Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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27
Number of overlapping holdings
30.0%
% of KVLE's 91 holdings also in SCHD
27.3%
% of SCHD's 103 holdings also in KVLE
Overlap by Weight
Sector Drift (KVLE minus SCHD)
Overlapping Holdings
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| Company | Weight in KVLE |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
HOME DEPOT INC | 2.2% | 4.0% | 2.2% |
|
CISCO SYSTEMS INC | 2.0% | 3.8% | 2.0% |
|
BRISTOL-MYERS SQUIBB CO | 1.9% | 3.6% | 1.9% |
|
ALTRIA GROUP INC | 1.9% | 4.2% | 1.9% |
|
UNITED PARCEL SERVICE-CL B | 1.8% | 3.0% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
KVLE Overweight Relative to SCHD
|
APPLE INC | 5.4% |
|
MICROSOFT CORP | 5.4% |
|
NVIDIA CORP | 5.2% |
|
ALPHABET INC. CLASS C | 4.4% |
|
META PLATFORMS INC | 2.3% |
|
AMAZON.COM INC | 2.2% |
|
GILEAD SCIENCES INC | 2.1% |
|
ILLINOIS TOOL WORKS | 1.8% |
|
PFIZER INC | 1.8% |
|
AUTOMATIC DATA PROCESSING | 1.8% |
KVLE Underweight Relative to SCHD
|
CONOCOPHILLIPS | -4.4% |
|
COCA-COLA CO/THE | -4.2% |
|
PEPSICO INC | -4.0% |
|
MERCK & CO. INC. | -3.1% |
|
LOCKHEED MARTIN CORP | -3.1% |
|
CHEVRON CORP | -3.0% |
|
AMGEN INC | -2.9% |
|
VERIZON COMMUNICATIONS INC | -2.8% |
|
EOG RESOURCES, INC. | -2.7% |
|
ALTRIA GROUP INC | -2.4% |