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
OVERLAP
37%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
FDV
50
HOLDINGS
43%
ALSO IN SCHD
SCHD
103
HOLDINGS
21%
ALSO IN FDV
SECTOR DRIFT (FDV 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 FDV |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 4.0% | 4.1% | 4.0% |
|
AMGEN INC | 4.0% | 3.9% | 3.9% |
|
CHEVRON CORP | 3.2% | 4.4% | 3.2% |
|
BRISTOL-MYERS SQUIBB CO | 3.0% | 3.7% | 3.0% |
|
VERIZON COMMUNICATIONS INC | 2.8% | 3.9% | 2.8% |
FDV Overweight Relative to SCHD
|
GILEAD SCIENCES INC | 3.1% |
|
DUKE ENERGY CORP | 2.8% |
|
PNC FINANCIAL SERVICES GROUP | 2.8% |
|
JOHNSON & JOHNSON | 2.7% |
|
EVERGY, INC. | 2.6% |
|
PHILIP MORRIS INTERNATIONAL | 2.6% |
|
MORGAN STANLEY | 2.5% |
|
PROLOGIS INC | 2.4% |
|
PFIZER INC | 2.4% |
|
SOUTHERN CO | 2.4% |
FDV Underweight Relative to SCHD
|
CONOCOPHILLIPS | -4.2% |
|
ALTRIA GROUP INC | -4.2% |
|
HOME DEPOT INC | -4.1% |
|
MERCK & CO. INC. | -4.0% |
|
LOCKHEED MARTIN CORP | -3.4% |
|
TEXAS INSTRUMENTS INC | -2.5% |
|
FASTENAL CO | -2.2% |
|
CISCO SYSTEMS INC | -2.1% |
|
PEPSICO INC | -2.0% |
|
ONEOK INC | -1.9% |