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
18%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
PWV
50
HOLDINGS
18%
ALSO IN SCHD
SCHD
103
HOLDINGS
9%
ALSO IN PWV
SECTOR DRIFT (PWV minus SCHD)
OVERLAPPING HOLDINGS
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| Company | Weight in PWV |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 3.4% | 4.2% | 3.4% |
|
CHEVRON CORP | 3.3% | 4.1% | 3.3% |
|
CISCO SYSTEMS INC | 3.2% | 4.0% | 3.2% |
|
VALERO ENERGY CORP | 1.7% | 2.2% | 1.7% |
|
FORD MOTOR CO | 1.4% | 1.9% | 1.4% |
PWV Overweight Relative to SCHD
|
INTL BUSINESS MACHINES CORP | 3.8% |
|
MORGAN STANLEY | 3.5% |
|
GOLDMAN SACHS GROUP INC | 3.5% |
|
JPMORGAN CHASE & CO | 3.4% |
|
EXXON MOBIL CORP | 3.4% |
|
WELLS FARGO & CO | 3.4% |
|
BANK OF AMERICA CORP | 3.4% |
|
JOHNSON & JOHNSON | 3.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.3% |
|
AT&T INC | 3.2% |
PWV Underweight Relative to SCHD
|
CONOCOPHILLIPS | -4.2% |
|
LOCKHEED MARTIN CORP | -4.0% |
|
HOME DEPOT INC | -4.0% |
|
AMGEN INC | -3.9% |
|
COCA-COLA CO/THE | -3.8% |
|
PEPSICO INC | -3.8% |
|
TEXAS INSTRUMENTS INC | -3.8% |
|
MERCK & CO. INC. | -3.7% |
|
VERIZON COMMUNICATIONS INC | -2.6% |
|
ALTRIA GROUP INC | -2.6% |