Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
24.0%
% of SCHD's 104 holdings also in LVHD
21.8%
% of LVHD's 113 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus LVHD)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in LVHD |
Overlap | |
|---|---|---|---|---|
 |
ALTRIA GROUP INC | 3.9% | 2.9% | 2.9% |
|
COCA-COLA CO/THE | 4.0% | 2.8% | 2.8% |
|
CHEVRON CORP | 4.4% | 2.6% | 2.6% |
|
PEPSICO INC | 3.9% | 2.5% | 2.5% |
|
CISCO SYSTEMS INC | 3.8% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to LVHD
|
CONOCOPHILLIPS | 4.6% |
|
VERIZON COMMUNICATIONS INC | 4.2% |
|
BRISTOL-MYERS SQUIBB CO | 4.0% |
|
ABBVIE INC | 3.9% |
|
AMGEN INC | 3.9% |
|
MERCK & CO. INC. | 3.8% |
|
TEXAS INSTRUMENTS INC | 3.6% |
|
UNITED PARCEL SERVICE-CL B | 3.2% |
|
EOG RESOURCES, INC. | 2.8% |
|
SCHLUMBERGER LTD | 2.3% |
SCHD Underweight Relative to LVHD
|
INTL BUSINESS MACHINES CORP | -3.1% |
|
MCDONALD'S CORP | -2.9% |
|
PHILIP MORRIS INTERNATIONAL | -2.9% |
|
JOHNSON & JOHNSON | -2.7% |
|
SOUTHERN CO | -2.6% |
|
DUKE ENERGY CORP | -2.4% |
|
MONDELEZ INTERNATIONAL INC-A | -2.4% |
|
US BANCORP | -2.3% |
|
AMERICAN ELECTRIC POWER | -2.3% |
|
KEURIG DR PEPPER INC. | -2.3% |