ETF comparison
HDV vs SCHD
Both Dividend.
iShares Core High Dividend ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
28 positions appear in both funds. Buying equal dollars of HDV and SCHD would leave roughly 47.3% 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 2 bps cheaper than HDV. On a $100,000 position that's about $20/yr more in fees for HDV.
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 HDV vs SCHD.
Top shared holdings
28 shared in total| # | Holding | In HDV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | COCA-COLA COMPANY (THE) | 4.09% | 3.96% | 3.96% |
| 2 | MERCK & COMPANY INC | 3.99% | 3.86% | 3.86% |
| 3 | CHEVRON CORP | 6.13% | 3.83% | 3.83% |
| 4 | VERIZON COMMUNICATIONS INC | 5.51% | 3.65% | 3.65% |
| 5 | PROCTER & GAMBLE COMPANY (THE) | 4.52% | 3.55% | 3.55% |
| 6 | PEPSICO INC | 3.46% | 3.44% | 3.44% |
| 7 | HOME DEPOT INC (THE) | 4.45% | 3.36% | 3.36% |
| 8 | ALTRIA GROUP INC | 3.06% | 2.94% | 2.94% |
| 9 | AMGEN INC | 2.71% | 3.47% | 2.71% |
| 10 | BRISTOL-MYERS SQUIBB COMPANY | 2.70% | 2.93% | 2.70% |
| 11 | ABBOTT LABORATORIES | 2.29% | 2.96% | 2.29% |
| 12 | CONOCOPHILLIPS | 1.86% | 3.51% | 1.86% |
Only in HDV
47 total- EXXONMOBIL HOLDINGS CORP 7.88%
- ABBVIE INC 6.16%
- PHILIP MORRIS INTERNATIONAL INC 4.44%
- PFIZER INC 4.27%
- MCDONALD'S CORP 2.31%
- MEDTRONIC PLC 1.73%
- SOUTHERN COMPANY (THE) 1.59%
- DUKE ENERGY CORP 1.53%
- STARBUCKS CORP 1.40%
- PNC FINANCIAL SERVICES GROUP INC (THE) 1.35%
Only in SCHD
71 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Accenture PLC 2.90%
- Automatic Data Processing Inc 2.25%
- Comcast Corp 2.25%
- SLB Ltd 2.05%
- United Parcel Service Inc 1.98%
- Ford Motor Co 1.72%
- Target Corp 1.45%
Related comparisons
More comparisons with HDV
- HDV vs FDL · First Trust Morningstar Dividend Leaders Index Fund 44.8%
- HDV vs DGRO · iShares Core Dividend Growth ETF 30.9%
- HDV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 26.8%
- HDV vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 23.1%
- HDV vs DLN · WisdomTree U.S. LargeCap Dividend Fund 23.0%
- HDV vs DTD · WisdomTree U.S. Total Dividend Fund 21.3%
More comparisons with SCHD
- SCHD vs FDL · First Trust Morningstar Dividend Leaders Index Fund 33.6%
- SCHD vs DVY · iShares Select Dividend ETF 22.8%
- SCHD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 21.4%
- SCHD vs SDY · State Street SPDR S&P Dividend ETF 21.2%
- SCHD vs DGRO · iShares Core Dividend Growth ETF 20.3%
- SCHD vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 20.2%
Percentages are holdings overlap with the named fund.
Open HDV 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.