Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
37.5%
% of PZLD's 29 holdings also in PWV
24.0%
% of PWV's 50 holdings also in PZLD
Overlap by Weight
Sector Drift (PZLD minus PWV)
Overlapping Holdings
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| Company | Weight in PZLD |
Weight in PWV |
Overlap | |
|---|---|---|---|---|
 |
EXXON MOBIL CORP | 3.7% | 3.7% | 3.7% |
|
CHEVRON CORP | 3.7% | 3.3% | 3.3% |
|
JPMORGAN CHASE & CO | 11.9% | 3.3% | 3.3% |
|
COMCAST CORP-CL A | 4.7% | 3.1% | 3.1% |
|
ABBVIE INC | 3.1% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
PZLD Overweight Relative to PWV
|
T ROWE PRICE GROUP INC | 11.9% |
|
JPMORGAN CHASE & CO | 8.6% |
|
REALTY INCOME CORP | 4.1% |
|
UNITEDHEALTH GROUP INC | 3.1% |
|
BRISTOL-MYERS SQUIBB CO | 3.1% |
 |
MEDTRONIC PLC | 3.1% |
|
PROCTER & GAMBLE CO/THE | 2.5% |
|
PEPSICO INC | 2.5% |
|
NEXTERA ENERGY GROUP | 2.5% |
|
WAL-MART STORES INC | 2.5% |
PZLD Underweight Relative to PWV
|
CONOCOPHILLIPS | -3.7% |
|
WELLS FARGO & CO | -3.7% |
|
BANK OF AMERICA CORP | -3.5% |
|
MORGAN STANLEY | -3.4% |
|
VERIZON COMMUNICATIONS INC | -3.2% |
|
DELL TECHNOLOGIES INC CLASS C | -1.9% |
|
CONSTELLATION ENERGY CORPORATION | -1.9% |
|
MICRON TECHNOLOGY INC | -1.8% |
|
VALERO ENERGY CORP | -1.6% |
|
MARATHON PETROLEUM | -1.6% |