Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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| 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% |