ETF comparison
CGUS vs SCHD
US Large Cap vs Dividend.
Capital Group Core Equity ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
5 positions appear in both funds. Buying equal dollars of CGUS and SCHD would leave roughly 4.4% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHD is 27 bps cheaper than CGUS. On a $100,000 position that's about $270/yr more in fees for CGUS.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with CGUS vs SCHD.
Top shared holdings
5 shared in total| # | Holding | In CGUS | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | UnitedHealth Group Inc | 1.29% | 5.09% | 1.29% |
| 2 | Automatic Data Processing Inc | 1.22% | 2.25% | 1.22% |
| 3 | Home Depot Inc/The | 0.82% | 3.36% | 0.82% |
| 4 | Abbott Laboratories | 0.61% | 2.96% | 0.61% |
| 5 | Accenture PLC | 0.49% | 2.90% | 0.49% |
Only in CGUS
60 total- NVIDIA Corp 6.85%
- Broadcom Inc 6.33%
- Microsoft Corp 5.75%
- Amazon.com Inc 5.04%
- Eli Lilly & Co 3.92%
- Meta Platforms Inc 3.79%
- Alphabet Inc 3.22%
- Apple Inc 2.76%
- Applied Materials Inc 2.57%
- Taiwan Semiconductor Manufacturing Co Ltd 2.44%
Only in SCHD
94 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
- PepsiCo Inc 3.44%
Related comparisons
More comparisons with CGUS
More comparisons with SCHD
- SCHD vs VBR · Vanguard Morningstar Small-Cap Value ETF 4.3%
- SCHD vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 3.7%
- SCHD vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3.5%
- SCHD vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 3.4%
- SCHD vs IJH · iShares Core S&P Mid-Cap ETF 3.4%
- SCHD vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.4%
Percentages are holdings overlap with the named fund.
Open CGUS or SCHD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.