Fund Overlap

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


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25

Number of overlapping holdings

8.0%

% of VIG's 318 holdings also in PZLD

78.1%

% of PZLD's 29 holdings also in VIG

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

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Company Weight
in VIG
Weight
in PZLD
Overlap
JPMORGAN CHASE & CO 3.6% 11.9% 3.6%
EXXON MOBIL CORP 3.1% 3.7% 3.1%
UNITEDHEALTH GROUP INC 2.7% 3.1% 2.7%
PROCTER & GAMBLE CO/THE 2.3% 2.5% 2.3%
JOHNSON & JOHNSON 2.3% 3.1% 2.3%

Position Highlights (Non-Overlapping Exposures)
VIG Overweight Relative to PZLD
MICROSOFT CORP 5.8%
APPLE INC 3.8%
VISA INC. CLASS A 2.7%
MASTERCARD INCORPORATED CLASS A 2.5%
MERCK & CO. INC. 2.1%
COSTCO WHOLESALE CORP 2.0%
BROADCOM INC. 1.6%
LINDE PLC 1.4%
ORACLE CORP 1.2%
QUALCOMM INC 1.2%
VIG Underweight Relative to PZLD
T ROWE PRICE GROUP INC -11.9%
JPMORGAN CHASE & CO -8.2%
REALTY INCOME CORP -4.1%
CHEVRON CORP -3.7%
COMCAST CORP-CL A -3.6%
ABBVIE INC -3.1%
SOUTHERN CO -2.5%
BRISTOL-MYERS SQUIBB CO -2.4%
MEDTRONIC PLC -2.4%
3M CO -2.3%
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