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 CDL's 102 holdings also in SCHD
28.3%
% of SCHD's 103 holdings also in CDL
Overlap by Weight
Sector Drift (CDL minus SCHD)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CDL |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
CISCO SYSTEMS INC | 1.5% | 3.9% | 1.5% |
|
PAYCHEX INC | 1.4% | 2.0% | 1.4% |
|
ALTRIA GROUP INC | 1.3% | 4.3% | 1.3% |
|
CHEVRON CORP | 1.2% | 3.9% | 1.2% |
|
ABBVIE INC | 1.2% | 4.0% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
CDL 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% |
|
PPL CORPORATION | 1.5% |
|
WILLIAMS COS INC | 1.5% |
|
DUKE ENERGY CORP | 1.4% |
|
JOHNSON & JOHNSON | 1.4% |
CDL Underweight Relative to SCHD
|
CONOCOPHILLIPS | -4.4% |
|
COCA-COLA CO/THE | -4.3% |
|
LOCKHEED MARTIN CORP | -4.2% |
|
HOME DEPOT INC | -4.0% |
|
MERCK & CO. INC. | -3.8% |
|
BRISTOL-MYERS SQUIBB CO | -3.6% |
|
TEXAS INSTRUMENTS INC | -3.6% |
|
VERIZON COMMUNICATIONS INC | -3.2% |
|
ALTRIA GROUP INC | -3.0% |
|
AMGEN INC | -2.9% |