Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
30.0%
% of PWV's 50 holdings also in HDV
20.5%
% of HDV's 74 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 | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 3.6% | 8.5% | 3.6% |
|
CHEVRON CORP | 3.3% | 6.9% | 3.3% |
|
VERIZON COMMUNICATIONS INC | 3.1% | 5.8% | 3.1% |
|
CISCO SYSTEMS INC | 3.1% | 3.2% | 3.1% |
|
JOHNSON & JOHNSON | 3.0% | 5.5% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to HDV
|
MORGAN STANLEY | 3.6% |
|
BANK OF AMERICA CORP | 3.5% |
|
JPMORGAN CHASE & CO | 3.4% |
|
UNION PACIFIC CORP | 3.1% |
|
ABBOTT LABORATORIES | 2.8% |
|
CONSTELLATION ENERGY CORPORATION | 2.2% |
|
DELL TECHNOLOGIES INC CLASS C | 2.1% |
|
MICRON TECHNOLOGY INC | 2.0% |
|
AMERICAN INTERNATIONAL GROUP | 1.6% |
|
VALERO ENERGY CORP | 1.5% |
PWV Underweight Relative to HDV
|
EXXON MOBIL CORP | -5.0% |
|
PHILIP MORRIS INTERNATIONAL | -4.5% |
|
MERCK & CO. INC. | -4.2% |
|
PEPSICO INC | -3.9% |
|
COCA-COLA CO/THE | -3.9% |
|
ALTRIA GROUP INC | -3.8% |
|
CHEVRON CORP | -3.6% |
|
VERIZON COMMUNICATIONS INC | -2.7% |
|
TEXAS INSTRUMENTS INC | -2.6% |
|
JOHNSON & JOHNSON | -2.6% |