Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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21

Number of overlapping holdings

34.4%

% of QDIV's 61 holdings also in SCHD

21.2%

% of SCHD's 103 holdings also in QDIV

Overlap by Weight
Sector Drift (QDIV minus SCHD)
Overlapping Holdings

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Company Weight
in QDIV
Weight
in SCHD
Overlap
ABBVIE INC 2.1% 3.7% 2.1%
PAYCHEX INC 2.0% 2.0% 2.0%
EOG RESOURCES, INC. 1.8% 2.9% 1.8%
LOCKHEED MARTIN CORP 1.8% 4.2% 1.8%
CONOCOPHILLIPS 1.8% 4.5% 1.8%

Position Highlights (Non-Overlapping Exposures)
QDIV Overweight Relative to SCHD
RTX CORP 2.3%
HUNTINGTON INGALLS INDUSTRIE 2.3%
MARATHON PETROLEUM 2.1%
CME GROUP INC 2.1%
3M CO 2.0%
MICROCHIP TECHNOLOGY INC 2.0%
GENERAL DYNAMICS CORP 2.0%
JOHNSON & JOHNSON 2.0%
MEDTRONIC PLC 2.0%
DEVON ENERGY CORPORATION 1.9%
QDIV Underweight Relative to SCHD
VERIZON COMMUNICATIONS INC -4.2%
ALTRIA GROUP INC -4.2%
CISCO SYSTEMS INC -4.1%
TEXAS INSTRUMENTS INC -4.1%
CHEVRON CORP -4.0%
AMGEN INC -3.9%
HOME DEPOT INC -3.8%
BRISTOL-MYERS SQUIBB CO -3.4%
CONOCOPHILLIPS -2.7%
COCA-COLA CO/THE -2.5%
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