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   

273

Number of overlapping holdings

54.7%

% of SCHV's 527 holdings also in VYM

47.8%

% of VYM's 595 holdings also in SCHV

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

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Company Weight
in SCHV
Weight
in VYM
Overlap
JPMORGAN CHASE & CO 3.1% 3.9% 3.1%
EXXON MOBIL CORP 1.9% 2.4% 1.9%
WAL-MART STORES INC 1.7% 2.2% 1.7%
PROCTER & GAMBLE CO/THE 1.6% 2.0% 1.6%
JOHNSON & JOHNSON 1.5% 1.9% 1.5%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to VYM
BERKSHIRE HATHAWAY INC-CL B 3.7%
ORACLE CORP 1.2%
WALT DISNEY CO/THE 0.9%
AMERICAN EXPRESS CO 0.7%
BOEING CO 0.7%
BOSTON SCIENTIFIC CORP 0.6%
SCHWAB (CHARLES) CORP 0.6%
TJX COMPANIES INC 0.6%
APPLIED MATERIALS INC 0.6%
STRYKER CORP 0.5%
SCHV Underweight Relative to VYM
BROADCOM INC. -5.9%
UNITEDHEALTH GROUP INC -1.4%
ACCENTURE PLC-CL A -1.0%
PROGRESSIVE CORP -0.8%
JPMORGAN CHASE & CO -0.8%
BLACKROCK INC -0.8%
EXXON MOBIL CORP -0.5%
ELEVANCE HEALTH INC -0.5%
WAL-MART STORES INC -0.4%
PROCTER & GAMBLE CO/THE -0.4%
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