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
40%
OVERLAP
BY WEIGHT
39
# OF OVERLAPPING
HOLDINGS
VALQ
226
HOLDINGS
17%
ALSO IN SCHD
SCHD
103
HOLDINGS
41%
ALSO IN VALQ
SECTOR DRIFT (VALQ 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 VALQ |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
QUALCOMM INC | 3.0% | 6.8% | 3.0% |
|
VERIZON COMMUNICATIONS INC | 2.8% | 3.7% | 2.8% |
|
BRISTOL-MYERS SQUIBB CO | 2.7% | 2.9% | 2.7% |
|
MERCK & CO. INC. | 2.6% | 3.9% | 2.6% |
|
LOCKHEED MARTIN CORP | 2.3% | 2.7% | 2.3% |
VALQ Overweight Relative to SCHD
|
CISCO SYSTEMS INC | 3.1% |
|
EXXON MOBIL CORP | 2.2% |
|
INTL BUSINESS MACHINES CORP | 2.1% |
|
UNION PACIFIC CORP | 2.1% |
|
GILEAD SCIENCES INC | 2.0% |
|
JOHNSON & JOHNSON | 2.0% |
|
COLGATE-PALMOLIVE CO | 1.9% |
|
ILLINOIS TOOL WORKS | 1.8% |
|
ABBVIE INC | 1.7% |
|
LOWE'S COS INC | 1.6% |
VALQ Underweight Relative to SCHD
|
UNITEDHEALTH GROUP INC | -4.2% |
|
COCA-COLA CO/THE | -3.8% |
|
QUALCOMM INC | -3.8% |
|
TEXAS INSTRUMENTS INC | -3.6% |
|
AMGEN INC | -3.5% |
|
CONOCOPHILLIPS | -3.2% |
 |
ACCENTURE PLC-CL A | -2.2% |
|
SCHLUMBERGER LTD | -2.1% |
|
BLACKSTONE GROUP LP/THE | -2.0% |
|
ALTRIA GROUP INC | -2.0% |