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