Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
26.5%
% of SCHD's 103 holdings also in HDV
34.7%
% of HDV's 75 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus HDV)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in HDV |
Overlap | |
|---|---|---|---|---|
 |
CHEVRON CORP | 4.2% | 7.1% | 4.2% |
|
CISCO SYSTEMS INC | 4.4% | 4.2% | 4.2% |
|
ABBVIE INC | 4.1% | 5.1% | 4.1% |
|
PEPSICO INC | 3.7% | 3.7% | 3.7% |
|
ALTRIA GROUP INC | 3.6% | 3.9% | 3.6% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to HDV
|
BRISTOL-MYERS SQUIBB CO | 4.3% |
|
HOME DEPOT INC | 4.2% |
|
VERIZON COMMUNICATIONS INC | 3.9% |
|
PFIZER INC | 3.9% |
|
UNITED PARCEL SERVICE-CL B | 3.8% |
|
AMGEN INC | 3.8% |
|
US BANCORP | 2.9% |
|
LOCKHEED MARTIN CORP | 2.4% |
|
FASTENAL CO | 1.8% |
|
VALERO ENERGY CORP | 1.6% |
SCHD Underweight Relative to HDV
|
EXXON MOBIL CORP | -10.1% |
|
JOHNSON & JOHNSON | -6.2% |
|
AT&T INC | -4.6% |
|
PHILIP MORRIS INTERNATIONAL | -4.6% |
|
MERCK & CO. INC. | -3.6% |
|
INTL BUSINESS MACHINES CORP | -3.3% |
|
CHEVRON CORP | -2.9% |
|
CONOCOPHILLIPS | -2.2% |
 |
MEDTRONIC PLC | -1.9% |
|
SOUTHERN CO | -1.7% |