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   

421

Number of overlapping holdings

61.5%

% of STXV's 692 holdings also in SCHV

87.9%

% of SCHV's 506 holdings also in STXV

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

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Company Weight
in STXV
Weight
in SCHV
Overlap
JPMORGAN CHASE & CO 4.0% 2.7% 2.7%
EXXON MOBIL CORP 3.4% 2.3% 2.3%
JOHNSON & JOHNSON 1.8% 1.7% 1.7%
BERKSHIRE HATHAWAY INC-CL B 1.4% 3.5% 1.4%
WAL-MART STORES INC 1.5% 1.4% 1.4%

Position Highlights (Non-Overlapping Exposures)
STXV Overweight Relative to SCHV
JPMORGAN CHASE & CO 1.3%
EXXON MOBIL CORP 1.1%
UNITEDHEALTH GROUP INC 0.7%
BANK OF AMERICA CORP 0.7%
CIGNA CORPORATION 0.6%
CHEVRON CORP 0.6%
ELEVANCE HEALTH INC 0.6%
EOG RESOURCES, INC. 0.5%
GENERAL ELECTRIC COMPANY 0.5%
MCKESSON CORP 0.5%
STXV Underweight Relative to SCHV
BERKSHIRE HATHAWAY INC-CL B -2.2%
ORACLE CORP -1.0%
HOME DEPOT INC -0.9%
PROCTER & GAMBLE CO/THE -0.8%
QUALCOMM INC -0.8%
APPLIED MATERIALS INC -0.8%
ABBOTT LABORATORIES -0.7%
UBER TECHNOLOGIES, INC. -0.6%
TEXAS INSTRUMENTS INC -0.6%
TJX COMPANIES INC -0.6%
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