Compare fund portfolios

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

vs

DGEFX vs CDC

Shared holdings
43
DGEFX covered by CDC
27.21%
CDC covered by DGEFX
27.21%

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.

DGEFX (Feb. 28, 2026)

SecurityWeight
ISHARES CORE DIVIDEND GROWTH MUTUAL FUND13.12%
CHEVRON CORP1.98%
SANOFI1.51%
National Grid PLC ORD GBP0.124312891.50%
EXXON MOBIL CORP1.49%
Total S.A.1.43%
WELLS FARGO & CO1.35%
British American Tobacco PLC ORD GBP0.251.30%
PFIZER INC1.23%
AstraZeneca PLC ORD USD0.251.21%
JPMORGAN CHASE and CO1.16%
COCA-COLA CO/THE1.12%
ENBRIDGE INC1.11%
PHILIP MORRIS INTL INC1.11%
AGNICO EAGLE MINES LTD1.05%
US BANCORP DEL1.05%
VERIZON COMMUNICATIONS INC1.05%
CME GROUP INC CL A1.04%
MERCK & CO1.04%
PROLOGIS INC REIT1.04%
PNC FINANCIAL SERVICES GRP INC1.00%
T-MOBILE US INC0.98%
SUMITOMO MITSUI TRUST HOLDINGS INC /JPY/ 0.000000000.97%
EVERGY INC0.95%
PRUDENTIAL PLC0.95%
KIMCO REALTY CORPORATION0.94%
TC ENERGY CORP0.94%
BRIXMOR PROPERTY0.92%
ALLIANZ SE REGISTERED /EUR/ 0.000000000.90%
TRUIST FINL CORP0.90%
CFD_EQS BARCUS33 BV7DQ550.89%
FIRSTENERGY CORP0.89%
HOME DEPOT INC0.88%
MONDELEZ INTL INC0.86%
PEPSICO INC0.84%
Ferrovial SE EUR0.010.81%
Valterra Platinum Ltd.0.79%
ABBVIE INC0.79%
TEXAS INSTRUMENTS INC0.79%
AMERICAN TOWER CORP0.75%
ALLIANT ENERGY CORPORATION0.72%
WEC ENERGY GROUP INC0.71%
Mitsubishi Electric Corporation0.71%
PAYCHEX INC0.67%
SAMSUNG ELE-PREF0.67%
ABBOTT LABS0.64%
EATON CORP PLC0.64%
WALT DISNEY CO/T0.63%
BROADCOM INC0.63%
EMERSON ELECTRIC CO0.62%

CDC (March 31, 2026)

SecurityWeight
FIRSTENERGY CORP1.77%
DUKE ENERGY CORP NEW1.76%
WEC ENERGY GROUP INC1.73%
ALLIANT ENERGY CORPORATION1.65%
CMS ENERGY CORP1.65%
EVERGY INC1.63%
DTE ENERGY CO1.61%
SOUTHERN CO1.56%
CONSOLIDATED EDISON INC1.49%
PPL CORPORATION1.45%
COCA-COLA CO/THE1.44%
AMERICAN ELECTRIC POWER CO INC1.37%
EXELON CORP1.36%
CHEVRON CORP1.33%
XCEL ENERGY INC1.30%
DOMINION ENERGY INC1.29%
PUB SERV ENTERP1.26%
PROCTER & GAMBLE1.26%
C N A FINANCIAL CORP1.25%
KINDER MORGAN INC1.23%
EXXON MOBIL CORP1.22%
AT&T INC1.22%
MEDTRONIC PLC1.17%
EOG RESOURCES INC1.16%
AUTOMATIC DATA PROCESSING INC1.11%
TYSON FOODS INC CL A1.10%
PNC FINANCIAL SERVICES GRP INC1.09%
PRUDENTL FINL1.07%
ALTRIA GROUP INC1.07%
ONEOK INC1.06%
M&T BANK CORP1.06%
PRINCIPAL FINL GROUP INC1.04%
PHILLIPS 661.03%
MONDELEZ INTL INC1.03%
US BANCORP DEL1.03%
VERIZON COMMUNICATIONS INC1.03%
WILLIAMS COS INC1.02%
METLIFE INC1.01%
CONOCOPHILLIPS1.01%
TRUIST FINL CORP1.00%
PEPSICO INC0.99%
EVEREST RE GROUP0.99%
ARCHER DANIELS MIDLAND CO0.97%
PFIZER INC0.97%
HOME DEPOT INC0.96%
PAYCHEX INC0.95%
STATE STREET CORP0.95%
COMCAST CORP CL A0.95%
PROGRESSIVE CORP OHIO0.95%
KEYCORP0.94%

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