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   

362

Number of overlapping holdings

72.5%

% of SCHV's 526 holdings also in DTD

43.8%

% of DTD's 837 holdings also in SCHV

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

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Company Weight
in SCHV
Weight
in DTD
Overlap
JPMORGAN CHASE & CO 3.1% 3.0% 3.0%
EXXON MOBIL CORP 2.0% 2.4% 2.0%
JOHNSON & JOHNSON 1.6% 2.8% 1.6%
ABBVIE INC 1.4% 2.0% 1.4%
WAL-MART STORES INC 1.7% 1.4% 1.4%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to DTD
BERKSHIRE HATHAWAY INC-CL B 3.7%
ORACLE CORP 0.9%
VERIZON COMMUNICATIONS INC 0.7%
WALT DISNEY CO/THE 0.7%
BOEING CO 0.6%
BOSTON SCIENTIFIC CORP 0.6%
PFIZER INC 0.6%
MICRON TECHNOLOGY INC 0.5%
EATON CORP PLC 0.5%
MEDTRONIC PLC 0.5%
SCHV Underweight Relative to DTD
APPLE INC -3.2%
MICROSOFT CORP -3.1%
NVIDIA CORP -2.1%
JOHNSON & JOHNSON -1.2%
META PLATFORMS INC -1.0%
T-MOBILE US, INC. -0.9%
VISA INC. CLASS A -0.9%
UNITEDHEALTH GROUP INC -0.9%
PEPSICO INC -0.8%
ALPHABET INC. CLASS A -0.8%
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