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ETF comparison

SCHB vs SCHD

US Total Market vs Dividend.

Schwab U.S. Broad Market ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
7.1 %

99 positions appear in both funds. Buying equal dollars of SCHB and SCHD would leave roughly 7.1% of each dollar exposed to the same underlying securities.

SCHB unmatched 92.8% Shared 7.1% SCHD unmatched 92.7%

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.

In SCHB only
2,306 positions
Shared
99 positions
In SCHD only
0 positions

Side by side

SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.43B
TTM yield
1.04%
Top-10 conc.
34.9%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

85 composite / 100
Expense ratio
0.060%
Net assets
$107.89B
TTM yield
2.99%
Top-10 conc.
43.6%

Sub-score comparison

97
Cost
94
88
Tax efficiency
75
100
Liquidity
100
64
Concentration
52
—
Tracking quality
—
SCHB sub-score SCHD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHB is 3 bps cheaper than SCHD. On a $100,000 position that's about $30/yr more in fees for SCHD.

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 SCHB vs SCHD.

Top shared holdings

99 shared in total
# Holding In SCHB In SCHD Overlap
1 UnitedHealth Group Inc 0.47% 5.09% 0.47%
2 Chevron Corp 0.47% 3.83% 0.47%
3 Procter & Gamble Co/The 0.46% 3.55% 0.46%
4 Home Depot Inc/The 0.43% 3.36% 0.43%
5 Coca-Cola Co/The 0.42% 3.96% 0.42%
6 Merck & Co Inc 0.40% 3.86% 0.40%
7 Texas Instruments Inc 0.38% 5.90% 0.38%
8 QUALCOMM Inc 0.37% 6.74% 0.37%
9 Verizon Communications Inc 0.28% 3.65% 0.28%
10 PepsiCo Inc 0.27% 3.44% 0.27%
11 Amgen Inc 0.25% 3.47% 0.25%
12 Abbott Laboratories 0.20% 2.96% 0.20%

Only in SCHB

2,306 total
  • NVIDIA Corp 7.02%
  • Apple Inc 6.26%
  • Microsoft Corp 4.57%
  • Amazon.com Inc 3.62%
  • Alphabet Inc 3.03%
  • Broadcom Inc 2.90%
  • Alphabet Inc 2.41%
  • Meta Platforms Inc 1.89%
  • Tesla Inc 1.68%
  • Micron Technology Inc 1.49%

Only in SCHD

0 total

Every SCHD position is also held by SCHB.

Percentages are holdings overlap with the named fund.

Open SCHB 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.