COWZ vs DVY overlap - what they share and where they differ

COWZ and DVY share 18.5% of their weight across 15 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

COWZ and DVY

18.5%

15 shared positions

COWZ

Pacer US Cash Cows 100 ETF

Reported positions cover 100% of the fund, 100 positions · Apr 30, 2026

Top 10: 21.1%·Holdings of COWZ

DVY

iShares Select Dividend ETF

Reported positions cover 100% of the fund, 100 positions · Apr 30, 2026

Top 10: 18.2%·Holdings of DVY

Reported positions cover COWZ 100%, DVY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

DVY vs COWZ side by side

COWZPacer US Cash Cows 100 ETF

100

stock positions reported to the SEC

76.6% of its weight is in 85 names DVY does not hold

DVYiShares Select Dividend ETF

100

stock positions reported to the SEC

78.6% of its weight is in 85 names COWZ does not hold

Where each fund's weight sits

COWZ
DVY
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Utilities
0.0%
23.2%
Technology
22.3%
0.0%
Financial Services
0.0%
20.4%
Consumer Cyclical
16.5%
13.9%
Energy
15.2%
0.0%
Healthcare
15.2%
0.0%

The widest gap is Utilities: DVY has 23.2 points more of it.

The figures side by side

COWZDVY
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported100100
Weight of the ten largest21.1%18.2%
Largest positionQCOM 2.7%MO 2.3%
Held alone85 positions, 76.6%85 positions, 78.6%
Covered by stock positions100%100%

Holdings they share

StockIn COWZIn DVYCounted
MOAltria Group Inc2.20%2.29%2.20%
PFEPfizer Inc1.99%2.22%1.99%
VZVerizon Communications Inc1.90%1.85%1.85%
FFord Motor Co2.01%1.38%1.38%
CVSCVS Health Corp2.16%1.23%1.23%
EOGEOG Resources Inc1.23%1.25%1.23%
TAT&T Inc1.84%1.23%1.23%
CMCSAComcast Corp1.71%1.22%1.22%
ADMArcher-Daniels-Midland Co1.55%1.17%1.17%
TGTTarget Corp1.07%1.45%1.07%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in COWZ

QCOMQUALCOMM Inc2.67%
COPConocoPhillips2.17%
BMYBristol-Myers Squibb Co2.03%
UBERUber Technologies Inc2.00%
FANGDiamondback Energy Inc1.98%
NEMNewmont Corp1.93%
BKNGBooking Holdings Inc1.87%
SLBSLB Ltd1.83%
MCKMcKesson Corp1.79%
MPCMarathon Petroleum Corp1.78%

Only in DVY

TROWT. ROWE PRICE GROUP INC2.02%
PRUPRUDENTIAL FINANCIAL INC1.84%
OKEONEOK INC1.83%
EIXEDISON INTERNATIONAL1.53%
LYBLYONDELLBASELL INDUSTRIES NV1.53%
KMBKIMBERLY CLARK CORP1.51%
DDOMINION ENERGY INC1.43%
TFCTRUIST FINANCIAL CORP1.43%
CVXCHEVRON CORP1.38%
EVERSOURCE ENERGY1.38%

Questions people ask

Is COWZ the same as DVY?

18.5% of their weight sits in the same 15 holdings. COWZ also reports QCOM, COP, BMY, which the other does not. DVY also reports TROW, PRU, OKE, which the other does not.

How is the overlap between COWZ and DVY measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of COWZ and 100% of DVY, so the number cannot exceed the smaller coverage.

Which holds more, DVY or COWZ?

COWZ reports 100 stock positions and DVY reports 100. 76.6% of COWZ's weight sits in names DVY does not hold, and 78.6% of DVY's weight in names COWZ does not hold. The ten largest positions are 21.1% of COWZ and 18.2% of DVY.

How do COWZ and DVY differ by sector?

The widest gap is Utilities: DVY has 23.2 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.