Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

166

Number of overlapping holdings

32.9%

% of SCHV's 506 holdings also in SPDG

61.7%

% of SPDG's 269 holdings also in SCHV

Overlap by Weight
Sector Drift (SCHV minus SPDG)
Overlapping Holdings

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Company Weight
in SCHV
Weight
in SPDG
Overlap
EXXON MOBIL CORP 2.2% 1.9% 1.9%
HOME DEPOT INC 1.6% 4.3% 1.6%
JOHNSON & JOHNSON 1.6% 1.5% 1.5%
ABBVIE INC 1.4% 1.4% 1.4%
ORACLE CORP 1.2% 3.6% 1.2%

Position Highlights (Non-Overlapping Exposures)
SCHV Overweight Relative to SPDG
BERKSHIRE HATHAWAY INC-CL B 3.5%
JPMORGAN CHASE & CO 2.6%
PROCTER & GAMBLE CO/THE 1.6%
WAL-MART STORES INC 1.5%
BANK OF AMERICA CORP 1.2%
WELLS FARGO & CO 0.9%
WALT DISNEY CO/THE 0.7%
NEXTERA ENERGY GROUP 0.7%
RTX CORP 0.7%
COMCAST CORP-CL A 0.7%
SCHV Underweight Relative to SPDG
BROADCOM INC. -10.1%
VERIZON COMMUNICATIONS INC -6.9%
ACCENTURE PLC-CL A -2.6%
HOME DEPOT INC -2.6%
ORACLE CORP -2.4%
UNITEDHEALTH GROUP INC -2.0%
CISCO SYSTEMS INC -2.0%
QUALCOMM INC -1.9%
TEXAS INSTRUMENTS INC -1.6%
INTL BUSINESS MACHINES CORP -1.5%
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