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   

467

Number of overlapping holdings

57.0%

% of IWD's 870 holdings also in SCHV

93.2%

% of SCHV's 529 holdings also in IWD

Overlap by Weight
Sector Drift (IWD minus SCHV)
Overlapping Holdings

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Company Weight
in IWD
Weight
in SCHV
Overlap
BERKSHIRE HATHAWAY INC-CL B 4.1% 4.2% 4.1%
JPMORGAN CHASE & CO 2.8% 2.9% 2.8%
EXXON MOBIL CORP 2.0% 2.1% 2.0%
WAL-MART STORES INC 1.7% 1.8% 1.7%
JOHNSON & JOHNSON 1.6% 1.7% 1.6%

Position Highlights (Non-Overlapping Exposures)
IWD Overweight Relative to SCHV
UNITEDHEALTH GROUP INC 1.7%
LINDE PLC 0.9%
ACCENTURE PLC-CL A 0.8%
THERMO FISHER SCIENTIFIC INC 0.7%
GE AEROSPACE 0.7%
S&P GLOBAL, INC. 0.6%
BLACKROCK INC 0.6%
T-MOBILE US, INC. 0.5%
DANAHER CORP 0.5%
GE VERONA 0.4%
IWD Underweight Relative to SCHV
HOME DEPOT INC -1.3%
ORACLE CORP -0.9%
MERCK & CO. INC. -0.9%
COCA-COLA CO/THE -0.7%
PEPSICO INC -0.7%
QUALCOMM INC -0.6%
ABBVIE INC -0.6%
AMGEN INC -0.5%
AUTOMATIC DATA PROCESSING -0.5%
AMERICAN TOWER CORP-CL A -0.5%
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