ETF comparison
ESGU vs SCHD
US Total Market vs Dividend.
iShares ESG Aware MSCI USA ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
30 positions appear in both funds. Buying equal dollars of ESGU and SCHD would leave roughly 7.0% 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 9 bps cheaper than ESGU. On a $100,000 position that's about $90/yr more in fees for ESGU.
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 ESGU vs SCHD.
Top shared holdings
30 shared in total| # | Holding | In ESGU | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | THE HOME DEPOT, INC. | 0.56% | 3.36% | 0.56% |
| 2 | THE PROCTER & GAMBLE COMPANY | 0.52% | 3.55% | 0.52% |
| 3 | THE COCA-COLA COMPANY | 0.48% | 3.96% | 0.48% |
| 4 | TEXAS INSTRUMENTS INCORPORATED | 0.45% | 5.90% | 0.45% |
| 5 | MERCK & CO., INC. | 0.44% | 3.86% | 0.44% |
| 6 | UNITEDHEALTH GROUP INCORPORATED | 0.43% | 5.09% | 0.43% |
| 7 | VERIZON COMMUNICATIONS INC. | 0.38% | 3.65% | 0.38% |
| 8 | AUTOMATIC DATA PROCESSING, INC. | 0.36% | 2.25% | 0.36% |
| 9 | QUALCOMM INCORPORATED | 0.34% | 6.74% | 0.34% |
| 10 | CONOCOPHILLIPS | 0.25% | 3.51% | 0.25% |
| 11 | AMGEN INC. | 0.23% | 3.47% | 0.23% |
| 12 | ACCENTURE PUBLIC LIMITED COMPANY | 0.21% | 2.90% | 0.21% |
Only in ESGU
257 total- NVIDIA CORPORATION 7.77%
- APPLE INC. 6.83%
- MICROSOFT CORPORATION 4.73%
- ALPHABET INC. 4.72%
- AMAZON.COM, INC. 3.82%
- BROADCOM INC. 3.07%
- META PLATFORMS, INC. 1.94%
- TESLA, INC. 1.85%
- MICRON TECHNOLOGY, INC. 1.66%
- ELI LILLY AND COMPANY 1.33%
Only in SCHD
69 total- Altria Group Inc 2.94%
- Lockheed Martin Corp 2.70%
- Blackstone Inc 2.20%
- United Parcel Service Inc 1.98%
- Ford Motor Co 1.72%
- Devon Energy Corp 1.29%
- Fastenal Co 1.28%
- Fifth Third Bancorp 1.13%
- Ares Management Corp 0.67%
- Cincinnati Financial Corp 0.62%
Related comparisons
More comparisons with ESGU
- ESGU vs VB · Vanguard Morningstar Small-Cap ETF 4.0%
- ESGU vs IJH · iShares Core S&P Mid-Cap ETF 0.4%
- ESGU vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- ESGU vs IWM · iShares Russell 2000 ETF 0.0%
- ESGU vs SPYM · State Street SPDR Portfolio S&P 500 ETF 77.7%
- ESGU vs IVV · iShares Core S&P 500 ETF 77.6%
More comparisons with SCHD
- SCHD vs MTUM · iShares MSCI USA Momentum Factor ETF 6.9%
- SCHD vs VO · Vanguard Morningstar Mid-Cap ETF 6.9%
- SCHD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 6.6%
- SCHD vs FELC · Fidelity Enhanced Large Cap Core ETF 6.4%
- SCHD vs IWS · iShares Russell Mid-Cap Value ETF 6.4%
- SCHD vs MOAT · VanEck Morningstar Wide Moat ETF 6.1%
Percentages are holdings overlap with the named fund.
Open ESGU 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.