{"pair":["DGRO","SCHD"],"as_of":"2026-10-28","holdings_as_of":{"DGRO":"2026-10-27","SCHD":"2026-08-31"},"overlap":{"by_weight":20.8,"share_of_a":20.9,"share_of_b":59.2,"n_shared":32,"n_a":391,"n_b":99,"top":[{"ticker":"PG","wa":2.42,"wb":3.82,"min":2.42,"pa":50.8,"pb":80.3,"name":"Procter & Gamble"},{"ticker":"HD","wa":2.03,"wb":3.87,"min":2.03,"pa":42.6,"pb":81.3,"name":"Home Depot"},{"ticker":"UNH","wa":1.89,"wb":3.82,"min":1.89,"pa":39.7,"pb":80.3,"name":"Unitedhealth Group"},{"ticker":"KO","wa":1.89,"wb":4.16,"min":1.89,"pa":39.7,"pb":87.4,"name":"Coca-Cola"},{"ticker":"MRK","wa":1.74,"wb":4.76,"min":1.74,"pa":36.6,"pb":100.0,"name":"Merck & Co Inc"},{"ticker":"PEP","wa":1.72,"wb":3.64,"min":1.72,"pa":36.1,"pb":76.5,"name":"Pepsico"},{"ticker":"AMGN","wa":1.23,"wb":4.7,"min":1.23,"pa":25.8,"pb":98.7,"name":"Amgen Inc"},{"ticker":"ACN","wa":1.1,"wb":2.84,"min":1.1,"pa":23.1,"pb":59.7,"name":"Accenture PLC"},{"ticker":"COP","wa":0.98,"wb":3.93,"min":0.98,"pa":20.6,"pb":82.6,"name":"Conocophillips"},{"ticker":"QCOM","wa":0.94,"wb":2.52,"min":0.94,"pa":19.7,"pb":52.9,"name":"Qualcomm"},{"ticker":"ABT","wa":0.91,"wb":4.68,"min":0.91,"pa":19.1,"pb":98.3,"name":"Abbott Laboratories"},{"ticker":"LMT","wa":0.7,"wb":2.77,"min":0.7,"pa":14.7,"pb":58.2,"name":"Lockheed Martin"},{"ticker":"ADP","wa":0.63,"wb":2.78,"min":0.63,"pa":13.2,"pb":58.4,"name":"Automatic Data Processing Inc"},{"ticker":"EOG","wa":0.52,"wb":1.88,"min":0.52,"pa":10.9,"pb":39.5,"name":"Eog Resources"},{"ticker":"FITB","wa":0.31,"wb":1.19,"min":0.31,"pa":6.5,"pb":25.0,"name":"Fifth Third Bancorp"}],"only_a":[{"ticker":"XOM","w":3.24,"name":"Exxonmobil Holdings Corp"},{"ticker":"MSFT","w":3.14,"name":"Microsoft"},{"ticker":"AAPL","w":3.11,"name":"Apple"},{"ticker":"ABBV","w":3.0,"name":"Abbvie"},{"ticker":"JNJ","w":2.77,"name":"Johnson & Johnson"},{"ticker":"JPM","w":2.68,"name":"JPMorgan Chase & Co"},{"ticker":"AVGO","w":2.55,"name":"Broadcom Inc"},{"ticker":"PM","w":2.23,"name":"Philip Morris International"},{"ticker":"IBM","w":1.49,"name":"International Business Machines Co"},{"ticker":"CSCO","w":1.49,"name":"Cisco Systems Inc"}],"only_b":[{"ticker":"CVX","w":4.01,"name":"Chevron Corporation"},{"ticker":"VZ","w":3.96,"name":"Verizon"},{"ticker":"BMY","w":3.32,"name":"Bristol Myers Squibb"},{"ticker":"TXN","w":3.12,"name":"Texas Instruments"},{"ticker":"MO","w":2.78,"name":"Altria"},{"ticker":"BX","w":2.59,"name":"Blackstone Inc."},{"ticker":"CMCSA","w":2.31,"name":"Comcast"},{"ticker":"SLB","w":2.19,"name":"Schlumberger"},{"ticker":"UPS","w":1.89,"name":"United Parcel Service"},{"ticker":"TGT","w":1.78,"name":"Target Corporation"}],"method":"ti-overlap/1","method_url":"https://tickerinside.com/api/v1/methods.json"},"correlation":{"c1y":0.76,"c3y":0.87,"c5y":0.93,"cov":118.6,"weeks":["2025-11-07","2025-11-14","2025-11-21","2025-11-28","2025-12-05","2025-12-12","2025-12-19","2025-12-26","2026-01-02","2026-01-09","2026-01-16","2026-01-23","2026-01-30","2026-02-06","2026-02-13","2026-02-20","2026-02-27","2026-03-06","2026-03-13","2026-03-20","2026-03-27","2026-04-03","2026-04-10","2026-04-17","2026-04-24","2026-05-01","2026-05-08","2026-05-15","2026-05-22","2026-05-29","2026-06-05","2026-06-12","2026-06-19","2026-06-26","2026-07-03","2026-07-10","2026-07-17","2026-07-24","2026-07-31","2026-08-07","2026-08-14","2026-08-21","2026-08-28","2026-09-04","2026-09-11","2026-09-18","2026-09-25","2026-10-02","2026-10-09","2026-10-16","2026-10-23","2026-10-30"]},"funds":{"DGRO":{"ticker":"DGRO","name":"iShares Core Dividend Growth ETF","kind":"etf","group":"Dividend","vol":10.9,"beta":0.62,"r1":20.1,"r3":71.6,"r5":66.4,"mdd3":-12.1,"cal":{"2022":-7.9,"2023":10.5,"2024":16.6,"2025":15.7,"2026":17.0},"er":0.08,"yield":1.98,"aum_b":41.9,"family":"iShares","cat":"US Large Value","nh":391,"spark":[100.0,101.0,100.5,103.2,102.8,103.7,103.0,104.2,103.7,105.4,106.2,105.7,106.7,109.8,109.3,109.6,109.7,106.4,104.8,102.9,102.8,104.9,107.1,109.2,108.6,109.6,108.9,109.5,111.7,111.8,112.2,113.3,112.1,113.6,115.8,115.5,115.6,116.7,116.9,119.1,119.6,119.3,118.9,118.6,117.3,115.8,115.3,114.1,116.4,118.8,120.0,120.6],"px":{"last":80.1,"date":"2026-10-28","d1":0.19,"hi52":80.29,"lo52":67.18,"ccy":"USD"}},"SCHD":{"ticker":"SCHD","name":"Schwab US Dividend Equity ETF","kind":"etf","group":"Dividend","vol":12.6,"beta":0.46,"r1":35.8,"r3":67.2,"r5":59.5,"mdd3":-12.8,"cal":{"2022":-3.3,"2023":4.5,"2024":11.7,"2025":4.3,"2026":31.1},"er":0.06,"yield":null,"aum_b":null,"family":"Schwab ETFs","cat":"US Large Value","nh":99,"spark":[100.0,101.9,101.4,103.3,103.7,104.7,103.8,104.5,104.8,107.9,109.3,110.2,112.7,119.0,119.5,119.5,120.1,117.7,116.4,114.9,116.1,116.5,116.5,118.4,119.0,121.5,120.6,120.9,125.2,123.9,123.2,125.1,121.5,123.3,124.5,124.5,126.5,127.9,128.6,130.3,132.7,134.9,134.1,133.7,131.1,129.4,128.6,126.8,128.0,133.1,136.6,135.9],"px":{"last":35.09,"date":"2026-10-28","d1":-0.09,"hi52":35.4,"lo52":26.44,"ccy":"USD"}}},"page_url":"https://tickerinside.com/compare/dgro-vs-schd/","cite_as":"TickerInside, DGRO vs SCHD, holdings from DGRO's issuer file of 2026-10-27, and SCHD's SEC Form N-PORT for the period ended 2026-08-31, filed 2026-10-27, https://tickerinside.com/compare/dgro-vs-schd/, CC BY 4.0","cite_html":"<a href=\"https://tickerinside.com/compare/dgro-vs-schd/\">TickerInside</a> (https://tickerinside.com/compare/dgro-vs-schd/)","source":"https://tickerinside.com/compare/dgro-vs-schd/","license":"CC BY 4.0","attribution":"Credit TickerInside with a link to the page the figure comes from (cite_as gives it) wherever the medium allows a link, and by name where it does not. How you mark the link is up to you."}