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
32%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
SCHD
103
HOLDINGS
15%
ALSO IN TBG
TBG
35
HOLDINGS
40%
ALSO IN SCHD
SECTOR DRIFT (SCHD minus TBG)
OVERLAPPING HOLDINGS
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| Company | Weight in SCHD |
Weight in TBG |
Overlap | |
|---|---|---|---|---|
 |
MERCK & CO. INC. | 3.9% | 4.0% | 3.9% |
|
CHEVRON CORP | 3.8% | 3.5% | 3.5% |
|
VERIZON COMMUNICATIONS INC | 3.7% | 3.4% | 3.4% |
|
PEPSICO INC | 3.4% | 3.2% | 3.2% |
|
PROCTER & GAMBLE CO/THE | 3.6% | 3.2% | 3.2% |
SCHD Overweight Relative to TBG
|
QUALCOMM INC | 6.8% |
|
COCA-COLA CO/THE | 4.0% |
|
CONOCOPHILLIPS | 3.5% |
|
HOME DEPOT INC | 3.4% |
|
TEXAS INSTRUMENTS INC | 3.1% |
|
ABBOTT LABORATORIES | 3.0% |
|
ALTRIA GROUP INC | 2.9% |
|
BRISTOL-MYERS SQUIBB CO | 2.9% |
|
UNITEDHEALTH GROUP INC | 2.6% |
|
AUTOMATIC DATA PROCESSING | 2.3% |
SCHD Underweight Relative to TBG
|
CISCO SYSTEMS INC | -4.5% |
|
SIMON PROPERTY GROUP INC | -4.1% |
|
BROOKFIELD INFRASTRUCTURE CORPORATIO | -3.4% |
|
AMERICAN ELECTRIC POWER | -3.0% |
|
JOHNSON & JOHNSON | -2.9% |
|
ENERGY TRANSFER, L.P. | -2.8% |
|
VICI PROPERTIES INC | -2.8% |
|
ENTERPRISE PRODUCTS PARTNERS | -2.7% |
|
GILEAD SCIENCES INC | -2.7% |
|
MOELIS & CO - CLASS A | -2.6% |