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
22%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
SCHD
103
HOLDINGS
17%
ALSO IN MBOX
MBOX
48
HOLDINGS
33%
ALSO IN SCHD
SECTOR DRIFT (SCHD minus MBOX)
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 SCHD |
Weight in MBOX |
Overlap | |
|---|---|---|---|---|
 |
QUALCOMM INC | 6.8% | 2.7% | 2.7% |
|
MERCK & CO. INC. | 3.9% | 2.2% | 2.2% |
|
AMGEN INC | 3.5% | 2.2% | 2.2% |
|
AUTOMATIC DATA PROCESSING | 2.3% | 2.1% | 2.1% |
|
UNITEDHEALTH GROUP INC | 5.1% | 2.1% | 2.1% |
SCHD Overweight Relative to MBOX
|
TEXAS INSTRUMENTS INC | 5.9% |
|
QUALCOMM INC | 4.0% |
|
COCA-COLA CO/THE | 4.0% |
|
CHEVRON CORP | 3.8% |
|
PROCTER & GAMBLE CO/THE | 3.6% |
|
CONOCOPHILLIPS | 3.5% |
|
PEPSICO INC | 3.4% |
|
HOME DEPOT INC | 3.4% |
|
UNITEDHEALTH GROUP INC | 3.0% |
|
ABBOTT LABORATORIES | 3.0% |
SCHD Underweight Relative to MBOX
|
DELL TECHNOLOGIES INC CLASS C | -4.1% |
|
MORGAN STANLEY | -2.8% |
 |
ASML HOLDING NV-NY REG SHS | -2.7% |
|
KLA CORPORATION | -2.6% |
|
BROADCOM INC. | -2.6% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.6% |
|
JPMORGAN CHASE & CO | -2.5% |
|
GOLDMAN SACHS GROUP INC | -2.4% |
|
EXXON MOBIL CORP | -2.3% |
|
MARATHON PETROLEUM | -2.2% |