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
26
Number of overlapping holdings
26.3%
% of SCHD's 104 holdings also in HDV
35.1%
% of HDV's 75 holdings also in SCHD
Overlap by Weight
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 | |
---|---|---|---|---|
CHEVRON CORP | 4.2% | 6.7% | 4.2% | |
VERIZON COMMUNICATIONS INC | 4.0% | 5.8% | 4.0% | |
PEPSICO INC | 4.2% | 3.8% | 3.8% | |
COCA-COLA CO/THE | 4.0% | 3.7% | 3.7% | |
ABBVIE INC | 3.7% | 5.2% | 3.7% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to HDV
AMGEN INC | 3.9% | |
UNITED PARCEL SERVICE-CL B | 3.9% | |
PFIZER INC | 3.8% | |
BRISTOL-MYERS SQUIBB CO | 3.8% | |
BLACKROCK INC | 3.7% | |
HOME DEPOT INC | 3.5% | |
LOCKHEED MARTIN CORP | 2.8% | |
US BANCORP | 2.7% | |
VALERO ENERGY CORP | 2.4% | |
EOG RESOURCES, INC. | 2.1% |
SCHD Underweight Relative to HDV
EXXON MOBIL CORP | -8.7% | |
JOHNSON & JOHNSON | -5.5% | |
PHILIP MORRIS INTERNATIONAL | -4.3% | |
MERCK & CO. INC. | -4.1% | |
INTL BUSINESS MACHINES CORP | -2.9% | |
WELLS FARGO & CO | -2.7% | |
CHEVRON CORP | -2.5% | |
COMCAST CORP-CL A | -2.3% | |
CONOCOPHILLIPS | -2.2% | |
VERIZON COMMUNICATIONS INC | -1.8% |