Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
34.7%
% of HDV's 75 holdings also in SCHD
26.5%
% of SCHD's 103 holdings also in HDV
Overlap by Weight
Sector Drift (HDV minus SCHD)
Overlapping Holdings
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| Company | Weight in HDV |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 7.1% | 4.2% | 4.2% |
|
CISCO SYSTEMS INC | 4.2% | 4.4% | 4.2% |
|
ABBVIE INC | 5.1% | 4.1% | 4.1% |
|
PEPSICO INC | 3.7% | 3.7% | 3.7% |
|
ALTRIA GROUP INC | 3.9% | 3.6% | 3.6% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to SCHD
|
EXXON MOBIL CORP | 10.1% |
|
JOHNSON & JOHNSON | 6.2% |
|
AT&T INC | 4.6% |
|
PHILIP MORRIS INTERNATIONAL | 4.6% |
|
MERCK & CO. INC. | 3.6% |
|
INTL BUSINESS MACHINES CORP | 3.3% |
|
CHEVRON CORP | 2.9% |
|
CONOCOPHILLIPS | 2.2% |
 |
MEDTRONIC PLC | 1.9% |
|
SOUTHERN CO | 1.7% |
HDV Underweight Relative to SCHD
|
BRISTOL-MYERS SQUIBB CO | -4.3% |
|
HOME DEPOT INC | -4.2% |
|
VERIZON COMMUNICATIONS INC | -3.9% |
|
PFIZER INC | -3.9% |
|
UNITED PARCEL SERVICE-CL B | -3.8% |
|
AMGEN INC | -3.8% |
|
US BANCORP | -2.9% |
|
LOCKHEED MARTIN CORP | -2.4% |
|
FASTENAL CO | -1.8% |
|
VALERO ENERGY CORP | -1.6% |