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
15%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
SCHD
102
HOLDINGS
5%
ALSO IN MVAL
MVAL
42
HOLDINGS
13%
ALSO IN SCHD
SECTOR DRIFT (SCHD minus MVAL)
OVERLAPPING HOLDINGS
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| Company | Weight in SCHD |
Weight in MVAL |
Overlap | |
|---|---|---|---|---|
 |
MERCK & CO. INC. | 4.7% | 5.1% | 4.7% |
|
BRISTOL-MYERS SQUIBB CO | 4.2% | 4.6% | 4.2% |
|
UNITED PARCEL SERVICE-CL B | 3.0% | 4.7% | 3.0% |
|
PEPSICO INC | 4.0% | 2.3% | 2.3% |
|
HERSHEY CO/THE | 1.1% | 1.4% | 1.1% |
SCHD Overweight Relative to MVAL
|
CISCO SYSTEMS INC | 4.5% |
|
AMGEN INC | 4.4% |
|
ABBVIE INC | 4.2% |
|
COCA-COLA CO/THE | 4.0% |
|
CONOCOPHILLIPS | 4.0% |
|
LOCKHEED MARTIN CORP | 3.9% |
|
CHEVRON CORP | 3.8% |
|
VERIZON COMMUNICATIONS INC | 3.7% |
|
TEXAS INSTRUMENTS INC | 3.6% |
|
HOME DEPOT INC | 3.5% |
SCHD Underweight Relative to MVAL
|
THERMO FISHER SCIENTIFIC INC | -5.4% |
|
DANAHER CORP | -4.8% |
|
NIKE INC -CL B | -4.1% |
|
CONSTELLATION BRANDS INC-A | -4.0% |
|
ZIMMER HOLDINGS INC | -3.9% |
|
BOEING CO | -3.8% |
|
ESTEE LAUDER COMPANIES-CL A | -3.7% |
|
KENVUE, INC. | -3.7% |
|
CAMPBELL SOUP CO | -3.5% |
|
ALPHABET INC. CLASS A | -3.4% |