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
44%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
SCHD
103
HOLDINGS
28%
ALSO IN HDV
HDV
74
HOLDINGS
36%
ALSO IN SCHD
SECTOR DRIFT (SCHD minus HDV)
OVERLAPPING HOLDINGS
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| Company | Weight in SCHD |
Weight in HDV |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 4.0% | 6.3% | 4.0% |
|
MERCK & CO. INC. | 4.0% | 4.2% | 4.0% |
|
COCA-COLA CO/THE | 4.0% | 3.9% | 3.9% |
|
PROCTER & GAMBLE CO/THE | 3.7% | 4.5% | 3.7% |
|
TEXAS INSTRUMENTS INC | 5.6% | 3.6% | 3.6% |
SCHD Overweight Relative to HDV
|
UNITEDHEALTH GROUP INC | 5.4% |
|
AMGEN INC | 3.6% |
|
VERIZON COMMUNICATIONS INC | 3.5% |
|
ABBOTT LABORATORIES | 3.2% |
|
QUALCOMM INC | 3.0% |
|
BRISTOL-MYERS SQUIBB CO | 3.0% |
|
LOCKHEED MARTIN CORP | 2.7% |
|
AUTOMATIC DATA PROCESSING | 2.4% |
|
COMCAST CORP-CL A | 2.2% |
|
UNITED PARCEL SERVICE-CL B | 2.0% |
SCHD Underweight Relative to HDV
|
EXXON MOBIL CORP | -8.2% |
|
ABBVIE INC | -5.9% |
|
JOHNSON & JOHNSON | -5.8% |
|
PHILIP MORRIS INTERNATIONAL | -4.5% |
|
PROGRESSIVE CORP | -3.9% |
|
CHEVRON CORP | -2.3% |
|
US BANCORP | -1.7% |
 |
MEDTRONIC PLC | -1.6% |
|
DUKE ENERGY CORP | -1.5% |
|
SOUTHERN CO | -1.5% |