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
22%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
SCHD
103
HOLDINGS
16%
ALSO IN MBOX
MBOX
46
HOLDINGS
32%
ALSO IN SCHD
SECTOR DRIFT (SCHD minus MBOX)
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 MBOX |
Overlap | |
|---|---|---|---|---|
 |
UNITEDHEALTH GROUP INC | 5.5% | 2.6% | 2.6% |
|
AMGEN INC | 3.6% | 2.5% | 2.5% |
|
QUALCOMM INC | 6.2% | 2.5% | 2.5% |
|
MERCK & CO. INC. | 3.8% | 2.2% | 2.2% |
|
AUTOMATIC DATA PROCESSING | 2.3% | 2.1% | 2.1% |
SCHD Overweight Relative to MBOX
|
TEXAS INSTRUMENTS INC | 6.4% |
|
COCA-COLA CO/THE | 4.1% |
|
PROCTER & GAMBLE CO/THE | 3.8% |
|
QUALCOMM INC | 3.7% |
|
CHEVRON CORP | 3.7% |
|
HOME DEPOT INC | 3.6% |
|
PEPSICO INC | 3.5% |
|
CONOCOPHILLIPS | 3.4% |
|
ABBOTT LABORATORIES | 3.1% |
|
UNITEDHEALTH GROUP INC | 2.9% |
SCHD Underweight Relative to MBOX
|
MORGAN STANLEY | -3.1% |
|
JPMORGAN CHASE & CO | -3.0% |
 |
ASML HOLDING NV-NY REG SHS | -2.9% |
|
KLA CORPORATION | -2.7% |
|
GOLDMAN SACHS GROUP INC | -2.6% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.5% |
|
ENERGY TRANSFER, L.P. | -2.5% |
|
BROADCOM INC. | -2.4% |
 |
EATON CORP PLC | -2.4% |
|
TRANE TECHNOLOGIES PLC | -2.3% |