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   

20

Number of overlapping holdings

6.0%

% of VIG's 343 holdings also in EDOW

66.7%

% of EDOW's 186 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
APPLE INC 4.9% 3.6% 3.6%
JPMORGAN CHASE & CO 3.5% 3.5% 3.5%
MICROSOFT CORP 4.2% 3.2% 3.2%
UNITEDHEALTH GROUP INC 3.1% 3.7% 3.1%
VISA INC. CLASS A 2.3% 3.2% 2.3%

Position Highlights (Non-Overlapping Exposures)
VIG Overweight Relative to EDOW
EXXON MOBIL CORP 3.1%
COSTCO WHOLESALE CORP 2.2%
MASTERCARD INCORPORATED CLASS A 2.1%
ABBVIE INC 1.8%
BANK OF AMERICA CORP 1.7%
PEPSICO INC 1.4%
APPLE INC 1.3%
ORACLE CORP 1.3%
LINDE PLC 1.3%
QUALCOMM INC 1.2%
VIG Underweight Relative to EDOW
AMERICAN EXPRESS CO -3.5%
3M CO -3.5%
VERIZON COMMUNICATIONS INC -3.4%
CHEVRON CORP -3.4%
INTEL CORP -3.3%
SALESFORCE.COM INC -3.3%
AMAZON.COM INC -3.2%
BOEING CO -3.2%
DOW, INC. -3.2%
WALT DISNEY CO/THE -3.0%
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