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
29%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
LVHD
113
HOLDINGS
22%
ALSO IN SCHD
SCHD
103
HOLDINGS
24%
ALSO IN LVHD
SECTOR DRIFT (LVHD minus SCHD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in LVHD |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.9% | 3.9% | 2.9% |
|
COCA-COLA CO/THE | 2.8% | 3.9% | 2.8% |
|
CHEVRON CORP | 2.6% | 4.1% | 2.6% |
|
PEPSICO INC | 2.5% | 3.9% | 2.5% |
|
CISCO SYSTEMS INC | 2.5% | 4.2% | 2.5% |
LVHD Overweight Relative to SCHD
|
INTL BUSINESS MACHINES CORP | 3.1% |
|
MCDONALD'S CORP | 2.9% |
|
PHILIP MORRIS INTERNATIONAL | 2.9% |
|
JOHNSON & JOHNSON | 2.7% |
|
SOUTHERN CO | 2.6% |
|
DUKE ENERGY CORP | 2.4% |
|
MONDELEZ INTERNATIONAL INC-A | 2.4% |
|
US BANCORP | 2.3% |
|
AMERICAN ELECTRIC POWER | 2.3% |
|
KEURIG DR PEPPER INC. | 2.3% |
LVHD Underweight Relative to SCHD
|
TEXAS INSTRUMENTS INC | -4.3% |
|
CONOCOPHILLIPS | -4.1% |
|
MERCK & CO. INC. | -4.0% |
|
VERIZON COMMUNICATIONS INC | -3.9% |
|
ABBVIE INC | -3.8% |
|
BRISTOL-MYERS SQUIBB CO | -3.8% |
|
AMGEN INC | -3.8% |
|
UNITED PARCEL SERVICE-CL B | -3.1% |
|
EOG RESOURCES, INC. | -2.7% |
|
FASTENAL CO | -2.0% |