Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
PWV
53
HOLDINGS
25%
ALSO IN SCHD
SCHD
102
HOLDINGS
14%
ALSO IN PWV
SECTOR DRIFT (PWV minus SCHD)
OVERLAPPING HOLDINGS
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| Company | Weight in PWV |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
UNITEDHEALTH GROUP INC | 3.5% | 3.8% | 3.5% |
|
COCA-COLA CO/THE | 3.3% | 4.3% | 3.3% |
|
PEPSICO INC | 3.2% | 3.6% | 3.2% |
|
MERCK & CO. INC. | 3.2% | 4.8% | 3.2% |
|
CHEVRON CORP | 3.1% | 4.3% | 3.1% |
PWV Overweight Relative to SCHD
|
CITIGROUP INC | 3.7% |
|
MORGAN STANLEY | 3.7% |
|
GOLDMAN SACHS GROUP INC | 3.6% |
|
BANK OF AMERICA CORP | 3.6% |
|
JPMORGAN CHASE & CO | 3.5% |
|
WELLS FARGO & CO | 3.5% |
|
ABBVIE INC | 3.4% |
|
JOHNSON & JOHNSON | 3.3% |
|
EXXONMOBIL HOLDINGS CORP | 3.1% |
|
CARDINAL HEALTH INC | 1.6% |
PWV Underweight Relative to SCHD
|
ABBOTT LABORATORIES | -4.4% |
|
AMGEN INC | -4.2% |
|
PROCTER & GAMBLE CO/THE | -3.9% |
|
HOME DEPOT INC | -3.7% |
|
TEXAS INSTRUMENTS INC | -3.3% |
|
CONOCOPHILLIPS | -2.9% |
 |
ACCENTURE PLC-CL A | -2.8% |
|
QUALCOMM INC | -2.8% |
|
AUTOMATIC DATA PROCESSING | -2.7% |
|
LOCKHEED MARTIN CORP | -2.7% |