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
31%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
TBG
36
HOLDINGS
33%
ALSO IN SCHD
SCHD
102
HOLDINGS
12%
ALSO IN TBG
SECTOR DRIFT (TBG minus SCHD)
OVERLAPPING HOLDINGS
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| Company | Weight in TBG |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
MERCK & CO. INC. | 5.2% | 4.2% | 4.2% |
|
CHEVRON CORP | 4.1% | 4.1% | 4.1% |
|
VERIZON COMMUNICATIONS INC | 3.9% | 3.8% | 3.8% |
|
CISCO SYSTEMS INC | 4.0% | 3.7% | 3.7% |
|
LOCKHEED MARTIN CORP | 3.4% | 4.4% | 3.4% |
TBG Overweight Relative to SCHD
|
SIMON PROPERTY GROUP INC | 5.0% |
|
JOHNSON & JOHNSON | 3.9% |
|
GILEAD SCIENCES INC | 3.4% |
|
BLACKSTONE GROUP LP/THE | 3.3% |
|
BROOKFIELD INFRASTRUCTURE CORPORATIO | 3.0% |
|
ENTERPRISE PRODUCTS PARTNERS | 3.0% |
|
ENERGY TRANSFER, L.P. | 3.0% |
|
AMERICAN ELECTRIC POWER | 2.9% |
|
CUMMINS INC | 2.9% |
|
MORGAN STANLEY | 2.6% |
TBG Underweight Relative to SCHD
|
BRISTOL-MYERS SQUIBB CO | -4.2% |
|
CONOCOPHILLIPS | -4.1% |
|
HOME DEPOT INC | -4.0% |
|
COCA-COLA CO/THE | -3.8% |
|
ABBVIE INC | -3.7% |
|
UNITED PARCEL SERVICE-CL B | -3.2% |
|
SCHLUMBERGER LTD | -2.7% |
|
EOG RESOURCES, INC. | -2.3% |
|
VALERO ENERGY CORP | -2.2% |
|
FORD MOTOR CO | -2.2% |