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
11
Number of overlapping holdings
22.0%
% of PWV's 50 holdings also in HDV
14.7%
% 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 | |
|---|---|---|---|---|
 |
ABBVIE INC | 3.6% | 6.5% | 3.6% |
|
JOHNSON & JOHNSON | 3.5% | 7.2% | 3.5% |
|
VERIZON COMMUNICATIONS INC | 3.4% | 6.7% | 3.4% |
|
EXXON MOBIL CORP | 3.3% | 10.1% | 3.3% |
|
CHEVRON CORP | 3.2% | 7.0% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to HDV
|
AMGEN INC | 3.6% |
|
BANK OF AMERICA CORP | 3.5% |
|
INTL BUSINESS MACHINES CORP | 3.5% |
|
JPMORGAN CHASE & CO | 3.4% |
|
MORGAN STANLEY | 3.3% |
|
CISCO SYSTEMS INC | 3.3% |
|
CATERPILLAR INC | 3.2% |
|
ABBOTT LABORATORIES | 3.2% |
|
WELLS FARGO & CO | 3.2% |
|
FEDEX CORP | 1.7% |
PWV Underweight Relative to HDV
|
EXXON MOBIL CORP | -6.8% |
|
PHILIP MORRIS INTERNATIONAL | -4.8% |
|
COCA-COLA CO/THE | -4.5% |
|
ALTRIA GROUP INC | -4.1% |
|
PEPSICO INC | -4.1% |
|
CHEVRON CORP | -3.8% |
|
JOHNSON & JOHNSON | -3.8% |
|
VERIZON COMMUNICATIONS INC | -3.2% |
|
ABBVIE INC | -2.9% |
|
TEXAS INSTRUMENTS INC | -2.7% |