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
18%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
SCHD
103
HOLDINGS
14%
ALSO IN PEY
PEY
49
HOLDINGS
29%
ALSO IN SCHD
SECTOR DRIFT (SCHD minus PEY)
OVERLAPPING HOLDINGS
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| Company | Weight in SCHD |
Weight in PEY |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 4.3% | 2.8% | 2.8% |
|
VERIZON COMMUNICATIONS INC | 3.9% | 2.3% | 2.3% |
|
UNITED PARCEL SERVICE-CL B | 2.5% | 2.2% | 2.2% |
|
CHEVRON CORP | 4.4% | 2.1% | 2.1% |
|
BRISTOL-MYERS SQUIBB CO | 3.7% | 1.8% | 1.8% |
SCHD Overweight Relative to PEY
|
ABBVIE INC | 4.5% |
|
HOME DEPOT INC | 4.3% |
|
PEPSICO INC | 4.2% |
|
CONOCOPHILLIPS | 4.1% |
|
MERCK & CO. INC. | 4.0% |
|
CISCO SYSTEMS INC | 3.9% |
|
LOCKHEED MARTIN CORP | 3.7% |
|
AMGEN INC | 3.7% |
|
TEXAS INSTRUMENTS INC | 3.7% |
|
COCA-COLA CO/THE | 3.6% |
SCHD Underweight Relative to PEY
|
POLARIS INDUSTRIES INC | -3.7% |
|
AES CORP | -3.3% |
|
PFIZER INC | -2.8% |
|
COGENT COMMUNICATIONS HOLDINGS INC | -2.6% |
|
FRANKLIN RESOURCES INC | -2.5% |
|
MAIN STREET CAPITAL CORP | -2.3% |
|
STANLEY BLACK & DECKER | -2.2% |
|
EDISON INTERNATIONAL | -2.2% |
|
UNION BANKSHARES CORP | -2.0% |
|
PRUDENTIAL FINANCIAL INC | -2.0% |