Fund Overlap

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


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361

Number of overlapping holdings

75.1%

% of SCHV's 507 holdings also in DTD

44.2%

% of DTD's 826 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 2.7% 2.8% 2.7%
EXXON MOBIL CORP 2.3% 2.5% 2.3%
PROCTER & GAMBLE CO/THE 1.8% 1.8% 1.8%
JOHNSON & JOHNSON 1.6% 1.9% 1.6%
HOME DEPOT INC 1.5% 1.7% 1.5%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to DTD
BERKSHIRE HATHAWAY INC-CL B 3.4%
VERIZON COMMUNICATIONS INC 0.8%
PFIZER INC 0.7%
APPLIED MATERIALS INC 0.7%
UBER TECHNOLOGIES, INC. 0.7%
NEXTERA ENERGY GROUP 0.7%
WALT DISNEY CO/THE 0.6%
AT&T INC 0.6%
EATON CORP PLC 0.6%
MICRON TECHNOLOGY INC 0.5%
SCHV Underweight Relative to DTD
MICROSOFT CORP -3.2%
APPLE INC -3.2%
BROADCOM INC. -2.7%
NVIDIA CORP -2.4%
UNITEDHEALTH GROUP INC -1.1%
ALPHABET INC. CLASS A -1.0%
META PLATFORMS INC -0.9%
ABBVIE INC -0.8%
ELI LILLY & CO -0.8%
VISA INC. CLASS A -0.7%
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