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   

235

Number of overlapping holdings

48.7%

% of SCHV's 506 holdings also in DGRO

56.5%

% of DGRO's 419 holdings also in SCHV

Overlap by Weight
Sector Drift (SCHV minus DGRO)
Overlapping Holdings

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in SCHV
Weight
in DGRO
Overlap
JPMORGAN CHASE & CO 2.6% 3.0% 2.6%
EXXON MOBIL CORP 2.4% 3.2% 2.4%
PROCTER & GAMBLE CO/THE 1.8% 2.2% 1.8%
JOHNSON & JOHNSON 1.6% 2.5% 1.6%
HOME DEPOT INC 1.6% 1.8% 1.6%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to DGRO
BERKSHIRE HATHAWAY INC-CL B 3.4%
WELLS FARGO & CO 1.0%
WALT DISNEY CO/THE 0.9%
TEXAS INSTRUMENTS INC 0.8%
VERIZON COMMUNICATIONS INC 0.8%
PFIZER INC 0.7%
PHILIP MORRIS INTERNATIONAL 0.7%
UBER TECHNOLOGIES, INC. 0.6%
MICRON TECHNOLOGY INC 0.6%
INTEL CORP 0.6%
SCHV Underweight Relative to DGRO
APPLE INC -3.1%
MICROSOFT CORP -3.0%
BROADCOM INC. -2.3%
CHEVRON CORP -1.8%
UNITEDHEALTH GROUP INC -1.8%
CME GROUP INC -1.3%
ELI LILLY & CO -1.0%
ABBVIE INC -1.0%
JOHNSON & JOHNSON -0.9%
VISA INC. CLASS A -0.8%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY