PHDG vs DIVL overlap
PHDG and DIVL overlap 9.3% by weight, across 36 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PHDG | DIVL | Overlap |
|---|---|---|---|
| JPMorgan ChaseJPM | 1.17% | 2.22% | 1.17% |
| Exxon Mobil Corp.XOM | 0.80% | 4.42% | 0.80% |
| Johnson&JohnsonJNJ | 0.77% | 5.49% | 0.77% |
| Abbvie Inc.ABBV | 0.55% | 3.68% | 0.55% |
| Bank of AmericaBAC | 0.50% | 2.80% | 0.50% |
| Chevron Corp.CVX | 0.46% | 4.24% | 0.46% |
| Coca-Cola Co/theKO | 0.42% | 2.82% | 0.42% |
| Procter & GamblePG | 0.42% | 3.44% | 0.42% |
| Home Depot Inc.HD | 0.41% | 3.06% | 0.41% |
| Morgan StanleyMS | 0.31% | 1.99% | 0.31% |
| Texas InstrumentTXN | 0.31% | 4.33% | 0.31% |
| Amgen Inc.AMGN | 0.26% | 2.51% | 0.26% |
| McDonalds Corp.MCD | 0.24% | 2.23% | 0.24% |
| Nextera EnergyNEE | 0.23% | 4.13% | 0.23% |
| Analog DevicesADI | 0.22% | 3.47% | 0.22% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PHDG, SEC Form N-PORT, July 31, 2026; DIVL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PHDG | DIVL |
|---|---|---|
| UBS Group AG | $175K | $16K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: PHDG institutional holders, DIVL institutional holders.
Frequently asked questions
How much do PHDG and DIVL overlap?
9.3% by weight, with 36 holdings in common, using holdings for PHDG as of July 31, 2026 and DIVL as of June 30, 2026. The largest shared position is JPM.
Do institutions hold both PHDG and DIVL?
1 Form 13F filers report positions in both, out of 38 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.