ETF comparison
SCHB vs SDY
US Total Market vs Dividend.
Schwab U.S. Broad Market ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
155 positions appear in both funds. Buying equal dollars of SCHB and SDY would leave roughly 13.0% 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
SCHB is 32 bps cheaper than SDY. On a $100,000 position that's about $320/yr more in fees for SDY.
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 SDY.
Top shared holdings
155 shared in total| # | Holding | In SCHB | In SDY | Overlap |
|---|---|---|---|---|
| 1 | Exxon Mobil Corp | 0.83% | 0.93% | 0.83% |
| 2 | Johnson & Johnson | 0.74% | 0.99% | 0.74% |
| 3 | AbbVie Inc | 0.53% | 1.62% | 0.53% |
| 4 | Caterpillar Inc | 0.56% | 0.47% | 0.47% |
| 5 | Chevron Corp | 0.47% | 1.27% | 0.47% |
| 6 | Procter & Gamble Co/The | 0.46% | 1.25% | 0.46% |
| 7 | Coca-Cola Co/The | 0.42% | 1.26% | 0.42% |
| 8 | International Business Machines Corp | 0.38% | 1.27% | 0.38% |
| 9 | Texas Instruments Inc | 0.38% | 1.55% | 0.38% |
| 10 | QUALCOMM Inc | 0.37% | 1.57% | 0.37% |
| 11 | Microsoft Corp | 4.57% | 0.36% | 0.36% |
| 12 | Linde PLC | 0.32% | 0.56% | 0.32% |
Only in SCHB
2,250 total- NVIDIA Corp 7.02%
- Apple Inc 6.26%
- 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%
- Eli Lilly & Co 1.20%
Only in SDY
0 totalEvery SDY position is also held by SCHB.
Related comparisons
More comparisons with SCHB
- SCHB vs VLUE · iShares MSCI USA Value Factor ETF 12.1%
- SCHB vs VB · Vanguard Morningstar Small-Cap ETF 11.3%
- SCHB vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 9.4%
- SCHB vs VOE · Vanguard Morningstar Mid-Cap Value ETF 8.9%
- SCHB vs RPV · Invesco S&P 500 Pure Value ETF 8.1%
- SCHB vs HDV · iShares Core High Dividend ETF 7.7%
More comparisons with SDY
- SDY vs SPY · State Street SPDR S&P 500 ETF Trust 11.8%
- SDY vs CGDV · Capital Group Dividend Value ETF 10.5%
- SDY vs VB · Vanguard Morningstar Small-Cap ETF 8.7%
- SDY vs IJH · iShares Core S&P Mid-Cap ETF 8.4%
- SDY vs RDVY · First Trust Rising Dividend Achievers ETF 7.8%
- SDY vs QQQ · Invesco QQQ Trust 6.7%
Percentages are holdings overlap with the named fund.
Open SCHB or SDY 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.