Compare fund portfolios

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

vs

DIVP vs DAEIX

Shared holdings
13
DIVP covered by DAEIX
24.19%
DAEIX covered by DIVP
24.19%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DIVP (March 31, 2026)

SecurityWeight
MERCK & CO4.74%
CONOCOPHILLIPS4.50%
EOG RESOURCES INC4.24%
CISCO SYSTEMS INC3.89%
EXXON MOBIL CORP3.84%
BRISTOL-MYERS SQUIBB CO3.84%
MEDTRONIC PLC3.67%
PPL CORPORATION3.55%
COMCAST CORP CL A3.53%
DUKE ENERGY CORP NEW3.33%
CITIGROUP INC3.19%
VICI PROPERTIES3.17%
TRUIST FINL CORP3.14%
ALTRIA GROUP INC2.92%
HEALTHPEAK PROPERTIES INC2.89%
BCE INC2.87%
GENUINE PARTS CO2.85%
SYSCO CORP2.85%
KEURIG DR PEPPER INC2.76%
UNITEDHEALTH GRP2.72%
BECTON DICKINSON AND CO COMMON STOCK2.69%
INTL BUS MACH CORP2.62%
HONEYWELL INTL INC2.60%
BANK OF AMERICA CORP COMMON STOCK2.58%
FIRST HORIZON CORP2.57%
UNITED PARCEL SERVICE INC CL B2.55%
PPG INDUSTRIES INC2.40%
AMERICAN INTERNATIONAL GROUP COMMON STOCK2.32%
VERIZON COMMUNICATIONS INC2.06%
UNION PACIFIC CORP2.03%
GENERAL DYNAMICS CORPORATION1.96%
PNC FINANCIAL SERVICES GRP INC1.94%
SMURFIT WESTROCK1.68%
QUALCOMM INC1.48%

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%

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