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
35%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
SCHD
102
HOLDINGS
21%
ALSO IN FDV
FDV
51
HOLDINGS
43%
ALSO IN SCHD
SECTOR DRIFT (SCHD minus FDV)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SCHD |
Weight in FDV |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 4.3% | 4.0% | 4.0% |
|
AMGEN INC | 4.9% | 3.5% | 3.5% |
|
CHEVRON CORP | 3.8% | 3.1% | 3.1% |
|
VERIZON COMMUNICATIONS INC | 3.8% | 2.7% | 2.7% |
|
BRISTOL-MYERS SQUIBB CO | 4.0% | 2.3% | 2.3% |
SCHD Overweight Relative to FDV
|
MERCK & CO. INC. | 5.0% |
|
LOCKHEED MARTIN CORP | 3.8% |
|
CONOCOPHILLIPS | 3.7% |
|
ALTRIA GROUP INC | 3.5% |
|
HOME DEPOT INC | 3.5% |
|
COCA-COLA CO/THE | 2.3% |
|
CISCO SYSTEMS INC | 2.2% |
|
SCHLUMBERGER LTD | 2.2% |
|
TEXAS INSTRUMENTS INC | 2.1% |
|
FORD MOTOR CO | 2.1% |
SCHD Underweight Relative to FDV
|
PNC FINANCIAL SERVICES GROUP | -3.2% |
|
MORGAN STANLEY | -3.1% |
|
GILEAD SCIENCES INC | -3.0% |
|
DUKE ENERGY CORP | -2.9% |
|
JOHNSON & JOHNSON | -2.9% |
|
EVERGY, INC. | -2.9% |
|
PHILIP MORRIS INTERNATIONAL | -2.7% |
|
BANK OF NEW YORK MELLON CORP | -2.6% |
|
TRUIST FINANCIAL CORPORATION | -2.5% |
|
AMERICAN ELECTRIC POWER | -2.4% |