Fund Overlap

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


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433

Number of overlapping holdings

86.6%

% of SCHV's 527 holdings also in STXV

62.9%

% of STXV's 694 holdings also in SCHV

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

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Company Weight
in SCHV
Weight
in STXV
Overlap
JPMORGAN CHASE & CO 3.0% 3.0% 3.0%
EXXON MOBIL CORP 2.0% 3.2% 2.0%
JOHNSON & JOHNSON 1.6% 2.5% 1.6%
BANK OF AMERICA CORP 1.2% 1.8% 1.2%
PHILIP MORRIS INTERNATIONAL 1.1% 1.6% 1.1%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to STXV
BERKSHIRE HATHAWAY INC-CL B 3.1%
WAL-MART STORES INC 1.2%
ORACLE CORP 1.0%
AMERICAN EXPRESS CO 0.7%
BOSTON SCIENTIFIC CORP 0.6%
TJX COMPANIES INC 0.6%
HOME DEPOT INC 0.6%
STRYKER CORP 0.6%
COCA-COLA CO/THE 0.6%
BOEING CO 0.5%
SCHV Underweight Relative to STXV
EXXON MOBIL CORP -1.2%
JOHNSON & JOHNSON -1.0%
UNITEDHEALTH GROUP INC -0.8%
ELEVANCE HEALTH INC -0.6%
BANK OF AMERICA CORP -0.6%
CHEVRON CORP -0.6%
MCKESSON CORP -0.6%
AT&T INC -0.5%
PHILIP MORRIS INTERNATIONAL -0.5%
T-MOBILE US, INC. -0.4%
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