Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
DVIPX vs CHDEX
Shared holdings
16
DVIPX covered by CHDEX
31.66%
CHDEX covered by DVIPX
31.66%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 44 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
DVIPX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FIRST AM-TR OB-X | 4.97% | |
| NEXTERA ENERGY INC | 4.00% | |
| JOHNSON&JOHNSON | 3.53% | |
| CHEVRON CORP | 3.21% | |
| ANHEUSER-BUSCH INBEV SPN ADR | 3.09% | |
| AMERICAN TOWER CORP | 3.06% | |
| BERKSHIRE HATH-B | 3.02% | |
| TE CONNECTIVITY | 2.99% | |
| COMCAST CORP CL A | 2.91% | |
| WATSCO INC | 2.84% | |
| L3HARRIS TECHNOLOGIES INC | 2.63% | |
| NORFOLK SOUTHERN CORP | 2.58% | |
| SLB LTD | 2.38% | |
| JOHNSON CONTROLS | 2.36% | |
| BECTON DICKINSON and CO | 2.35% | |
| EASTMAN CHEMICAL CO | 2.31% | |
| MARSH & MCLENNAN | 2.29% | |
| FAIRFAX FINL HLDGS LTD SUB VTG | 2.24% | |
| ENBRIDGE INC | 2.22% | |
| BROOKFIELD ASSET MANAGEMENT LTD A | 2.21% | |
| EXXON MOBIL CORP | 2.19% | |
| BROOKFIELD CORP CL A | 2.18% | |
| MARKEL GROUP INC | 2.16% | |
| MEDTRONIC PLC | 2.16% | |
| JPMORGAN CHASE and CO | 2.16% | |
| SANOFI SPON ADR | 2.16% | |
| CITIGROUP INC | 2.10% | |
| ELEVANCE HEALTH INC | 2.09% | |
| MCDONALDS CORP | 2.09% | |
| LAMAR ADVERTISING CO CL A | 2.08% | |
| CISCO SYSTEMS INC | 2.03% | |
| LOWES COS INC | 1.75% | |
| UNITED PARCEL SERVICE INC CL B | 1.71% | |
| UNITEDHEALTH GRP | 1.65% | |
| WELLS FARGO & CO | 1.59% | |
| UNION PACIFIC CORP | 1.57% | |
| ACCENTURE PLC-A | 1.56% | |
| WEYERHAEUSER CO | 1.54% | |
| PEPSICO INC | 1.49% | |
| TEXAS INSTRUMENTS INC | 1.49% | |
| PHILIP MORRIS INTL INC | 1.45% | |
| FIDELITY NATIONAL FINL INC | 1.23% | |
| GENUINE PARTS CO | 1.19% | |
| AVERY DENNISON CORP | 1.18% |
CHDEX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JOHNSON&JOHNSON | 4.16% | |
| NEXTERA ENERGY INC | 3.45% | |
| RTX CORP | 3.42% | |
| CITIGROUP INC | 3.30% | |
| CISCO SYSTEMS INC | 3.26% | |
| Novartis AG | 3.23% | |
| TRAVELERS COS IN | 3.16% | |
| MORGAN STANLEY | 3.13% | |
| CONOCOPHILLIPS | 3.12% | |
| CHUBB LTD | 3.08% | |
| GENERAL DYNAMICS CORPORATION | 2.99% | |
| BANK OF AMERICA CORPORATION | 2.92% | |
| DUKE ENERGY CORP NEW | 2.91% | |
| AT&T INC | 2.88% | |
| JOHNSON CONTROLS | 2.86% | |
| JPMORGAN CHASE and CO | 2.85% | |
| EXXON MOBIL CORP | 2.80% | |
| SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT | 2.75% | |
| MERCK & CO | 2.73% | |
| PHILIP MORRIS INTL INC | 2.60% | |
| CHEVRON CORP | 2.47% | |
| MEDTRONIC PLC | 2.42% | |
| LOWES COS INC | 2.31% | |
| BROADCOM INC | 2.27% | |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 2.20% | |
| ALTRIA GROUP INC | 1.86% | |
| TARGET CORP | 1.83% | |
| VICI PROPERTIES | 1.82% | |
| MICROSOFT CORP | 1.80% | |
| GENUINE PARTS CO | 1.71% | |
| TRUIST FINL CORP | 1.63% | |
| CROWN CASTLE INC | 1.49% | |
| HEALTHPEAK PROPERTIES INC | 1.43% | |
| UNITED PARCEL SERVICE INC CL B | 1.41% | |
| COMCAST CORP CL A | 1.38% | |
| PFIZER INC | 1.31% | |
| DOW INC | 1.23% | |
| RESTAURANT BRANDS INTERNATIONAL INC | 1.21% | |
| UNITEDHEALTH GRP | 1.15% | |
| BCE INC | 1.07% | |
| OMNICOM GROUP INC | 1.04% | |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 1.01% | |
| QUALCOMM INC | 0.93% | |
| BECTON DICKINSON and CO | 0.87% | |
| US ULTRA BOND CBT Sep25 | 0.51% |
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