Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

28

Number of overlapping holdings

28.0%

% of CDC's 103 holdings also in SCHD

28.3%

% of SCHD's 103 holdings also in CDC

Overlap by Weight
Sector Drift (CDC minus SCHD)
Overlapping Holdings

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Company Weight
in CDC
Weight
in SCHD
Overlap
CISCO SYSTEMS INC 1.5% 4.1% 1.5%
PAYCHEX INC 1.4% 2.0% 1.4%
ALTRIA GROUP INC 1.3% 4.2% 1.3%
ABBVIE INC 1.2% 3.7% 1.2%
CHEVRON CORP 1.2% 4.0% 1.2%

Position Highlights (Non-Overlapping Exposures)
CDC Overweight Relative to SCHD
PHILIP MORRIS INTERNATIONAL 1.6%
ENTERGY CORP 1.6%
KINDER MORGAN INC 1.6%
NISOURCE INC 1.5%
AT&T INC 1.5%
CME GROUP INC 1.5%
WILLIAMS COS INC 1.5%
PPL CORPORATION 1.4%
DUKE ENERGY CORP 1.4%
JOHNSON & JOHNSON 1.4%
CDC Underweight Relative to SCHD
CONOCOPHILLIPS -4.5%
LOCKHEED MARTIN CORP -4.2%
COCA-COLA CO/THE -4.2%
TEXAS INSTRUMENTS INC -4.1%
HOME DEPOT INC -3.8%
MERCK & CO. INC. -3.6%
BRISTOL-MYERS SQUIBB CO -3.4%
AMGEN INC -3.0%
VERIZON COMMUNICATIONS INC -3.0%
ALTRIA GROUP INC -2.9%
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