Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

CDGCX vs HDV

Shared holdings
13
CDGCX covered by HDV
27.63%
HDV covered by CDGCX
27.63%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CDGCX (March 31, 2026)

SecurityWeight
MICROSOFT CORP5.93%
AMERICAN EXPRESS CO5.26%
JOHNSON CONTROLS4.97%
AstraZeneca PLC ORD USD0.254.33%
ABBVIE INC4.01%
PHILIP MORRIS INTL INC3.99%
TE CONNECTIVITY3.67%
JOHNSON&JOHNSON3.49%
COCA-COLA CO/THE3.45%
MONEY MARKET FUND3.14%
MEDTRONIC PLC3.04%
BLACKROCK INC2.87%
TEXAS INSTRUMENTS INC2.85%
RTX CORP2.71%
VISA INC-CLASS A2.68%
HOME DEPOT INC2.55%
SCHWAB CHARLES CORP2.48%
S&P GLOBAL INC2.46%
WEC ENERGY GROUP INC2.44%
WILLIS TOWERS WA2.42%
QUEST DIAGNOSTICS INC2.41%
CSX CORP2.16%
UNITED PARCEL SERVICE INC CL B2.07%
PROCTER & GAMBLE2.00%
OMNICOM GROUP INC1.96%
ACCENTURE PLC-A1.88%
PNC FINANCIAL SERVICES GRP INC1.83%
HONEYWELL INTL INC1.77%
GENUINE PARTS CO1.75%
MARSH & MCLENNAN1.72%
INTERCONTINENTAL EXCHANGE INC1.71%
MONDELEZ INTL INC1.60%
CFD_EQS GOLDUS33 22569081.55%
ROSS STORES INC1.52%
AMERICAN ELECTRIC POWER CO INC1.31%
SAP SE1.20%
PAYCHEX INC1.13%
JPMORGAN CHASE and CO1.03%
STRYKER CORP0.63%

HDV (Jan. 31, 2026)

SecurityWeight
EXXON MOBIL CORP10.27%
CHEVRON CORP7.37%
JOHNSON&JOHNSON6.85%
ABBVIE INC5.62%
PHILIP MORRIS INTL INC5.37%
PROCTER & GAMBLE5.26%
HOME DEPOT INC4.75%
COCA-COLA CO/THE4.12%
PEPSICO INC3.99%
ALTRIA GROUP INC3.69%
CISCO SYSTEMS INC3.11%
TEXAS INSTRUMENTS INC2.98%
CONOCOPHILLIPS2.26%
GILEAD SCIENCES INC2.24%
MEDTRONIC PLC1.80%
BLACKSTONE INC1.74%
DUKE ENERGY CORP NEW1.69%
SOUTHERN CO1.65%
UNION PACIFIC CORP1.59%
STARBUCKS CORP1.51%
PNC FINANCIAL SERVICES GRP INC1.47%
MONDELEZ INTL INC1.34%
WILLIAMS COS INC1.28%
KINDER MORGAN INC1.25%
EOG RESOURCES INC1.09%
SLB LTD1.04%
AMERICAN ELECTRIC POWER CO INC0.98%
COLGATE-PALMOLIVE CO0.97%
AIR PRODUCTS and CHEMICALS INC0.89%
KIMBERLY CLARK CORP0.80%
GENERAL MILLS INC0.64%
PAYCHEX INC0.62%
SYSCO CORP0.58%
WEC ENERGY GROUP INC0.57%
T ROWE PRICE GRP0.55%
M&T BANK CORP0.51%
DTE ENERGY CO0.45%
ARES MANAGEMENT CORP CL A0.40%
PPL CORPORATION0.40%
AMEREN CORP0.39%
DARDEN RESTAURANTS INC0.38%
COTERRA ENERGY INC0.35%
CLOROX CO0.33%
EVERGY INC0.32%
CMS ENERGY CORP0.32%
GENUINE PARTS CO0.30%
CENTERPOINT ENERGY INC0.29%
NISOURCE INC0.27%
ALLIANT ENERGY CORPORATION0.26%
SNAP-ON INCORPORATED0.25%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.