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
44%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
SCHD
103
HOLDINGS
25%
ALSO IN HDV
HDV
75
HOLDINGS
33%
ALSO IN SCHD
SECTOR DRIFT (SCHD minus HDV)
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 HDV |
Overlap | |
|---|---|---|---|---|
 |
ABBVIE INC | 4.5% | 6.3% | 4.5% |
|
CHEVRON CORP | 4.4% | 5.8% | 4.4% |
|
HOME DEPOT INC | 4.3% | 5.0% | 4.3% |
|
MERCK & CO. INC. | 4.0% | 4.0% | 4.0% |
|
PEPSICO INC | 4.2% | 3.9% | 3.9% |
SCHD Overweight Relative to HDV
|
VERIZON COMMUNICATIONS INC | 3.9% |
|
BRISTOL-MYERS SQUIBB CO | 3.7% |
|
LOCKHEED MARTIN CORP | 2.5% |
|
UNITED PARCEL SERVICE-CL B | 2.5% |
|
FASTENAL CO | 2.2% |
|
CONOCOPHILLIPS | 2.1% |
|
VALERO ENERGY CORP | 2.0% |
|
FORD MOTOR CO | 1.8% |
|
ONEOK INC | 1.8% |
|
TARGET CORP | 1.6% |
SCHD Underweight Relative to HDV
|
EXXON MOBIL CORP | -8.7% |
|
JOHNSON & JOHNSON | -6.8% |
|
AT&T INC | -4.0% |
|
PHILIP MORRIS INTERNATIONAL | -3.6% |
|
INTL BUSINESS MACHINES CORP | -2.7% |
|
GILEAD SCIENCES INC | -1.9% |
|
ABBVIE INC | -1.9% |
 |
MEDTRONIC PLC | -1.8% |
|
BLACKSTONE GROUP LP/THE | -1.7% |
|
DUKE ENERGY CORP | -1.6% |