Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
23.2%
% of SCHD's 104 holdings also in LVHD
19.8%
% of LVHD's 120 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus LVHD)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in LVHD |
Overlap | |
|---|---|---|---|---|
 |
COCA-COLA CO/THE | 4.0% | 2.6% | 2.6% |
|
ALTRIA GROUP INC | 3.2% | 2.5% | 2.5% |
|
BRISTOL-MYERS SQUIBB CO | 3.8% | 2.5% | 2.5% |
|
PEPSICO INC | 4.2% | 2.5% | 2.5% |
|
LOCKHEED MARTIN CORP | 4.3% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to LVHD
|
CHEVRON CORP | 4.2% |
|
TEXAS INSTRUMENTS INC | 3.9% |
|
AMGEN INC | 3.9% |
|
ABBVIE INC | 3.7% |
|
BLACKROCK INC | 3.7% |
|
HOME DEPOT INC | 3.5% |
|
EOG RESOURCES, INC. | 3.3% |
|
US BANCORP | 2.7% |
|
VALERO ENERGY CORP | 2.4% |
|
FORD MOTOR CO | 2.0% |
SCHD Underweight Relative to LVHD
|
AMERICAN ELECTRIC POWER | -2.7% |
|
JOHNSON & JOHNSON | -2.7% |
|
INTL BUSINESS MACHINES CORP | -2.7% |
|
EXELON CORP | -2.6% |
|
KRAFT HEINZ COMPANY | -2.6% |
|
GENERAL MILLS INC | -2.5% |
|
PHILIP MORRIS INTERNATIONAL | -2.5% |
|
KEURIG DR PEPPER INC. | -2.4% |
|
REALTY INCOME CORP | -2.4% |
|
CUMMINS INC | -2.3% |