ETF comparison
SCHA vs VIG
US Small Cap vs Dividend.
Schwab U.S. Small-Cap ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
111 positions appear in both funds. Buying equal dollars of SCHA and VIG would leave roughly 2.0% 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
SCHA is 1 bps cheaper than VIG. On a $100,000 position that's about $10/yr more in fees for VIG.
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 SCHA vs VIG.
Top shared holdings
111 shared in total| # | Holding | In SCHA | In VIG | Overlap |
|---|---|---|---|---|
| 1 | Applied Industrial Technologies Inc | 0.24% | 0.06% | 0.06% |
| 2 | Littelfuse Inc | 0.25% | 0.05% | 0.05% |
| 3 | Wintrust Financial Corp | 0.21% | 0.05% | 0.05% |
| 4 | UMB Financial Corp | 0.20% | 0.04% | 0.04% |
| 5 | Ensign Group Inc/The | 0.20% | 0.04% | 0.04% |
| 6 | SOUTHSTATE BANK CORP | 0.20% | 0.04% | 0.04% |
| 7 | Primerica Inc | 0.18% | 0.04% | 0.04% |
| 8 | Ryder System Inc | 0.21% | 0.04% | 0.04% |
| 9 | Solstice Advanced Materials Inc | 0.28% | 0.04% | 0.04% |
| 10 | Watts Water Technologies Inc | 0.18% | 0.04% | 0.04% |
| 11 | Oshkosh Corp | 0.17% | 0.04% | 0.04% |
| 12 | Prosperity Bancshares Inc | 0.15% | 0.04% | 0.04% |
Only in SCHA
1,594 total- Sandisk Corp/DE 5.28%
- Lumentum Holdings Inc 1.29%
- Revolution Medicines Inc 0.65%
- Sterling Infrastructure Inc 0.56%
- ATI Inc 0.50%
- MACOM Technology Solutions Holdings Inc 0.50%
- Nextpower Inc 0.49%
- MKS Inc 0.46%
- Coeur Mining Inc 0.42%
- TTM Technologies Inc 0.38%
Only in VIG
222 total- Broadcom Inc 4.63%
- Apple Inc 4.45%
- Microsoft Corp 4.34%
- JPMorgan Chase & Co 4.07%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Johnson & Johnson 2.67%
- Visa Inc 2.45%
- Walmart Inc 2.11%
- Mastercard Inc 2.00%
Related comparisons
More comparisons with SCHA
More comparisons with VIG
- VIG vs VBK · Vanguard Morningstar Small-Cap Growth ETF 1.9%
- VIG vs IJK · iShares S&P Mid-Cap 400 Growth ETF 1.9%
- VIG vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 1.7%
- VIG vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 1.4%
- VIG vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 1.1%
- VIG vs IWM · iShares Russell 2000 ETF 1.0%
Percentages are holdings overlap with the named fund.
Open SCHA or VIG 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.