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ETF comparison

SCHB vs SCHV

US Total Market vs US Value.

Schwab U.S. Broad Market ETF · Schwab U.S. Large-Cap Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
42.1 %

555 positions appear in both funds. Buying equal dollars of SCHB and SCHV would leave roughly 42.1% of each dollar exposed to the same underlying securities.

SCHB unmatched 57.8% Shared 42.1% SCHV unmatched 57.8%

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
1,850 positions
Shared
555 positions
In SCHV 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
1.05%
Top-10 conc.
34.9%
SCHV

Schwab U.S. Large-Cap Value ETF

Schwab · US Value

94 composite / 100
Expense ratio
0.040%
Net assets
$15.09B
TTM yield
1.82%
Top-10 conc.
20.3%

Sub-score comparison

97
Cost
96
88
Tax efficiency
87
100
Liquidity
100
64
Concentration
85
—
Tracking quality
—
SCHB sub-score SCHV

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

Cost difference

SCHB is 1 bps cheaper than SCHV. On a $100,000 position that's about $10/yr more in fees for SCHV.

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 SCHV.

Top shared holdings

555 shared in total
# Holding In SCHB In SCHV Overlap
1 Micron Technology Inc 1.49% 3.54% 1.49%
2 Berkshire Hathaway Inc 1.19% 2.82% 1.19%
3 JPMorgan Chase & Co 1.10% 2.62% 1.10%
4 Exxon Mobil Corp 0.83% 1.97% 0.83%
5 Johnson & Johnson 0.74% 1.76% 0.74%
6 Intel Corp 0.74% 1.75% 0.74%
7 Walmart Inc 0.69% 1.65% 0.69%
8 Cisco Systems Inc 0.65% 1.54% 0.65%
9 Caterpillar Inc 0.56% 1.32% 0.56%
10 Lam Research Corp 0.54% 1.29% 0.54%
11 AbbVie Inc 0.53% 1.25% 0.53%
12 Oracle Corp 0.52% 1.24% 0.52%

Only in SCHB

1,850 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%
  • Eli Lilly & Co 1.20%

Only in SCHV

0 total

Every SCHV position is also held by SCHB.

Percentages are holdings overlap with the named fund.

Open SCHB or SCHV 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.