Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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16

Number of overlapping holdings

16.7%

% of SCHD's 101 holdings also in WBIY

32.0%

% of WBIY's 50 holdings also in SCHD

Overlap by Weight
Sector Drift (SCHD minus WBIY)
Overlapping Holdings

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Company Weight
in SCHD
Weight
in WBIY
Overlap
VERIZON COMMUNICATIONS INC 4.4% 5.9% 4.4%
ALTRIA GROUP INC 3.7% 5.5% 3.7%
UNITED PARCEL SERVICE-CL B 3.4% 4.5% 3.4%
FORD MOTOR CO 1.5% 4.6% 1.5%
CHEVRON CORP 4.0% 1.3% 1.3%

Position Highlights (Non-Overlapping Exposures)
SCHD Overweight Relative to WBIY
ABBVIE INC 4.9%
AMGEN INC 4.7%
COCA-COLA CO/THE 4.7%
CISCO SYSTEMS INC 4.4%
PFIZER INC 4.3%
BRISTOL-MYERS SQUIBB CO 4.2%
TEXAS INSTRUMENTS INC 3.9%
PEPSICO INC 3.9%
LOCKHEED MARTIN CORP 3.7%
HOME DEPOT INC 3.6%
SCHD Underweight Relative to WBIY
CVS CAREMARK CORP -6.1%
AT&T INC -5.9%
CONAGRA FOODS INC -4.7%
KOHLS CORP -4.5%
DOMINION RESOURCES INC/VA -4.5%
AES CORP -4.5%
LYONDELLBASELL INDU-CL A -3.9%
FORD MOTOR CO -3.1%
FRANKLIN RESOURCES INC -2.9%
HF SINCLAIR CORPORATION -2.1%
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