Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
19.8%
% of LVHD's 120 holdings also in SCHD
23.2%
% of SCHD's 104 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus SCHD)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
COCA-COLA CO/THE | 2.6% | 4.0% | 2.6% |
|
ALTRIA GROUP INC | 2.5% | 3.2% | 2.5% |
|
BRISTOL-MYERS SQUIBB CO | 2.5% | 3.8% | 2.5% |
|
PEPSICO INC | 2.5% | 4.2% | 2.5% |
|
LOCKHEED MARTIN CORP | 2.4% | 4.3% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to SCHD
|
AMERICAN ELECTRIC POWER | 2.7% |
|
JOHNSON & JOHNSON | 2.7% |
|
INTL BUSINESS MACHINES CORP | 2.7% |
|
EXELON CORP | 2.6% |
|
KRAFT HEINZ COMPANY | 2.6% |
|
GENERAL MILLS INC | 2.5% |
|
PHILIP MORRIS INTERNATIONAL | 2.5% |
|
KEURIG DR PEPPER INC. | 2.4% |
|
REALTY INCOME CORP | 2.4% |
|
CUMMINS INC | 2.3% |
LVHD Underweight Relative to SCHD
|
CHEVRON CORP | -4.2% |
|
TEXAS INSTRUMENTS INC | -3.9% |
|
AMGEN INC | -3.9% |
|
ABBVIE INC | -3.7% |
|
BLACKROCK INC | -3.7% |
|
HOME DEPOT INC | -3.5% |
|
EOG RESOURCES, INC. | -3.3% |
|
US BANCORP | -2.7% |
|
VALERO ENERGY CORP | -2.4% |
|
FORD MOTOR CO | -2.0% |