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
OVERLAP
21%
OVERLAP
BY WEIGHT
80
# OF OVERLAPPING
HOLDINGS
VYM
617
HOLDINGS
13%
ALSO IN SCHD
SCHD
103
HOLDINGS
83%
ALSO IN VYM
SECTOR DRIFT (VYM minus SCHD)
OVERLAPPING HOLDINGS
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| Company | Weight in VYM |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
UNITEDHEALTH GROUP INC | 1.4% | 5.1% | 1.4% |
|
CHEVRON CORP | 1.4% | 3.8% | 1.4% |
|
PROCTER & GAMBLE CO/THE | 1.4% | 3.6% | 1.4% |
|
HOME DEPOT INC | 1.3% | 3.4% | 1.3% |
|
COCA-COLA CO/THE | 1.2% | 4.0% | 1.2% |
VYM Overweight Relative to SCHD
|
BROADCOM INC. | 8.4% |
|
JPMORGAN CHASE & CO | 3.1% |
|
EXXON MOBIL CORP | 2.5% |
|
JOHNSON & JOHNSON | 2.2% |
|
COTERRA ENERGY INC. | 2.1% |
|
CISCO SYSTEMS INC | 1.9% |
|
CATERPILLAR INC | 1.6% |
|
ABBVIE INC | 1.6% |
|
ORACLE CORP | 1.5% |
|
BANK OF AMERICA CORP | 1.4% |
VYM Underweight Relative to SCHD
|
QUALCOMM INC | -5.7% |
|
TEXAS INSTRUMENTS INC | -4.8% |
|
UNITEDHEALTH GROUP INC | -3.7% |
|
CONOCOPHILLIPS | -2.9% |
|
VERIZON COMMUNICATIONS INC | -2.8% |
|
AMGEN INC | -2.8% |
|
COCA-COLA CO/THE | -2.7% |
|
MERCK & CO. INC. | -2.7% |
|
PEPSICO INC | -2.6% |
|
ALTRIA GROUP INC | -2.5% |