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 PWV
28.0%
% of PWV's 50 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus PWV)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in PWV |
Overlap | |
|---|---|---|---|---|
 |
CISCO SYSTEMS INC | 4.2% | 3.6% | 3.6% |
|
ABBVIE INC | 4.2% | 3.5% | 3.5% |
|
CHEVRON CORP | 4.1% | 3.4% | 3.4% |
|
TEXAS INSTRUMENTS INC | 4.1% | 3.3% | 3.3% |
|
HOME DEPOT INC | 3.9% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to PWV
|
COCA-COLA CO/THE | 4.2% |
|
BRISTOL-MYERS SQUIBB CO | 4.1% |
|
PEPSICO INC | 3.8% |
|
UNITED PARCEL SERVICE-CL B | 3.6% |
|
PFIZER INC | 2.9% |
|
US BANCORP | 2.9% |
|
LOCKHEED MARTIN CORP | 2.5% |
|
ALTRIA GROUP INC | 2.0% |
|
PAYCHEX INC | 1.8% |
|
FASTENAL CO | 1.6% |
SCHD Underweight Relative to PWV
|
INTL BUSINESS MACHINES CORP | -3.5% |
|
JPMORGAN CHASE & CO | -3.4% |
|
BANK OF AMERICA CORP | -3.4% |
|
JOHNSON & JOHNSON | -3.3% |
|
WELLS FARGO & CO | -3.2% |
|
PROCTER & GAMBLE CO/THE | -3.2% |
|
EXXON MOBIL CORP | -3.2% |
|
CATERPILLAR INC | -3.1% |
|
CHENIERE ENERGY INC | -1.6% |
|
ENERGY TRANSFER, L.P. | -1.6% |