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
OVERLAP
33%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
TBG
35
HOLDINGS
40%
ALSO IN HDV
HDV
74
HOLDINGS
19%
ALSO IN TBG
SECTOR DRIFT (TBG minus HDV)
OVERLAPPING HOLDINGS
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| Company | Weight in TBG |
Weight in HDV |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 4.6% | 8.0% | 4.6% |
|
PEPSICO INC | 3.8% | 4.1% | 3.8% |
|
PROCTER & GAMBLE CO/THE | 3.5% | 5.1% | 3.5% |
|
JOHNSON & JOHNSON | 3.3% | 7.1% | 3.3% |
|
CISCO SYSTEMS INC | 3.1% | 3.0% | 3.0% |
TBG Overweight Relative to HDV
|
MERCK & CO. INC. | 4.1% |
|
SIMON PROPERTY GROUP INC | 3.9% |
|
VERIZON COMMUNICATIONS INC | 3.8% |
|
ENTERPRISE PRODUCTS PARTNERS | 3.3% |
|
ENERGY TRANSFER, L.P. | 3.2% |
|
BROOKFIELD INFRASTRUCTURE CORPORATIO | 3.0% |
|
VICI PROPERTIES INC | 2.9% |
|
AMGEN INC | 2.6% |
|
BLACKSTONE GROUP LP/THE | 2.5% |
|
LOCKHEED MARTIN CORP | 2.5% |
TBG Underweight Relative to HDV
|
EXXON MOBIL CORP | -8.8% |
|
ABBVIE INC | -5.4% |
|
PHILIP MORRIS INTERNATIONAL | -5.1% |
|
HOME DEPOT INC | -4.2% |
|
COCA-COLA CO/THE | -4.2% |
|
JOHNSON & JOHNSON | -3.8% |
|
CHEVRON CORP | -3.4% |
|
CONOCOPHILLIPS | -2.6% |
|
DUKE ENERGY CORP | -1.8% |
|
SOUTHERN CO | -1.8% |