ETF comparison
FNDX vs SCHD
US Large Cap vs Dividend.
Schwab Fundamental U.S. Large Company ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
61 positions appear in both funds. Buying equal dollars of FNDX and SCHD would leave roughly 15.1% 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 19 bps cheaper than FNDX. On a $100,000 position that's about $190/yr more in fees for FNDX.
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 FNDX vs SCHD.
Top shared holdings
61 shared in total| # | Holding | In FNDX | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Chevron Corp | 1.48% | 3.83% | 1.48% |
| 2 | UnitedHealth Group Inc | 1.37% | 5.09% | 1.37% |
| 3 | Verizon Communications Inc | 0.99% | 3.65% | 0.99% |
| 4 | Merck & Co Inc | 0.68% | 3.86% | 0.68% |
| 5 | ConocoPhillips | 0.66% | 3.51% | 0.66% |
| 6 | Procter & Gamble Co/The | 0.66% | 3.55% | 0.66% |
| 7 | Ford Motor Co | 0.60% | 1.72% | 0.60% |
| 8 | Comcast Corp | 0.57% | 2.25% | 0.57% |
| 9 | Bristol-Myers Squibb Co | 0.53% | 2.93% | 0.53% |
| 10 | QUALCOMM Inc | 0.53% | 6.74% | 0.53% |
| 11 | Home Depot Inc/The | 0.52% | 3.36% | 0.52% |
| 12 | Texas Instruments Inc | 0.43% | 5.90% | 0.43% |
Only in FNDX
672 total- Apple Inc 4.63%
- Intel Corp 2.57%
- Alphabet Inc 2.38%
- Microsoft Corp 2.32%
- Exxon Mobil Corp 2.28%
- Alphabet Inc 1.89%
- Amazon.com Inc 1.85%
- Micron Technology Inc 1.59%
- Berkshire Hathaway Inc 1.41%
- JPMorgan Chase & Co 1.38%
Only in SCHD
38 total- Columbia Banking System Inc 0.22%
- Autoliv Inc 0.22%
- Erie Indemnity Co 0.14%
- Bank OZK 0.13%
- Moelis & Co 0.13%
- Federated Hermes Inc 0.10%
- Korn Ferry 0.09%
- Artisan Partners Asset Management Inc 0.07%
- CVB Financial Corp 0.07%
- Marzetti Company/The 0.06%
Related comparisons
More comparisons with FNDX
More comparisons with SCHD
- SCHD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 14.6%
- SCHD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 14.3%
- SCHD vs PRF · Invesco RAFI US 1000 ETF 14.1%
- SCHD vs VFLO · Victoryshares Free Cash Flow ETF 13.7%
- SCHD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 13.3%
- SCHD vs DFUV · Dimensional US Marketwide Value ETF 13.3%
Percentages are holdings overlap with the named fund.
Open FNDX 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.