Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
PWV
53
HOLDINGS
20%
ALSO IN MDLV
MDLV
37
HOLDINGS
29%
ALSO IN PWV
SECTOR DRIFT (PWV minus MDLV)
OVERLAPPING HOLDINGS
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| Company | Weight in PWV |
Weight in MDLV |
Overlap | |
|---|---|---|---|---|
 |
CITIGROUP INC | 3.7% | 3.6% | 3.6% |
|
JOHNSON & JOHNSON | 3.3% | 3.3% | 3.3% |
|
CHEVRON CORP | 3.1% | 3.2% | 3.1% |
|
COCA-COLA CO/THE | 3.3% | 2.9% | 2.9% |
|
WELLS FARGO & CO | 3.5% | 2.7% | 2.7% |
PWV Overweight Relative to MDLV
|
MORGAN STANLEY | 3.7% |
|
GOLDMAN SACHS GROUP INC | 3.6% |
|
BANK OF AMERICA CORP | 3.6% |
|
UNITEDHEALTH GROUP INC | 3.5% |
|
JPMORGAN CHASE & CO | 3.5% |
|
ABBVIE INC | 3.4% |
|
CARDINAL HEALTH INC | 1.6% |
|
CVS CAREMARK CORP | 1.5% |
|
CAPITAL ONE FINANCIAL CORP | 1.5% |
|
DELTA AIR LINES INC | 1.5% |
PWV Underweight Relative to MDLV
|
STATE STREET SPDR BLOOMBERG 1-3 MONT | -4.9% |
|
ENTERGY CORP | -3.7% |
|
CISCO SYSTEMS INC | -3.6% |
|
CUMMINS INC | -3.4% |
 |
PEMBINA PIPELINE CORP | -3.3% |
|
WEC ENERGY GROUP INC | -3.2% |
|
AT&T INC | -3.2% |
|
LOCKHEED MARTIN CORP | -2.9% |
|
ONEOK INC | -2.9% |
|
PHILIP MORRIS INTERNATIONAL | -2.6% |