Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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106
Number of overlapping holdings
45.1%
% of SCHG's 250 holdings also in IVW
46.7%
% of IVW's 228 holdings also in SCHG
Overlap by Weight
Sector Drift (SCHG minus IVW)
Overlapping Holdings
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| Company | Weight in SCHG |
Weight in IVW |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 12.3% | 12.8% | 12.3% |
|
APPLE INC | 10.6% | 11.0% | 10.6% |
|
NVIDIA CORP | 8.9% | 9.2% | 8.9% |
|
AMAZON.COM INC | 6.8% | 7.1% | 6.8% |
|
META PLATFORMS INC | 4.2% | 4.3% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
SCHG Overweight Relative to IVW
|
UNITEDHEALTH GROUP INC | 1.2% |
|
COSTCO WHOLESALE CORP | 0.8% |
|
DANAHER CORP | 0.7% |
|
VISA INC. CLASS A | 0.6% |
|
THERMO FISHER SCIENTIFIC INC | 0.6% |
|
ELEVANCE HEALTH INC | 0.5% |
|
BLACKROCK INC | 0.4% |
|
CIGNA CORPORATION | 0.4% |
|
GENERAL ELECTRIC COMPANY | 0.4% |
|
MASTERCARD INCORPORATED CLASS A | 0.4% |
SCHG Underweight Relative to IVW
|
ORACLE CORP | -0.8% |
|
APPLIED MATERIALS INC | -0.7% |
|
PROCTER & GAMBLE CO/THE | -0.6% |
|
UBER TECHNOLOGIES, INC. | -0.6% |
|
MERCK & CO. INC. | -0.5% |
|
HOME DEPOT INC | -0.5% |
|
MICROSOFT CORP | -0.5% |
 |
LINDE PLC | -0.5% |
|
QUALCOMM INC | -0.4% |
|
ABBVIE INC | -0.4% |