Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
12.1%
% of SCHD's 103 holdings also in TBG
34.3%
% of TBG's 35 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus TBG)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in TBG |
Overlap | |
|---|---|---|---|---|
 |
VERIZON COMMUNICATIONS INC | 4.5% | 4.8% | 4.5% |
|
CHEVRON CORP | 4.0% | 3.9% | 3.9% |
|
MERCK & CO. INC. | 3.6% | 4.2% | 3.6% |
|
CISCO SYSTEMS INC | 3.8% | 3.4% | 3.4% |
|
PEPSICO INC | 4.0% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to TBG
|
COCA-COLA CO/THE | 4.5% |
|
CONOCOPHILLIPS | 4.4% |
|
HOME DEPOT INC | 4.0% |
|
BRISTOL-MYERS SQUIBB CO | 3.6% |
|
ABBVIE INC | 3.6% |
|
UNITED PARCEL SERVICE-CL B | 3.0% |
|
EOG RESOURCES, INC. | 2.7% |
|
ONEOK INC | 2.3% |
|
SCHLUMBERGER LTD | 2.1% |
|
KIMBERLY-CLARK CORP | 2.0% |
SCHD Underweight Relative to TBG
|
SIMON PROPERTY GROUP INC | -4.6% |
|
ENTERPRISE PRODUCTS PARTNERS | -4.1% |
|
KENVUE, INC. | -3.7% |
|
ENERGY TRANSFER, L.P. | -3.6% |
|
TRUIST FINANCIAL CORPORATION | -3.5% |
|
JOHNSON & JOHNSON | -3.4% |
|
GILEAD SCIENCES INC | -3.4% |
|
PROCTER & GAMBLE CO/THE | -3.3% |
|
LYONDELLBASELL INDU-CL A | -3.3% |
|
BLACKSTONE GROUP LP/THE | -3.1% |