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
OVERLAP
27%
OVERLAP
BY WEIGHT
22
# OF OVERLAPPING
HOLDINGS
LVHD
118
HOLDINGS
20%
ALSO IN SCHD
SCHD
102
HOLDINGS
23%
ALSO IN LVHD
SECTOR DRIFT (LVHD minus SCHD)
OVERLAPPING HOLDINGS
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| Company | Weight in LVHD |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 2.9% | 4.3% | 2.9% |
|
COCA-COLA CO/THE | 2.9% | 4.1% | 2.9% |
|
ALTRIA GROUP INC | 2.8% | 3.1% | 2.8% |
|
PROCTER & GAMBLE CO/THE | 2.7% | 4.3% | 2.7% |
|
LOCKHEED MARTIN CORP | 2.5% | 3.0% | 2.5% |
LVHD Overweight Relative to SCHD
|
JOHNSON & JOHNSON | 2.8% |
|
US BANCORP | 2.4% |
|
MCDONALD'S CORP | 2.4% |
|
DUKE ENERGY CORP | 2.3% |
 |
MEDTRONIC PLC | 2.3% |
|
MONDELEZ INTERNATIONAL INC-A | 2.2% |
|
SOUTHERN CO | 2.1% |
|
KEURIG DR PEPPER INC. | 2.1% |
|
PNC FINANCIAL SERVICES GROUP | 2.0% |
|
EXELON CORP | 2.0% |
LVHD Underweight Relative to SCHD
|
TEXAS INSTRUMENTS INC | -4.6% |
|
CONOCOPHILLIPS | -4.4% |
|
AMGEN INC | -4.1% |
|
UNITEDHEALTH GROUP INC | -4.0% |
|
MERCK & CO. INC. | -3.8% |
|
QUALCOMM INC | -3.8% |
|
ABBOTT LABORATORIES | -3.7% |
|
ACCENTURE PLC-CL A | -3.7% |
|
BRISTOL-MYERS SQUIBB CO | -3.0% |
|
BLACKSTONE GROUP LP/THE | -2.1% |