Fund Overlap

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


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28

Number of overlapping holdings

5.2%

% of VYM's 565 holdings also in PZLD

87.5%

% of PZLD's 29 holdings also in VYM

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

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Company Weight
in VYM
Weight
in PZLD
Overlap
JPMORGAN CHASE & CO 3.4% 11.9% 3.4%
EXXON MOBIL CORP 3.0% 3.7% 3.0%
PROCTER & GAMBLE CO/THE 2.4% 2.5% 2.4%
JOHNSON & JOHNSON 2.2% 3.1% 2.2%
ABBVIE INC 1.8% 3.1% 1.8%

Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to PZLD
BROADCOM INC. 2.5%
MERCK & CO. INC. 2.0%
BANK OF AMERICA CORP 1.6%
QUALCOMM INC 1.4%
WELLS FARGO & CO 1.3%
TEXAS INSTRUMENTS INC 1.1%
VERIZON COMMUNICATIONS INC 1.0%
AMGEN INC 1.0%
PFIZER INC 0.9%
PHILIP MORRIS INTERNATIONAL 0.9%
VYM Underweight Relative to PZLD
T ROWE PRICE GROUP INC -11.7%
JPMORGAN CHASE & CO -8.5%
REALTY INCOME CORP -4.1%
COMCAST CORP-CL A -3.8%
UNITEDHEALTH GROUP INC -3.1%
BRISTOL-MYERS SQUIBB CO -2.6%
MEDTRONIC PLC -2.4%
CHEVRON CORP -2.1%
FASTENAL CO -2.1%
ABBOTT LABORATORIES -2.0%
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