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   

22

Number of overlapping holdings

22.0%

% of SCHD's 104 holdings also in SPDV

44.9%

% of SPDV's 49 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
VERIZON COMMUNICATIONS INC 4.5% 2.4% 2.4%
ABBVIE INC 3.9% 2.1% 2.1%
ALTRIA GROUP INC 2.4% 2.0% 2.0%
CISCO SYSTEMS INC 3.4% 2.0% 2.0%
CHEVRON CORP 3.5% 1.9% 1.9%

Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to SPDV
BROADCOM INC. 4.5%
AMGEN INC 4.3%
COCA-COLA CO/THE 4.1%
PEPSICO INC 3.9%
MERCK & CO. INC. 3.9%
HOME DEPOT INC 3.9%
TEXAS INSTRUMENTS INC 3.7%
BLACKROCK INC 3.6%
LOCKHEED MARTIN CORP 3.4%
AUTOMATIC DATA PROCESSING 3.2%
SCHD Underweight Relative to SPDV
SEAGATE TECHNOLOGY HOLDINGS PLC -2.8%
WESTROCK CO. -2.6%
INTL BUSINESS MACHINES CORP -2.4%
PHILLIPS 66 -2.4%
AT&T INC -2.3%
HOST HOTELS & RESORTS INC -2.2%
EXXON MOBIL CORP -2.1%
COMCAST CORP-CL A -2.1%
DOW, INC. -2.1%
SIMON PROPERTY GROUP INC -2.1%
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