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
30%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
SCHD
102
HOLDINGS
28%
ALSO IN LVHD
LVHD
119
HOLDINGS
24%
ALSO IN SCHD
SECTOR DRIFT (SCHD minus LVHD)
OVERLAPPING HOLDINGS
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| Company | Weight in SCHD |
Weight in LVHD |
Overlap | |
|---|---|---|---|---|
 |
CISCO SYSTEMS INC | 3.7% | 3.1% | 3.1% |
|
CHEVRON CORP | 4.1% | 2.8% | 2.8% |
|
VERIZON COMMUNICATIONS INC | 3.8% | 2.7% | 2.7% |
|
LOCKHEED MARTIN CORP | 4.4% | 2.6% | 2.6% |
|
COCA-COLA CO/THE | 3.8% | 2.6% | 2.6% |
SCHD Overweight Relative to LVHD
|
BRISTOL-MYERS SQUIBB CO | 4.2% |
|
MERCK & CO. INC. | 4.2% |
|
CONOCOPHILLIPS | 4.1% |
|
TEXAS INSTRUMENTS INC | 4.0% |
|
ABBVIE INC | 3.7% |
|
PEPSICO INC | 3.6% |
|
AMGEN INC | 3.6% |
|
UNITED PARCEL SERVICE-CL B | 3.2% |
|
SCHLUMBERGER LTD | 2.7% |
|
EOG RESOURCES, INC. | 2.3% |
SCHD Underweight Relative to LVHD
|
US BANCORP | -2.8% |
|
JOHNSON & JOHNSON | -2.8% |
|
MCDONALD'S CORP | -2.6% |
 |
MEDTRONIC PLC | -2.6% |
|
AMERICAN ELECTRIC POWER | -2.6% |
|
PROCTER & GAMBLE CO/THE | -2.4% |
|
DUKE ENERGY CORP | -2.4% |
|
SOUTHERN CO | -2.4% |
|
PNC FINANCIAL SERVICES GROUP | -2.1% |
|
MONDELEZ INTERNATIONAL INC-A | -2.0% |