Fund Overlap

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


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88

Number of overlapping holdings

15.4%

% of VYM's 597 holdings also in SCHD

88.9%

% 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 1.9% 4.0% 1.9%
ABBVIE INC 1.9% 4.0% 1.9%
COCA-COLA CO/THE 1.5% 4.3% 1.5%
CISCO SYSTEMS INC 1.3% 3.9% 1.3%
CHEVRON CORP 1.2% 3.9% 1.2%

Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to SCHD
BROADCOM INC. 5.0%
JPMORGAN CHASE & CO 3.8%
EXXON MOBIL CORP 2.5%
WAL-MART STORES INC 2.3%
PROCTER & GAMBLE CO/THE 2.0%
JOHNSON & JOHNSON 2.0%
UNITEDHEALTH GROUP INC 2.0%
BANK OF AMERICA CORP 1.5%
PHILIP MORRIS INTERNATIONAL 1.4%
WELLS FARGO & CO 1.3%
VYM Underweight Relative to SCHD
CONOCOPHILLIPS -3.7%
ALTRIA GROUP INC -3.7%
LOCKHEED MARTIN CORP -3.7%
VERIZON COMMUNICATIONS INC -3.4%
BRISTOL-MYERS SQUIBB CO -3.0%
AMGEN INC -3.0%
COCA-COLA CO/THE -2.9%
TEXAS INSTRUMENTS INC -2.8%
PEPSICO INC -2.7%
CHEVRON CORP -2.7%
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