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   

110

Number of overlapping holdings

22.9%

% of SCHV's 528 holdings also in MGV

82.1%

% of MGV's 138 holdings also in SCHV

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

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Company Weight
in SCHV
Weight
in MGV
Overlap
BERKSHIRE HATHAWAY INC-CL B 3.5% 3.2% 3.2%
JPMORGAN CHASE & CO 2.6% 3.5% 2.6%
EXXON MOBIL CORP 2.2% 3.0% 2.2%
PROCTER & GAMBLE CO/THE 1.8% 2.4% 1.8%
JOHNSON & JOHNSON 1.7% 2.3% 1.7%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to MGV
MCDONALD'S CORP 0.9%
TEXAS INSTRUMENTS INC 0.8%
WALT DISNEY CO/THE 0.7%
APPLIED MATERIALS INC 0.7%
UBER TECHNOLOGIES, INC. 0.7%
TJX COMPANIES INC 0.6%
BOSTON SCIENTIFIC CORP 0.5%
AMERICAN TOWER CORP-CL A 0.5%
STARBUCKS CORP 0.5%
NIKE INC -CL B 0.4%
SCHV Underweight Relative to MGV
BROADCOM INC. -4.5%
UNITEDHEALTH GROUP INC -3.0%
BERKSHIRE HATHAWAY INC-CL A -1.5%
THERMO FISHER SCIENTIFIC INC -1.3%
GE AEROSPACE -1.1%
DANAHER CORP -1.0%
JPMORGAN CHASE & CO -0.9%
PROGRESSIVE CORP -0.9%
EXXON MOBIL CORP -0.8%
BLACKROCK INC -0.8%
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