SPDV vs PHDG overlap
SPDV and PHDG overlap 3.6% by weight, across 50 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPDV | PHDG | Overlap |
|---|---|---|---|
| Amgen Inc.AMGN | 2.01% | 0.26% | 0.26% |
| Verizon CommunicVZ | 2.13% | 0.24% | 0.24% |
| Nextera EnergyNEE | 1.85% | 0.23% | 0.23% |
| At&T Inc.T | 1.77% | 0.20% | 0.20% |
| Qualcomm Inc.QCOM | 1.69% | 0.19% | 0.19% |
| Pfizer Inc.PFE | 1.73% | 0.18% | 0.18% |
| Bristol-MYER SQBBMY | 2.14% | 0.17% | 0.17% |
| CVS Health Corp.CVS | 2.29% | 0.17% | 0.17% |
| LOWE'S COS Inc.LOW | 1.34% | 0.14% | 0.14% |
| Altria Group Inc.MO | 2.00% | 0.14% | 0.14% |
| Accenture PLC-aACN | 1.06% | 0.13% | 0.13% |
| US BancorpUSB | 2.03% | 0.12% | 0.12% |
| Comcast Corp.-aCMCSA | 1.48% | 0.11% | 0.11% |
| EOG ResourcesEOG | 2.46% | 0.10% | 0.10% |
| United Parcel-BUPS | 1.72% | 0.10% | 0.10% |
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: SPDV, SEC Form N-PORT, July 31, 2026; PHDG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPDV | PHDG |
|---|---|---|
| Osaic Holdings, Inc. | $14.1M | $267K |
| LPL Financial LLC | $7.9M | $3.4M |
| Morgan Stanley | $252K | $1.3M |
| Ameritas Advisory Services, LLC | $1.3M | $217K |
| Stratos Wealth Partners, LTD. | $275K | $530K |
| Envestnet Asset Management Inc. | $431K | $232K |
| Geneos Wealth Management Inc. | $35K | $5K |
| Harbour Investments, Inc. | $16K | $4K |
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: SPDV institutional holders, PHDG institutional holders.
Frequently asked questions
How much do SPDV and PHDG overlap?
3.6% by weight, with 50 holdings in common, using holdings for SPDV as of July 31, 2026 and PHDG as of July 31, 2026. The largest shared position is AMGN.
Do institutions hold both SPDV and PHDG?
8 Form 13F filers report positions in both, out of 68 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%.