Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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20
Number of overlapping holdings
20.2%
% of SCHD's 103 holdings also in SPDV
37.7%
% of SPDV's 53 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus SPDV)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in SPDV |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 4.3% | 2.4% | 2.4% |
|
VERIZON COMMUNICATIONS INC | 4.3% | 2.3% | 2.3% |
|
CISCO SYSTEMS INC | 3.9% | 2.0% | 2.0% |
|
LOCKHEED MARTIN CORP | 4.2% | 2.0% | 2.0% |
|
CHEVRON CORP | 3.9% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to SPDV
|
CONOCOPHILLIPS | 4.4% |
|
COCA-COLA CO/THE | 4.3% |
|
HOME DEPOT INC | 4.0% |
|
ABBVIE INC | 4.0% |
|
MERCK & CO. INC. | 3.8% |
|
AMGEN INC | 3.8% |
|
PEPSICO INC | 3.7% |
|
TEXAS INSTRUMENTS INC | 3.6% |
|
LOCKHEED MARTIN CORP | 2.2% |
|
ONEOK INC | 2.2% |
SCHD Underweight Relative to SPDV
|
AT&T INC | -2.5% |
|
GILEAD SCIENCES INC | -2.3% |
|
WEC ENERGY GROUP INC | -2.3% |
|
INTL BUSINESS MACHINES CORP | -2.2% |
|
SOUTHERN CO | -2.2% |
|
HASBRO INC | -2.2% |
|
JOHNSON & JOHNSON | -2.2% |
|
MOLSON COORS BREWING CO -B | -2.1% |
|
RTX CORP | -2.1% |
|
NRG ENERGY INC | -2.1% |