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