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   

30

Number of overlapping holdings

5.8%

% of VYM's 542 holdings also in MDLV

83.3%

% of MDLV's 36 holdings also in VYM

Overlap by Weight
Sector Drift (VYM minus MDLV)
Overlapping Holdings

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Company Weight
in VYM
Weight
in MDLV
Overlap
EXXON MOBIL CORP 2.6% 3.6% 2.6%
JOHNSON & JOHNSON 2.0% 2.1% 2.0%
PROCTER & GAMBLE CO/THE 2.2% 1.9% 1.9%
WELLS FARGO & CO 1.4% 1.7% 1.4%
MERCK & CO. INC. 1.4% 2.4% 1.4%

Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to MDLV
BROADCOM INC. 5.5%
JPMORGAN CHASE & CO 4.1%
WAL-MART STORES INC 2.3%
HOME DEPOT INC 2.3%
ABBVIE INC 1.8%
BANK OF AMERICA CORP 1.7%
ABBOTT LABORATORIES 1.2%
PEPSICO INC 1.1%
GOLDMAN SACHS GROUP INC 1.1%
QUALCOMM INC 1.1%
VYM Underweight Relative to MDLV
ENTERGY CORP -3.8%
CITIGROUP INC -3.3%
WEC ENERGY GROUP INC -3.2%
CUMMINS INC -3.0%
PEMBINA PIPELINE CORP -2.9%
AT&T INC -2.8%
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF -2.8%
PRUDENTIAL FINANCIAL INC -2.7%
INTL BUSINESS MACHINES CORP -2.6%
LOCKHEED MARTIN CORP -2.5%
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