Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
HEJD vs CDL
Shared holdings
48
HEJD covered by CDL
32.92%
CDL covered by HEJD
32.92%
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.
HEJD (Dec. 31, 2025)
| Security | Weight | |
|---|---|---|
| MERCK & CO | 2.14% | |
| PEPSICO INC | 1.96% | |
| VERIZON COMMUNICATIONS INC | 1.74% | |
| ALTRIA GROUP INC | 1.68% | |
| ONEMAIN HOLDINGS INC | 1.66% | |
| GENERAL MILLS INC | 1.62% | |
| EVERGY INC | 1.55% | |
| PINNACLE WEST CAPITAL CORP | 1.54% | |
| AMCOR PLC | 1.54% | |
| FLOWERS FOODS INC | 1.50% | |
| KINDER MORGAN INC | 1.46% | |
| RUSSELL 2000 MINI INDEX FUTURE MAR26 | 1.44% | |
| AT&T INC | 1.43% | |
| ANTERO MIDSTREAM CORP | 1.39% | |
| REYNOLDS CONSUMER PRODUCTS INC | 1.37% | |
| EVERSOURCE ENERGY | 1.27% | |
| CLEARWAY ENERGY INC CL C | 1.26% | |
| OGE ENERGY CORP | 1.25% | |
| EXELON CORP | 1.24% | |
| T ROWE PRICE GRP | 1.21% | |
| DUKE ENERGY CORP NEW | 1.20% | |
| TRAVEL+LEISURE CO | 1.11% | |
| SONOCO PRODUCTS CO | 1.10% | |
| ARCHER DANIELS MIDLAND CO | 1.09% | |
| DTE ENERGY CO | 1.08% | |
| PHILIP MORRIS INTL INC | 1.07% | |
| APA CORP | 1.06% | |
| HUNTINGTON BANCSHARES INC | 1.05% | |
| NORTHERN TRUST CORP | 1.04% | |
| UGI CORP NEW | 1.04% | |
| CITIZENS FINANCIAL GROUP INC | 1.04% | |
| AMERICAN ELECTRIC POWER CO INC | 1.03% | |
| FIRST HORIZON CORP | 0.95% | |
| FIRST HAWAIIAN INC | 0.94% | |
| HELMERICH & PAYN | 0.94% | |
| BRUNSWICK CORP | 0.93% | |
| CVS HEALTH CORP | 0.93% | |
| MSC INDUSTRIAL DIRECT CO CL A | 0.89% | |
| NORDIC AMERICAN TANKERS LTD COMMON STOCK USD.01 | 0.88% | |
| TARGET CORP | 0.88% | |
| AMERICAN FINL GROUP INC OHIO | 0.86% | |
| CONSOLIDATED EDISON INC | 0.86% | |
| NEXSTAR MEDIA GROUP INC | 0.86% | |
| VITESSE ENERGY INC | 0.85% | |
| EASTMAN CHEMICAL CO | 0.81% | |
| MEDTRONIC PLC | 0.81% | |
| CONAGRA BRANDS INC | 0.78% | |
| REGIONS FINANCIAL CORP | 0.74% | |
| NOBLE CORP PLC | 0.74% | |
| PFIZER INC | 0.74% |
CDL (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FIRSTENERGY CORP | 1.79% | |
| DUKE ENERGY CORP NEW | 1.77% | |
| WEC ENERGY GROUP INC | 1.75% | |
| ALLIANT ENERGY CORPORATION | 1.66% | |
| CMS ENERGY CORP | 1.66% | |
| EVERGY INC | 1.64% | |
| DTE ENERGY CO | 1.62% | |
| SOUTHERN CO | 1.57% | |
| CONSOLIDATED EDISON INC | 1.50% | |
| PPL CORPORATION | 1.46% | |
| COCA-COLA CO/THE | 1.45% | |
| AMERICAN ELECTRIC POWER CO INC | 1.38% | |
| EXELON CORP | 1.37% | |
| CHEVRON CORP | 1.34% | |
| XCEL ENERGY INC | 1.31% | |
| DOMINION ENERGY INC | 1.29% | |
| PUB SERV ENTERP | 1.27% | |
| PROCTER & GAMBLE | 1.27% | |
| C N A FINANCIAL CORP | 1.25% | |
| KINDER MORGAN INC | 1.24% | |
| EXXON MOBIL CORP | 1.23% | |
| AT&T INC | 1.22% | |
| MEDTRONIC PLC | 1.17% | |
| EOG RESOURCES INC | 1.17% | |
| AUTOMATIC DATA PROCESSING INC | 1.11% | |
| TYSON FOODS INC CL A | 1.11% | |
| PNC FINANCIAL SERVICES GRP INC | 1.10% | |
| PRUDENTL FINL | 1.08% | |
| ALTRIA GROUP INC | 1.08% | |
| ONEOK INC | 1.07% | |
| M&T BANK CORP | 1.06% | |
| PRINCIPAL FINL GROUP INC | 1.05% | |
| PHILLIPS 66 | 1.04% | |
| MONDELEZ INTL INC | 1.04% | |
| US BANCORP DEL | 1.03% | |
| VERIZON COMMUNICATIONS INC | 1.03% | |
| WILLIAMS COS INC | 1.03% | |
| METLIFE INC | 1.02% | |
| CONOCOPHILLIPS | 1.02% | |
| TRUIST FINL CORP | 1.01% | |
| PEPSICO INC | 1.00% | |
| EVEREST RE GROUP | 0.99% | |
| ARCHER DANIELS MIDLAND CO | 0.98% | |
| PFIZER INC | 0.97% | |
| HOME DEPOT INC | 0.97% | |
| PAYCHEX INC | 0.96% | |
| STATE STREET CORP | 0.96% | |
| COMCAST CORP CL A | 0.96% | |
| PROGRESSIVE CORP OHIO | 0.96% | |
| KEYCORP | 0.95% |
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