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
21.7%
% of LVHD's 118 holdings also in SCHD
25.5%
% of SCHD's 103 holdings also in LVHD
Overlap by Weight
Sector Drift (LVHD minus SCHD)
Overlapping Holdings
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| Company | Weight in LVHD |
Weight in SCHD |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 2.8% | 3.6% | 2.8% |
|
LOCKHEED MARTIN CORP | 2.6% | 3.7% | 2.6% |
|
COCA-COLA CO/THE | 2.6% | 3.5% | 2.6% |
|
US BANCORP | 2.5% | 2.9% | 2.5% |
|
HOME DEPOT INC | 2.5% | 4.2% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
LVHD Overweight Relative to SCHD
|
AMERICAN ELECTRIC POWER | 2.7% |
|
SOUTHERN CO | 2.7% |
|
JOHNSON & JOHNSON | 2.6% |
|
KEURIG DR PEPPER INC. | 2.5% |
|
XCEL ENERGY INC | 2.5% |
|
DUKE ENERGY CORP | 2.4% |
|
INTL BUSINESS MACHINES CORP | 2.4% |
 |
MEDTRONIC PLC | 2.3% |
|
GENERAL MILLS INC | 2.1% |
|
KRAFT HEINZ COMPANY | 2.0% |
LVHD Underweight Relative to SCHD
|
ABBVIE INC | -4.1% |
|
TEXAS INSTRUMENTS INC | -4.0% |
|
PFIZER INC | -3.9% |
|
AMGEN INC | -3.8% |
|
EOG RESOURCES, INC. | -2.7% |
|
UNITED PARCEL SERVICE-CL B | -2.2% |
|
CISCO SYSTEMS INC | -2.1% |
|
CHEVRON CORP | -1.9% |
|
BRISTOL-MYERS SQUIBB CO | -1.9% |
|
FASTENAL CO | -1.8% |