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
34.7%
% of HDV's 75 holdings also in SCHD
26.3%
% of SCHD's 103 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 | |
|---|---|---|---|---|
 |
ABBVIE INC | 6.9% | 4.3% | 4.3% |
|
COCA-COLA CO/THE | 4.7% | 4.1% | 4.1% |
|
VERIZON COMMUNICATIONS INC | 6.8% | 4.0% | 4.0% |
|
PEPSICO INC | 4.0% | 3.6% | 3.6% |
|
ALTRIA GROUP INC | 4.0% | 3.5% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to SCHD
|
EXXON MOBIL CORP | 9.6% |
|
JOHNSON & JOHNSON | 7.3% |
|
PHILIP MORRIS INTERNATIONAL | 5.2% |
|
VERIZON COMMUNICATIONS INC | 2.8% |
|
COMCAST CORP-CL A | 2.8% |
|
CHEVRON CORP | 2.7% |
|
ABBVIE INC | 2.6% |
 |
MEDTRONIC PLC | 2.1% |
|
DUKE ENERGY CORP | 2.0% |
|
SOUTHERN CO | 2.0% |
HDV Underweight Relative to SCHD
|
HOME DEPOT INC | -4.4% |
|
BLACKROCK INC | -4.3% |
|
CISCO SYSTEMS INC | -4.2% |
|
AMGEN INC | -4.0% |
|
BRISTOL-MYERS SQUIBB CO | -3.9% |
|
PFIZER INC | -3.7% |
|
UNITED PARCEL SERVICE-CL B | -3.4% |
|
US BANCORP | -2.8% |
|
LOCKHEED MARTIN CORP | -2.7% |
|
ONEOK INC | -2.1% |