Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
33.3%
% of RDIV's 60 holdings also in PEY
40.8%
% of PEY's 49 holdings also in RDIV
Overlap by Weight
Sector Drift (RDIV minus PEY)
Overlapping Holdings
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Company | Weight in RDIV |
Weight in PEY |
Overlap | |
---|---|---|---|---|
BRISTOL-MYERS SQUIBB CO | 5.4% | 2.4% | 2.4% | |
CHEVRON CORP | 5.2% | 2.0% | 2.0% | |
US BANCORP | 5.3% | 2.0% | 2.0% | |
REGIONS FINANCIAL CORP | 2.0% | 2.0% | 2.0% | |
PHILIP MORRIS INTERNATIONAL | 4.8% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
RDIV Overweight Relative to PEY
FORD MOTOR CO | 4.7% | |
DUKE ENERGY CORP | 4.7% | |
KRAFT HEINZ COMPANY | 4.4% | |
INTERNATIONAL PAPER CO | 4.2% | |
EXELON CORP | 4.1% | |
US BANCORP | 3.3% | |
VIATRIS, INC. | 3.2% | |
BEST BUY CO INC | 3.2% | |
CHEVRON CORP | 3.1% | |
PRUDENTIAL FINANCIAL INC | 3.0% |
RDIV Underweight Relative to PEY
WALGREENS BOOTS ALLIANCE INC | -3.7% | |
ALTRIA GROUP INC | -3.4% | |
UGI CORP | -3.1% | |
FIRST INTERSTATE BANCSYS/MT | -2.9% | |
VERIZON COMMUNICATIONS INC | -2.9% | |
COGENT COMMUNICATIONS HOLDINGS INC | -2.8% | |
UNIVERSAL CORP/VA | -2.7% | |
KEYCORP | -2.3% | |
UNITED PARCEL SERVICE-CL B | -2.3% | |
NORTHWEST NATURAL GAS CO | -2.3% |