ETF comparison
SCHD vs SCHV
Dividend vs US Value.
Schwab U.S. Dividend Equity ETF · Schwab U.S. Large-Cap Value ETF
Holdings overlap
55 positions appear in both funds. Buying equal dollars of SCHD and SCHV would leave roughly 15.4% 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
SCHV is 2 bps cheaper than SCHD. On a $100,000 position that's about $20/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 SCHD vs SCHV.
Top shared holdings
55 shared in total| # | Holding | In SCHD | In SCHV | Overlap |
|---|---|---|---|---|
| 1 | Chevron Corp | 3.83% | 1.11% | 1.11% |
| 2 | Procter & Gamble Co/The | 3.55% | 1.08% | 1.08% |
| 3 | Home Depot Inc/The | 3.36% | 1.02% | 1.02% |
| 4 | Coca-Cola Co/The | 3.96% | 0.99% | 0.99% |
| 5 | Merck & Co Inc | 3.86% | 0.96% | 0.96% |
| 6 | Texas Instruments Inc | 5.90% | 0.90% | 0.90% |
| 7 | QUALCOMM Inc | 6.74% | 0.87% | 0.87% |
| 8 | Verizon Communications Inc | 3.65% | 0.65% | 0.65% |
| 9 | PepsiCo Inc | 3.44% | 0.64% | 0.64% |
| 10 | Amgen Inc | 3.47% | 0.59% | 0.59% |
| 11 | Abbott Laboratories | 2.96% | 0.48% | 0.48% |
| 12 | ConocoPhillips | 3.51% | 0.45% | 0.45% |
Only in SCHD
44 total- UnitedHealth Group Inc 5.09%
- Columbia Banking System Inc 0.22%
- Macy's Inc 0.15%
- Nexstar Media Group Inc 0.13%
- Bank OZK 0.13%
- MSC Industrial Direct Co Inc 0.13%
- Moelis & Co 0.13%
- Murphy Oil Corp 0.12%
- Vail Resorts Inc 0.12%
- Federated Hermes Inc 0.10%
Only in SCHV
500 total- Micron Technology Inc 3.54%
- Berkshire Hathaway Inc 2.82%
- JPMorgan Chase & Co 2.62%
- Exxon Mobil Corp 1.97%
- Johnson & Johnson 1.76%
- Intel Corp 1.75%
- Walmart Inc 1.65%
- Cisco Systems Inc 1.54%
- Caterpillar Inc 1.32%
- Lam Research Corp 1.29%
Related comparisons
More comparisons with SCHD
- SCHD vs IUSV · iShares Core S&P U.S. Value ETF 15.4%
- SCHD vs FNDX · Schwab Fundamental U.S. Large Company ETF 15.1%
- SCHD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 14.6%
- SCHD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 14.3%
- SCHD vs PRF · Invesco RAFI US 1000 ETF 14.1%
- SCHD vs VFLO · Victoryshares Free Cash Flow ETF 13.7%
More comparisons with SCHV
Percentages are holdings overlap with the named fund.
Open SCHD 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.