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   

29

Number of overlapping holdings

38.7%

% of HDV's 75 holdings also in SCHD

29.0%

% 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
VERIZON COMMUNICATIONS INC 7.0% 4.5% 4.5%
COCA-COLA CO/THE 4.1% 4.1% 4.1%
PEPSICO INC 3.9% 3.9% 3.9%
ABBVIE INC 5.8% 3.9% 3.9%
CHEVRON CORP 5.4% 3.5% 3.5%

Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to SCHD
EXXON MOBIL CORP 7.8%
JOHNSON & JOHNSON 6.4%
INTL BUSINESS MACHINES CORP 3.7%
WELLS FARGO & CO 3.2%
COMCAST CORP-CL A 2.7%
VERIZON COMMUNICATIONS INC 2.5%
BRISTOL-MYERS SQUIBB CO 2.3%
GILEAD SCIENCES INC 2.2%
MEDTRONIC PLC 2.1%
NEXTERA ENERGY GROUP 1.9%
HDV Underweight Relative to SCHD
BROADCOM INC. -4.5%
AMGEN INC -4.3%
MERCK & CO. INC. -3.9%
HOME DEPOT INC -3.9%
PFIZER INC -3.6%
LOCKHEED MARTIN CORP -3.4%
AUTOMATIC DATA PROCESSING -3.2%
ILLINOIS TOOL WORKS -2.2%
BLACKROCK INC -1.8%
3M CO -1.7%
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