 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus HDV)
Overlapping Holdings
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| Company | Weight in PWV |
Weight in HDV |
Overlap | |
|---|---|---|---|---|
 |
PHILIP MORRIS INTERNATIONAL | 3.8% | 4.3% | 3.8% |
|
PROCTER & GAMBLE CO/THE | 3.6% | 4.6% | 3.6% |
|
EXXON MOBIL CORP | 3.6% | 8.0% | 3.6% |
|
JOHNSON & JOHNSON | 3.5% | 5.5% | 3.5% |
|
CHEVRON CORP | 3.2% | 4.8% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to HDV
|
HOME DEPOT INC | 3.3% |
|
JPMORGAN CHASE & CO | 3.3% |
|
WELLS FARGO & CO | 3.1% |
|
BANK OF AMERICA CORP | 3.1% |
|
QUALCOMM INC | 3.1% |
|
MORGAN STANLEY | 3.1% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
|
CENCORA INC | 1.8% |
|
KROGER CO | 1.7% |
|
CHENIERE ENERGY INC | 1.7% |
PWV Underweight Relative to HDV
|
PROGRESSIVE CORP | -4.9% |
|
EXXON MOBIL CORP | -4.4% |
|
COCA-COLA CO/THE | -3.8% |
|
PEPSICO INC | -3.4% |
|
MERCK & CO. INC. | -3.3% |
|
MCDONALD'S CORP | -2.5% |
|
CME GROUP INC | -2.4% |
|
AT&T INC | -2.4% |
|
JOHNSON & JOHNSON | -2.0% |
|
TEXAS INSTRUMENTS INC | -2.0% |