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
HDV
74
HOLDINGS
36%
ALSO IN SCHD
SCHD
103
HOLDINGS
28%
ALSO IN HDV
SECTOR DRIFT (HDV minus SCHD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in HDV |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
COCA-COLA CO/THE | 3.9% | 4.0% | 3.9% |
|
TEXAS INSTRUMENTS INC | 3.9% | 5.9% | 3.9% |
|
MERCK & CO. INC. | 4.1% | 3.9% | 3.9% |
|
CHEVRON CORP | 6.1% | 3.8% | 3.8% |
|
PROCTER & GAMBLE CO/THE | 4.4% | 3.6% | 3.6% |
HDV Overweight Relative to SCHD
|
EXXON MOBIL CORP | 8.0% |
|
ABBVIE INC | 5.6% |
|
JOHNSON & JOHNSON | 5.6% |
|
PHILIP MORRIS INTERNATIONAL | 4.5% |
|
PROGRESSIVE CORP | 3.6% |
|
CHEVRON CORP | 2.3% |
|
US BANCORP | 1.6% |
|
DUKE ENERGY CORP | 1.5% |
|
SOUTHERN CO | 1.5% |
|
PNC FINANCIAL SERVICES GROUP | 1.4% |
HDV Underweight Relative to SCHD
|
UNITEDHEALTH GROUP INC | -5.1% |
|
VERIZON COMMUNICATIONS INC | -3.7% |
|
AMGEN INC | -3.5% |
|
QUALCOMM INC | -3.4% |
|
ABBOTT LABORATORIES | -3.0% |
|
BRISTOL-MYERS SQUIBB CO | -2.9% |
|
LOCKHEED MARTIN CORP | -2.7% |
|
AUTOMATIC DATA PROCESSING | -2.3% |
|
COMCAST CORP-CL A | -2.2% |
|
TEXAS INSTRUMENTS INC | -2.0% |