Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
21.4%
% of SCHD's 103 holdings also in SPDV
38.9%
% of SPDV's 54 holdings also in SCHD
Overlap by Weight
Sector Drift (SCHD minus SPDV)
Overlapping Holdings
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| Company | Weight in SCHD |
Weight in SPDV |
Overlap | |
|---|---|---|---|---|
 |
BRISTOL-MYERS SQUIBB CO | 4.0% | 2.0% | 2.0% |
|
CISCO SYSTEMS INC | 4.2% | 2.0% | 2.0% |
|
ABBVIE INC | 3.8% | 1.9% | 1.9% |
|
VERIZON COMMUNICATIONS INC | 4.0% | 1.8% | 1.8% |
|
UNITED PARCEL SERVICE-CL B | 3.8% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to SPDV
|
HOME DEPOT INC | 4.4% |
|
LOCKHEED MARTIN CORP | 4.1% |
|
PFIZER INC | 4.0% |
|
TEXAS INSTRUMENTS INC | 3.9% |
|
AMGEN INC | 3.8% |
|
PEPSICO INC | 3.8% |
|
COCA-COLA CO/THE | 3.7% |
|
EOG RESOURCES, INC. | 2.9% |
|
CHEVRON CORP | 2.5% |
|
CISCO SYSTEMS INC | 2.3% |
SCHD Underweight Relative to SPDV
|
VISTRA ENERGY CORP. | -2.9% |
|
3M CO | -2.2% |
|
INTL BUSINESS MACHINES CORP | -2.2% |
|
STANLEY BLACK & DECKER | -2.1% |
|
BOSTON PROPERTIES INC | -2.1% |
|
HASBRO INC | -2.1% |
|
NRG ENERGY INC | -2.1% |
|
CUMMINS INC | -2.0% |
|
WILLIAMS COS INC | -2.0% |
|
KINDER MORGAN INC | -2.0% |