ETF comparison
HDVvsSCHD
Both Dividend.
iShares Core High Dividend ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
27 positions appear in both funds. Buying equal dollars of HDV and SCHD would leave roughly42.6%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with HDV vs SCHD.
Top shared holdings
27 shared in total| # | Holding | In HDV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | COCA-COLA COMPANY (THE) | 3.86% | 3.96% | 3.86% |
| 2 | CHEVRON CORP | 6.42% | 3.83% | 3.83% |
| 3 | MERCK & COMPANY INC | 3.77% | 3.86% | 3.77% |
| 4 | PROCTER & GAMBLE COMPANY (THE) | 4.46% | 3.55% | 3.55% |
| 5 | TEXAS INSTRUMENTS INC | 3.54% | 5.90% | 3.54% |
| 6 | PEPSICO INC | 3.66% | 3.44% | 3.44% |
| 7 | HOME DEPOT INC (THE) | 4.07% | 3.36% | 3.36% |
| 8 | ALTRIA GROUP INC | 3.70% | 2.94% | 2.94% |
| 9 | QUALCOMM INC | 2.37% | 6.74% | 2.37% |
| 10 | BLACKSTONE INC | 2.42% | 2.20% | 2.20% |
| 11 | CONOCOPHILLIPS | 2.13% | 3.51% | 2.13% |
| 12 | ACCENTURE PLC | 1.64% | 2.90% | 1.64% |
Only in HDV
48 total- EXXON MOBIL CORP8.42%
- JOHNSON & JOHNSON5.68%
- ABBVIE INC5.44%
- PHILIP MORRIS INTERNATIONAL INC4.17%
- PROGRESSIVE CORP (THE)3.79%
- US BANCORP1.68%
- DUKE ENERGY CORP1.57%
- SOUTHERN COMPANY (THE)1.55%
- MEDTRONIC PLC1.55%
- PNC FINANCIAL SERVICES GROUP INC (THE)1.43%
Only in SCHD
73 total- UnitedHealth Group Inc5.09%
- Verizon Communications Inc3.65%
- Amgen Inc3.47%
- Abbott Laboratories2.96%
- Bristol-Myers Squibb Co2.93%
- Lockheed Martin Corp2.70%
- Automatic Data Processing Inc2.25%
- Comcast Corp2.25%
- United Parcel Service Inc1.98%
- Ford Motor Co1.72%
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 methodologyand 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.