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
35.6%
% of HDV's 75 holdings also in SCHD
26.0%
% of SCHD's 104 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 | 5.5% | 4.4% | 4.4% |
|
ABBVIE INC | 5.1% | 3.9% | 3.9% |
|
MERCK & CO. INC. | 3.5% | 3.8% | 3.5% |
|
COCA-COLA CO/THE | 3.4% | 4.0% | 3.4% |
|
PEPSICO INC | 3.4% | 3.9% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
HDV Overweight Relative to SCHD
|
EXXON MOBIL CORP | 8.4% |
|
JOHNSON & JOHNSON | 5.4% |
|
PROGRESSIVE CORP | 4.9% |
|
PROCTER & GAMBLE CO/THE | 4.3% |
|
AT&T INC | 3.9% |
|
PHILIP MORRIS INTERNATIONAL | 3.9% |
|
CME GROUP INC | 3.9% |
|
INTL BUSINESS MACHINES CORP | 2.7% |
|
MCDONALD'S CORP | 2.4% |
|
BLACKSTONE GROUP LP/THE | 1.9% |
HDV Underweight Relative to SCHD
|
VERIZON COMMUNICATIONS INC | -4.2% |
|
BRISTOL-MYERS SQUIBB CO | -4.0% |
|
AMGEN INC | -3.9% |
|
HOME DEPOT INC | -3.7% |
|
UNITED PARCEL SERVICE-CL B | -3.2% |
|
CONOCOPHILLIPS | -2.7% |
|
LOCKHEED MARTIN CORP | -2.5% |
|
TARGET CORP | -1.9% |
|
EOG RESOURCES, INC. | -1.8% |
|
FASTENAL CO | -1.7% |