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DAEIX vs HDV

Shared holdings
21
DAEIX covered by HDV
33.27%
HDV covered by DAEIX
33.27%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DAEIX (March 31, 2026)

SecurityWeight
CHEVRON CORP3.92%
PEPSICO INC3.57%
AMGEN INC3.37%
EOG RESOURCES INC3.26%
JOHNSON&JOHNSON3.14%
ILLINOIS TOOL WORKS INC2.93%
VERIZON COMMUNICATIONS INC2.73%
XCEL ENERGY INC2.63%
PRINCIPAL FINL GROUP INC2.48%
ALTRIA GROUP INC2.38%
WEC ENERGY GROUP INC2.36%
JPMORGAN CHASE and CO2.35%
LAMAR ADVERTISING CO CL A2.31%
PNC FINANCIAL SERVICES GRP INC2.26%
AMERICAN ELECTRIC POWER CO INC2.25%
ESSEX PROPERTY TRUST INC2.20%
PROCTER & GAMBLE2.17%
HERSHEY CO/THE2.13%
US ULTRA BOND CBT Sep252.09%
DIGITAL REALTY TRUST INC2.07%
DUKE ENERGY CORP NEW2.07%
ALLIANT ENERGY CORPORATION2.03%
PAYCHEX INC2.02%
UNION PACIFIC CORP1.94%
CFD_EQS GOLDUS33 22569081.90%
HOME DEPOT INC1.79%
LOCKHEED MARTIN CORP1.79%
AIR PRODUCTS and CHEMICALS INC1.76%
T ROWE PRICE GRP1.76%
CISCO SYSTEMS INC1.74%
MERCK & CO1.70%
OMNICOM GROUP INC1.68%
TEXAS INSTRUMENTS INC1.68%
PRUDENTL FINL1.65%
SONOCO PRODUCTS CO1.64%
PPG INDUSTRIES INC1.61%
MONDELEZ INTL INC1.54%
SYSCO CORP1.51%
TRUIST FINL CORP1.51%
NEXTERA ENERGY INC1.48%
FASTENAL CO1.38%
MARSH & MCLENNAN1.37%
PFIZER INC1.34%
KINDER MORGAN INC1.30%
AMERICAN TOWER CORP1.28%
COMCAST CORP CL A1.25%
BRISTOL-MYERS SQUIBB CO1.23%
BLACKROCK INC1.23%
PUBLIC STORAGE1.21%
LKQ CORP0.99%

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%

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