Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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237

Number of overlapping holdings

47.3%

% of SCHV's 530 holdings also in DGRO

59.1%

% of DGRO's 407 holdings also in SCHV

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

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Company Weight
in SCHV
Weight
in DGRO
Overlap
JPMORGAN CHASE & CO 2.8% 2.9% 2.8%
EXXON MOBIL CORP 2.1% 3.1% 2.1%
PROCTER & GAMBLE CO/THE 1.7% 2.4% 1.7%
JOHNSON & JOHNSON 1.7% 3.4% 1.7%
ABBVIE INC 1.6% 3.4% 1.6%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to DGRO
BERKSHIRE HATHAWAY INC-CL B 4.0%
CHEVRON CORP 1.1%
PHILIP MORRIS INTERNATIONAL 1.0%
WELLS FARGO & CO 1.0%
AT&T INC 0.8%
VERIZON COMMUNICATIONS INC 0.8%
WALT DISNEY CO/THE 0.8%
WAL-MART STORES INC 0.7%
TEXAS INSTRUMENTS INC 0.7%
PFIZER INC 0.6%
SCHV Underweight Relative to DGRO
MICROSOFT CORP -2.7%
APPLE INC -2.6%
BROADCOM INC. -2.6%
UNITEDHEALTH GROUP INC -1.8%
ABBVIE INC -1.8%
JOHNSON & JOHNSON -1.7%
VISA INC. CLASS A -1.1%
ELI LILLY & CO -1.1%
COCA-COLA CO/THE -1.0%
EXXON MOBIL CORP -1.0%
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