Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
11
Number of overlapping holdings
22.4%
% of PWV's 49 holdings also in SCHD
11.2%
% of SCHD's 103 holdings also in PWV
Overlap by Weight
Sector Drift (PWV minus SCHD)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in PWV |
Weight in SCHD |
Overlap | |
---|---|---|---|---|
VERIZON COMMUNICATIONS INC | 3.4% | 4.1% | 3.4% | |
CHEVRON CORP | 3.3% | 4.1% | 3.3% | |
COCA-COLA CO/THE | 3.2% | 3.7% | 3.2% | |
AMGEN INC | 3.2% | 3.7% | 3.2% | |
ABBVIE INC | 3.1% | 3.7% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
PWV Overweight Relative to SCHD
INTL BUSINESS MACHINES CORP | 3.8% | |
WELLS FARGO & CO | 3.7% | |
BANK OF AMERICA CORP | 3.4% | |
ABBOTT LABORATORIES | 3.4% | |
JPMORGAN CHASE & CO | 3.3% | |
EXXON MOBIL CORP | 3.3% | |
JOHNSON & JOHNSON | 3.2% | |
PROCTER & GAMBLE CO/THE | 3.2% | |
BERKSHIRE HATHAWAY INC-CL B | 3.2% | |
MORGAN STANLEY | 1.6% |
PWV Underweight Relative to SCHD
CISCO SYSTEMS INC | -4.4% | |
HOME DEPOT INC | -4.4% | |
BRISTOL-MYERS SQUIBB CO | -4.1% | |
PFIZER INC | -4.0% | |
UNITED PARCEL SERVICE-CL B | -3.8% | |
PEPSICO INC | -3.8% | |
ALTRIA GROUP INC | -3.3% | |
US BANCORP | -2.9% | |
LOCKHEED MARTIN CORP | -2.6% | |
PAYCHEX INC | -1.7% |