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   

21

Number of overlapping holdings

6.3%

% of VIG's 342 holdings also in EDOW

70.0%

% of EDOW's 31 holdings also in VIG

Overlap by Weight
Sector Drift (VIG minus EDOW)
Overlapping Holdings

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Company Weight
in VIG
Weight
in EDOW
Overlap
JPMORGAN CHASE & CO 3.6% 3.6% 3.6%
MICROSOFT CORP 4.0% 3.4% 3.4%
APPLE INC 3.6% 3.2% 3.2%
VISA INC. CLASS A 3.0% 3.5% 3.0%
UNITEDHEALTH GROUP INC 2.3% 3.3% 2.3%

Position Highlights (Non-Overlapping Exposures)
VIG Overweight Relative to EDOW
BROADCOM INC. 3.9%
ELI LILLY & CO 3.6%
EXXON MOBIL CORP 2.6%
COSTCO WHOLESALE CORP 2.4%
MASTERCARD INCORPORATED CLASS A 2.3%
ABBVIE INC 1.7%
BANK OF AMERICA CORP 1.4%
ABBOTT LABORATORIES 1.2%
LINDE PLC 1.2%
ORACLE CORP 1.1%
VIG Underweight Relative to EDOW
VERIZON COMMUNICATIONS INC -3.6%
BOEING CO -3.6%
AMERICAN EXPRESS CO -3.4%
TRAVELERS COS INC/THE -3.3%
CHEVRON CORP -3.2%
NVIDIA CORP -3.1%
SALESFORCE.COM INC -3.1%
AMAZON.COM INC -3.1%
3M CO -3.1%
WALT DISNEY CO/THE -3.0%
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