Fund Overlap

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


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164

Number of overlapping holdings

32.7%

% of SCHV's 528 holdings also in SPDG

61.7%

% of SPDG's 267 holdings also in SCHV

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

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Company Weight
in SCHV
Weight
in SPDG
Overlap
HOME DEPOT INC 1.7% 4.1% 1.7%
EXXON MOBIL CORP 1.9% 1.6% 1.6%
JOHNSON & JOHNSON 1.5% 1.5% 1.5%
ABBVIE INC 1.3% 1.4% 1.3%
ORACLE CORP 1.1% 3.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to SPDG
BERKSHIRE HATHAWAY INC-CL B 3.5%
JPMORGAN CHASE & CO 3.1%
WAL-MART STORES INC 1.7%
PROCTER & GAMBLE CO/THE 1.6%
BANK OF AMERICA CORP 1.3%
WELLS FARGO & CO 1.1%
WALT DISNEY CO/THE 0.8%
AMERICAN EXPRESS CO 0.7%
RTX CORP 0.7%
AT&T INC 0.7%
SCHV Underweight Relative to SPDG
BROADCOM INC. -12.2%
VERIZON COMMUNICATIONS INC -6.2%
ACCENTURE PLC-CL A -2.8%
HOME DEPOT INC -2.4%
UNITEDHEALTH GROUP INC -2.1%
ORACLE CORP -2.0%
INTL BUSINESS MACHINES CORP -1.8%
CISCO SYSTEMS INC -1.7%
QUALCOMM INC -1.5%
TEXAS INSTRUMENTS INC -1.3%
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