Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
18.2%
% of SCHD's 103 holdings also in WBIY
36.0%
% of WBIY's 50 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus WBIY)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in WBIY |
Overlap | |
|---|---|---|---|---|
 |
VERIZON COMMUNICATIONS INC | 4.5% | 6.4% | 4.5% |
|
ALTRIA GROUP INC | 4.2% | 4.9% | 4.2% |
|
UNITED PARCEL SERVICE-CL B | 3.0% | 4.1% | 3.0% |
|
FORD MOTOR CO | 1.6% | 4.8% | 1.6% |
|
CHEVRON CORP | 4.0% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to WBIY
|
COCA-COLA CO/THE | 4.5% |
|
CONOCOPHILLIPS | 4.4% |
|
LOCKHEED MARTIN CORP | 4.2% |
|
PEPSICO INC | 4.0% |
|
HOME DEPOT INC | 4.0% |
|
AMGEN INC | 3.8% |
|
CISCO SYSTEMS INC | 3.8% |
|
MERCK & CO. INC. | 3.6% |
|
BRISTOL-MYERS SQUIBB CO | 3.6% |
|
ABBVIE INC | 3.6% |
SCHD Underweight Relative to WBIY
|
CVS CAREMARK CORP | -7.0% |
|
AT&T INC | -6.7% |
|
DOMINION RESOURCES INC/VA | -4.8% |
|
CONAGRA FOODS INC | -4.5% |
|
AES CORP | -4.1% |
|
LYONDELLBASELL INDU-CL A | -3.4% |
|
SONOCO PRODUCTS CO | -3.3% |
|
FORD MOTOR CO | -3.1% |
|
FRANKLIN RESOURCES INC | -2.9% |
|
HF SINCLAIR CORPORATION | -2.1% |