Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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216
Number of overlapping holdings
43.1%
% of SCHV's 527 holdings also in DFVX
72.7%
% of DFVX's 302 holdings also in SCHV
Overlap by Weight
Sector Drift (SCHV minus DFVX)
Overlapping Holdings
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| Company | Weight in SCHV |
Weight in DFVX |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 2.9% | 3.1% | 2.9% |
|
EXXON MOBIL CORP | 2.0% | 2.5% | 2.0% |
|
JOHNSON & JOHNSON | 1.5% | 2.4% | 1.5% |
|
PROCTER & GAMBLE CO/THE | 1.6% | 1.3% | 1.3% |
|
ABBVIE INC | 1.3% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to DFVX
|
BERKSHIRE HATHAWAY INC-CL B | 3.5% |
|
HOME DEPOT INC | 1.7% |
|
BANK OF AMERICA CORP | 1.3% |
|
MERCK & CO. INC. | 1.1% |
|
WAL-MART STORES INC | 1.1% |
|
ORACLE CORP | 1.1% |
|
WELLS FARGO & CO | 1.0% |
|
MCDONALD'S CORP | 0.9% |
|
WALT DISNEY CO/THE | 0.9% |
|
PHILIP MORRIS INTERNATIONAL | 0.8% |
SCHV Underweight Relative to DFVX
|
AMAZON.COM INC | -6.6% |
|
META PLATFORMS INC | -5.9% |
|
MICROSOFT CORP | -4.9% |
|
VISA INC. CLASS A | -1.7% |
|
UNITEDHEALTH GROUP INC | -1.0% |
|
JOHNSON & JOHNSON | -0.9% |
 |
ACCENTURE PLC-CL A | -0.8% |
|
CATERPILLAR INC | -0.7% |
|
INTL BUSINESS MACHINES CORP | -0.7% |
 |
LINDE PLC | -0.6% |