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   
OVERLAP
74%

OVERLAP
BY WEIGHT
477

# OF OVERLAPPING
HOLDINGS
SCHV
563
HOLDINGS
91%
ALSO IN IWD
IWD
872
HOLDINGS
59%
ALSO IN SCHV
SECTOR DRIFT (SCHV minus IWD)
OVERLAPPING HOLDINGS

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Company Weight
in SCHV
Weight
in IWD
Overlap
BERKSHIRE HATHAWAY INC-CL B 3.5% 3.2% 3.2%
JPMORGAN CHASE & CO 3.1% 2.9% 2.9%
EXXON MOBIL CORP 1.9% 1.8% 1.8%
JOHNSON & JOHNSON 1.8% 1.6% 1.6%
WAL-MART STORES INC 1.7% 1.4% 1.4%
SCHV Overweight Relative to IWD
ABBVIE INC 1.5%
ORACLE CORP 1.4%
HOME DEPOT INC 1.1%
LAM RESEARCH CORP 0.7%
AMPHENOL CORP-CL A 0.6%
COCA-COLA CO/THE 0.5%
AMGEN INC 0.5%
BLACKSTONE GROUP LP/THE 0.4%
AUTOMATIC DATA PROCESSING 0.4%
TJX COMPANIES INC 0.3%
SCHV Underweight Relative to IWD
AMAZON.COM INC -2.1%
ALPHABET INC. CLASS A -2.0%
ALPHABET INC. CLASS C -1.6%
UNITEDHEALTH GROUP INC -1.0%
META PLATFORMS INC -0.8%
THERMO FISHER SCIENTIFIC INC -0.7%
SALESFORCE.COM INC -0.7%
LINDE PLC -0.7%
WALT DISNEY CO/THE -0.7%
ADVANCED MICRO DEVICES -0.6%
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