Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
35.1%
% of HDV's 75 holdings also in SCHD
26.3%
% of SCHD's 104 holdings also in HDV
Overlap by Weight
Sector Drift (HDV minus SCHD)
Overlapping Holdings
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Company | Weight in HDV |
Weight in SCHD |
Overlap | |
---|---|---|---|---|
CHEVRON CORP | 6.7% | 4.2% | 4.2% | |
VERIZON COMMUNICATIONS INC | 5.8% | 4.0% | 4.0% | |
PEPSICO INC | 3.8% | 4.2% | 3.8% | |
COCA-COLA CO/THE | 3.7% | 4.0% | 3.7% | |
ABBVIE INC | 5.2% | 3.7% | 3.7% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to SCHD
EXXON MOBIL CORP | 8.7% | |
JOHNSON & JOHNSON | 5.5% | |
PHILIP MORRIS INTERNATIONAL | 4.3% | |
MERCK & CO. INC. | 4.1% | |
INTL BUSINESS MACHINES CORP | 2.9% | |
WELLS FARGO & CO | 2.7% | |
CHEVRON CORP | 2.5% | |
COMCAST CORP-CL A | 2.3% | |
CONOCOPHILLIPS | 2.2% | |
VERIZON COMMUNICATIONS INC | 1.8% |
HDV Underweight Relative to SCHD
AMGEN INC | -3.9% | |
UNITED PARCEL SERVICE-CL B | -3.9% | |
PFIZER INC | -3.8% | |
BRISTOL-MYERS SQUIBB CO | -3.8% | |
BLACKROCK INC | -3.7% | |
HOME DEPOT INC | -3.5% | |
LOCKHEED MARTIN CORP | -2.8% | |
US BANCORP | -2.7% | |
VALERO ENERGY CORP | -2.4% | |
EOG RESOURCES, INC. | -2.1% |