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
OVERLAP
34%
OVERLAP
BY WEIGHT
32
# OF OVERLAPPING
HOLDINGS
CDL
102
HOLDINGS
32%
ALSO IN LVHD
LVHD
116
HOLDINGS
29%
ALSO IN CDL
SECTOR DRIFT (CDL minus LVHD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CDL |
Weight in LVHD |
Overlap | |
|---|---|---|---|---|
 |
DUKE ENERGY CORP | 1.7% | 2.5% | 1.7% |
|
SOUTHERN CO | 1.5% | 2.5% | 1.5% |
|
COCA-COLA CO/THE | 1.5% | 2.7% | 1.5% |
|
WEC ENERGY GROUP INC | 1.7% | 1.4% | 1.4% |
|
AMERICAN ELECTRIC POWER | 1.4% | 2.9% | 1.4% |
CDL Overweight Relative to LVHD
|
CMS ENERGY CORP | 1.6% |
|
PPL CORPORATION | 1.4% |
|
DOMINION RESOURCES INC/VA | 1.3% |
|
PUBLIC SERVICE ENTERPRISE GP | 1.2% |
|
CNA FINANCIAL CORP | 1.2% |
|
KINDER MORGAN INC | 1.2% |
|
PRINCIPAL FINANCIAL GROUP | 1.1% |
|
METLIFE INC | 1.1% |
|
STATE STREET CORP | 1.1% |
|
TRUIST FINANCIAL CORPORATION | 1.1% |
CDL Underweight Relative to LVHD
|
CISCO SYSTEMS INC | -3.0% |
|
JOHNSON & JOHNSON | -2.5% |
|
MCDONALD'S CORP | -2.3% |
|
LOCKHEED MARTIN CORP | -2.1% |
|
VERIZON COMMUNICATIONS INC | -2.0% |
|
HERSHEY CO/THE | -1.9% |
|
ALTRIA GROUP INC | -1.8% |
|
ENTERGY CORP | -1.7% |
|
VICI PROPERTIES INC | -1.7% |
|
CHEVRON CORP | -1.5% |