Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
29.4%
% of KVLE's 87 holdings also in SCHD
25.5%
% 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 | 2.1% | 3.9% | 2.1% |
|
CISCO SYSTEMS INC | 2.0% | 4.2% | 2.0% |
|
ALTRIA GROUP INC | 1.7% | 3.4% | 1.7% |
|
BRISTOL-MYERS SQUIBB CO | 1.7% | 4.1% | 1.7% |
|
TEXAS INSTRUMENTS INC | 1.6% | 4.1% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
KVLE Overweight Relative to SCHD
|
NVIDIA CORP | 7.3% |
|
MICROSOFT CORP | 5.8% |
|
APPLE INC | 5.8% |
|
ALPHABET INC. CLASS C | 3.9% |
|
AMAZON.COM INC | 3.5% |
|
META PLATFORMS INC | 2.3% |
|
GOLDMAN SACHS GROUP INC | 1.8% |
|
GILEAD SCIENCES INC | 1.7% |
|
AUTOMATIC DATA PROCESSING | 1.7% |
|
AMPHENOL CORP-CL A | 1.6% |
KVLE Underweight Relative to SCHD
|
COCA-COLA CO/THE | -3.9% |
|
PEPSICO INC | -3.8% |
|
AMGEN INC | -3.3% |
|
CHEVRON CORP | -3.2% |
|
ABBVIE INC | -3.1% |
|
PFIZER INC | -3.0% |
|
EOG RESOURCES, INC. | -2.9% |
|
US BANCORP | -2.9% |
|
LOCKHEED MARTIN CORP | -2.7% |
|
TEXAS INSTRUMENTS INC | -2.5% |