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
12%

OVERLAP
BY WEIGHT
4

# OF OVERLAPPING
HOLDINGS
PWV
50
HOLDINGS
8%
ALSO IN SCHD
SCHD
103
HOLDINGS
4%
ALSO IN PWV
SECTOR DRIFT (PWV minus SCHD)
OVERLAPPING HOLDINGS

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Company Weight
in PWV
Weight
in SCHD
Overlap
CHEVRON CORP 3.6% 4.3% 3.6%
CISCO SYSTEMS INC 3.4% 4.0% 3.4%
ABBVIE INC 3.3% 3.9% 3.3%
ALTRIA GROUP INC 1.3% 3.7% 1.3%
PWV Overweight Relative to SCHD
GOLDMAN SACHS GROUP INC 3.7%
WELLS FARGO & CO 3.6%
EXXON MOBIL CORP 3.6%
MORGAN STANLEY 3.5%
JPMORGAN CHASE & CO 3.4%
INTL BUSINESS MACHINES CORP 3.4%
QUALCOMM INC 3.4%
BANK OF AMERICA CORP 3.4%
JOHNSON & JOHNSON 3.3%
AT&T INC 3.1%
PWV Underweight Relative to SCHD
TEXAS INSTRUMENTS INC -4.4%
CONOCOPHILLIPS -4.2%
MERCK & CO. INC. -4.1%
AMGEN INC -3.9%
PEPSICO INC -3.9%
HOME DEPOT INC -3.8%
COCA-COLA CO/THE -3.7%
BRISTOL-MYERS SQUIBB CO -3.7%
LOCKHEED MARTIN CORP -3.7%
VERIZON COMMUNICATIONS INC -3.7%
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