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
13
Number of overlapping holdings
26.0%
% of PWV's 50 holdings also in MDLV
35.1%
% of MDLV's 37 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus MDLV)
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 PWV |
Weight in MDLV |
Overlap | |
|---|---|---|---|---|
 |
PHILIP MORRIS INTERNATIONAL | 3.8% | 4.3% | 3.8% |
|
EXXON MOBIL CORP | 3.6% | 3.6% | 3.6% |
|
CISCO SYSTEMS INC | 3.2% | 3.2% | 3.2% |
|
CHEVRON CORP | 3.2% | 2.9% | 2.9% |
|
INTL BUSINESS MACHINES CORP | 3.4% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to MDLV
|
HOME DEPOT INC | 3.3% |
|
JPMORGAN CHASE & CO | 3.3% |
|
BANK OF AMERICA CORP | 3.1% |
|
QUALCOMM INC | 3.1% |
|
ABBVIE 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 MDLV
|
WEC ENERGY GROUP INC | -3.8% |
|
ENTERGY CORP | -3.4% |
|
COCA-COLA CO/THE | -3.3% |
|
LOCKHEED MARTIN CORP | -3.2% |
 |
PEMBINA PIPELINE CORP | -3.1% |
|
CROWN CASTLE INTL CORP | -2.9% |
|
VERIZON COMMUNICATIONS INC | -2.9% |
|
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | -2.9% |
|
GENERAL DYNAMICS CORP | -2.8% |
|
DUKE ENERGY CORP | -2.8% |