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   

7

Number of overlapping holdings

28.0%

% of SDEP's 25 holdings also in SCHD

7.1%

% of SCHD's 103 holdings also in SDEP

Overlap by Weight
Sector Drift (SDEP minus SCHD)
Overlapping Holdings

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in SDEP
Weight
in SCHD
Overlap
HOME DEPOT INC 4.1% 4.0% 4.0%
ABBVIE INC 3.9% 4.0% 3.9%
COCA-COLA CO/THE 3.9% 4.3% 3.9%
LOCKHEED MARTIN CORP 3.9% 4.2% 3.9%
CISCO SYSTEMS INC 3.9% 3.9% 3.9%

Position Highlights (Non-Overlapping Exposures)
SDEP Overweight Relative to SCHD
ALPHABET INC. CLASS C 5.2%
APPLE INC 4.1%
TJX COMPANIES INC 4.1%
ELI LILLY & CO 4.1%
NVIDIA CORP 4.0%
BROADCOM INC. 4.0%
JOHNSON & JOHNSON 4.0%
UNITEDHEALTH GROUP INC 4.0%
PROCTER & GAMBLE CO/THE 4.0%
AUTOMATIC DATA PROCESSING 3.9%
SDEP Underweight Relative to SCHD
VERIZON COMMUNICATIONS INC -4.3%
ALTRIA GROUP INC -4.3%
CHEVRON CORP -3.9%
MERCK & CO. INC. -3.8%
AMGEN INC -3.8%
BRISTOL-MYERS SQUIBB CO -3.6%
TEXAS INSTRUMENTS INC -3.6%
UNITED PARCEL SERVICE-CL B -3.0%
EOG RESOURCES, INC. -2.6%
ONEOK INC -2.2%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY