Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
14.3%
% of SCHD's 103 holdings also in PEY
28.6%
% of PEY's 49 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus PEY)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in PEY |
Overlap | |
|---|---|---|---|---|
 |
PFIZER INC | 4.3% | 3.2% | 3.2% |
|
ALTRIA GROUP INC | 3.4% | 3.0% | 3.0% |
|
VERIZON COMMUNICATIONS INC | 3.8% | 2.6% | 2.6% |
|
UNITED PARCEL SERVICE-CL B | 3.2% | 2.0% | 2.0% |
|
BRISTOL-MYERS SQUIBB CO | 4.2% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to PEY
|
ABBVIE INC | 4.3% |
|
AMGEN INC | 4.2% |
|
COCA-COLA CO/THE | 4.2% |
|
CISCO SYSTEMS INC | 4.2% |
|
HOME DEPOT INC | 4.0% |
|
PEPSICO INC | 3.9% |
|
TEXAS INSTRUMENTS INC | 3.9% |
|
LOCKHEED MARTIN CORP | 3.7% |
|
EOG RESOURCES, INC. | 2.7% |
|
BRISTOL-MYERS SQUIBB CO | 2.2% |
SCHD Underweight Relative to PEY
|
WALGREENS BOOTS ALLIANCE INC | -4.8% |
|
FRANKLIN RESOURCES INC | -2.6% |
|
UNIVERSAL CORP/VA | -2.6% |
|
FIRST INTERSTATE BANCSYS/MT | -2.5% |
|
UGI CORP | -2.4% |
|
AVISTA CORP | -2.3% |
|
NORTHWESTERN CORP | -2.2% |
|
MANPOWER INC | -2.1% |
|
COGENT COMMUNICATIONS HOLDINGS INC | -2.1% |
|
TRUIST FINANCIAL CORPORATION | -2.1% |