Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
21.8%
% of LVHD's 113 holdings also in SCHD
24.2%
% of SCHD's 103 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 | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.9% | 4.2% | 2.9% |
|
COCA-COLA CO/THE | 2.8% | 4.5% | 2.8% |
|
CHEVRON CORP | 2.6% | 4.0% | 2.6% |
|
PEPSICO INC | 2.5% | 4.0% | 2.5% |
|
CISCO SYSTEMS INC | 2.5% | 3.8% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
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
|
VERIZON COMMUNICATIONS INC | -4.5% |
|
CONOCOPHILLIPS | -4.4% |
|
AMGEN INC | -3.8% |
|
MERCK & CO. INC. | -3.6% |
|
BRISTOL-MYERS SQUIBB CO | -3.6% |
|
ABBVIE INC | -3.6% |
|
TEXAS INSTRUMENTS INC | -3.3% |
|
UNITED PARCEL SERVICE-CL B | -3.0% |
|
EOG RESOURCES, INC. | -2.7% |
|
SCHLUMBERGER LTD | -2.1% |