ETF comparison
LRGF vs SCHD
Multi-Factor vs Dividend.
iShares U.S. Equity Factor ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
23 positions appear in both funds. Buying equal dollars of LRGF and SCHD would leave roughly 7.6% 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 LRGF. On a $100,000 position that's about $20/yr more in fees for LRGF.
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 LRGF vs SCHD.
Top shared holdings
23 shared in total| # | Holding | In LRGF | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Altria Group, Inc. | 0.76% | 2.94% | 0.76% |
| 2 | Procter & Gamble Co. (The) | 0.61% | 3.55% | 0.61% |
| 3 | Bristol-Myers Squibb Co. | 0.57% | 2.93% | 0.57% |
| 4 | Verizon Communications, Inc. | 0.56% | 3.65% | 0.56% |
| 5 | Chevron Corp. | 0.55% | 3.83% | 0.55% |
| 6 | Coca-Cola Co. (The) | 0.49% | 3.96% | 0.49% |
| 7 | PepsiCo, Inc. | 0.47% | 3.44% | 0.47% |
| 8 | Amgen, Inc. | 0.46% | 3.47% | 0.46% |
| 9 | Merck & Co., Inc. | 0.43% | 3.86% | 0.43% |
| 10 | Ford Motor Co. | 0.31% | 1.72% | 0.31% |
| 11 | Target Corp. | 0.31% | 1.45% | 0.31% |
| 12 | UnitedHealth Group, Inc. | 0.31% | 5.09% | 0.31% |
Only in LRGF
269 total- NVIDIA Corp. 7.07%
- Apple, Inc. 6.54%
- Microsoft Corp. 4.86%
- Alphabet, Inc. 4.25%
- Amazon.com, Inc. 3.40%
- Broadcom, Inc. 2.97%
- Meta Platforms, Inc. 1.69%
- JPMorgan Chase & Co. 1.60%
- Visa, Inc. 1.26%
- Micron Technology, Inc. 1.20%
Only in SCHD
76 total- Texas Instruments Inc 5.90%
- ConocoPhillips 3.51%
- Accenture PLC 2.90%
- Comcast Corp 2.25%
- Blackstone Inc 2.20%
- SLB Ltd 2.05%
- United Parcel Service Inc 1.98%
- ONEOK Inc 1.33%
- Devon Energy Corp 1.29%
- Fastenal Co 1.28%
Related comparisons
More comparisons with LRGF
- LRGF vs IJH · iShares Core S&P Mid-Cap ETF 6.1%
- LRGF vs IJR · iShares Core S&P Small-Cap ETF 0.8%
- LRGF vs IWM · iShares Russell 2000 ETF 0.7%
- LRGF vs INTF · iShares International Equity Factor ETF 0.0%
- LRGF vs SPYM · State Street SPDR Portfolio S&P 500 ETF 65.9%
- LRGF vs IVV · iShares Core S&P 500 ETF 65.9%
More comparisons with SCHD
- SCHD vs CGDV · Capital Group Dividend Value ETF 7.5%
- SCHD vs SCHX · Schwab U.S. Large-Cap ETF 7.5%
- SCHD vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 7.4%
- SCHD vs SPLV · Invesco S&P 500 Low Volatility ETF 7.4%
- SCHD vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 7.3%
- SCHD vs SPY · State Street SPDR S&P 500 ETF Trust 7.3%
Percentages are holdings overlap with the named fund.
Open LRGF 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.