Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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18

Number of overlapping holdings

34.0%

% of SPDV's 53 holdings also in SPVM

18.4%

% of SPVM's 99 holdings also in SPDV

Overlap by Weight
Sector Drift (SPDV minus SPVM)
Overlapping Holdings

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Company Weight
in SPDV
Weight
in SPVM
Overlap
PRUDENTIAL FINANCIAL INC 1.8% 1.6% 1.6%
AT&T INC 2.5% 1.4% 1.4%
HEWLETT PACKARD ENTERPRISE CO. 1.4% 1.2% 1.2%
BEST BUY CO INC 1.7% 1.1% 1.1%
VERIZON COMMUNICATIONS INC 2.3% 1.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
SPDV Overweight Relative to SPVM
GILEAD SCIENCES INC 2.3%
WEC ENERGY GROUP INC 2.3%
INTL BUSINESS MACHINES CORP 2.2%
HASBRO INC 2.2%
JOHNSON & JOHNSON 2.2%
MOLSON COORS BREWING CO -B 2.1%
RTX CORP 2.1%
LKQ CORP 2.1%
FORD MOTOR CO 2.1%
KRAFT HEINZ COMPANY 2.0%
SPDV Underweight Relative to SPVM
GENERAL MOTORS CO -2.3%
KROGER CO -2.0%
LOEWS CORP -1.8%
TYSON FOODS INC-CL A -1.8%
BERKSHIRE HATHAWAY INC-CL B -1.6%
CARDINAL HEALTH INC -1.6%
CENCORA INC -1.6%
FOX CORPORATION CLASS A -1.4%
CINCINNATI FINANCIAL CORP -1.4%
HARTFORD FINANCIAL SVCS GRP -1.4%
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