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   

447

Number of overlapping holdings

92.4%

% of SCHV's 506 holdings also in IWD

55.2%

% of IWD's 846 holdings also in SCHV

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

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Company Weight
in SCHV
Weight
in IWD
Overlap
BERKSHIRE HATHAWAY INC-CL B 3.4% 3.5% 3.4%
JPMORGAN CHASE & CO 2.6% 2.6% 2.6%
EXXON MOBIL CORP 2.1% 2.1% 2.1%
JOHNSON & JOHNSON 1.7% 1.7% 1.7%
PROCTER & GAMBLE CO/THE 1.7% 1.4% 1.4%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to IWD
HOME DEPOT INC 1.8%
ABBVIE INC 1.4%
UBER TECHNOLOGIES, INC. 0.8%
QUALCOMM INC 0.8%
PEPSICO INC 0.7%
APPLIED MATERIALS INC 0.7%
CATERPILLAR INC 0.6%
COCA-COLA CO/THE 0.5%
TJX COMPANIES INC 0.5%
LOWE'S COS INC 0.5%
SCHV Underweight Relative to IWD
LINDE PLC -1.0%
GENERAL ELECTRIC COMPANY -0.9%
DANAHER CORP -0.8%
ADVANCED MICRO DEVICES -0.6%
BLACKROCK INC -0.6%
S&P GLOBAL, INC. -0.6%
ELEVANCE HEALTH INC -0.5%
CIGNA CORPORATION -0.4%
REGENERON PHARMACEUTICALS -0.4%
THERMO FISHER SCIENTIFIC INC -0.4%
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