Fund Overlap

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


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87

Number of overlapping holdings

16.1%

% of VYM's 566 holdings also in SCHD

87.9%

% of SCHD's 103 holdings also in VYM

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

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Company Weight
in VYM
Weight
in SCHD
Overlap
HOME DEPOT INC 2.0% 3.4% 2.0%
ABBVIE INC 1.8% 3.8% 1.8%
CHEVRON CORP 1.6% 4.0% 1.6%
COCA-COLA CO/THE 1.5% 4.2% 1.5%
PEPSICO INC 1.4% 4.0% 1.4%

Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to SCHD
BROADCOM INC. 3.7%
JPMORGAN CHASE & CO 3.5%
EXXON MOBIL CORP 2.7%
PROCTER & GAMBLE CO/THE 2.4%
JOHNSON & JOHNSON 2.2%
MERCK & CO. INC. 2.0%
WAL-MART STORES INC 1.7%
BANK OF AMERICA CORP 1.7%
QUALCOMM INC 1.4%
WELLS FARGO & CO 1.3%
VYM Underweight Relative to SCHD
LOCKHEED MARTIN CORP -3.7%
TEXAS INSTRUMENTS INC -3.7%
AMGEN INC -3.4%
PFIZER INC -3.2%
UNITED PARCEL SERVICE-CL B -3.1%
BLACKROCK INC -3.1%
VERIZON COMMUNICATIONS INC -3.0%
ALTRIA GROUP INC -3.0%
BRISTOL-MYERS SQUIBB CO -2.7%
COCA-COLA CO/THE -2.7%
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