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
TBG
35
HOLDINGS
40%
ALSO IN SCHD
SCHD
103
HOLDINGS
15%
ALSO IN TBG
SECTOR DRIFT (TBG 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 TBG |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
MERCK & CO. INC. | 4.0% | 3.9% | 3.9% |
|
CHEVRON CORP | 3.5% | 3.8% | 3.5% |
|
VERIZON COMMUNICATIONS INC | 3.4% | 3.7% | 3.4% |
|
PEPSICO INC | 3.2% | 3.4% | 3.2% |
|
PROCTER & GAMBLE CO/THE | 3.2% | 3.6% | 3.2% |
TBG Overweight Relative to SCHD
|
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% |
TBG Underweight Relative to SCHD
|
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% |