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

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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% 4.2% 1.3%
CHEVRON CORP 1.2% 3.9% 1.2%
ABBVIE INC 1.2% 3.6% 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
COCA-COLA CO/THE -4.5%
LOCKHEED MARTIN CORP -4.3%
CONOCOPHILLIPS -4.2%
HOME DEPOT INC -4.0%
MERCK & CO. INC. -3.7%
BRISTOL-MYERS SQUIBB CO -3.7%
VERIZON COMMUNICATIONS INC -3.3%
TEXAS INSTRUMENTS INC -3.3%
AMGEN INC -3.1%
PEPSICO INC -2.9%
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