ETF comparison
SCHD vs SCHX
Dividend vs US Large Cap.
Holdings overlap
56 positions appear in both funds. Buying equal dollars of SCHD and SCHX would leave roughly 7.5% 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
SCHX 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 SCHD vs SCHX.
Top shared holdings
56 shared in total| # | Holding | In SCHD | In SCHX | Overlap |
|---|---|---|---|---|
| 1 | UnitedHealth Group Inc | 5.09% | 0.50% | 0.50% |
| 2 | Chevron Corp | 3.83% | 0.50% | 0.50% |
| 3 | Procter & Gamble Co/The | 3.55% | 0.49% | 0.49% |
| 4 | Home Depot Inc/The | 3.36% | 0.46% | 0.46% |
| 5 | Coca-Cola Co/The | 3.96% | 0.45% | 0.45% |
| 6 | Merck & Co Inc | 3.86% | 0.43% | 0.43% |
| 7 | Texas Instruments Inc | 5.90% | 0.41% | 0.41% |
| 8 | QUALCOMM Inc | 6.74% | 0.39% | 0.39% |
| 9 | Verizon Communications Inc | 3.65% | 0.29% | 0.29% |
| 10 | PepsiCo Inc | 3.44% | 0.29% | 0.29% |
| 11 | Amgen Inc | 3.47% | 0.27% | 0.27% |
| 12 | Abbott Laboratories | 2.96% | 0.22% | 0.22% |
Only in SCHD
43 total- 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%
- Korn Ferry 0.09%
Only in SCHX
692 total- NVIDIA Corp 7.50%
- Apple Inc 6.69%
- Microsoft Corp 4.88%
- Amazon.com Inc 3.86%
- Alphabet Inc 3.24%
- Broadcom Inc 3.10%
- Alphabet Inc 2.57%
- Meta Platforms Inc 2.02%
- Tesla Inc 1.79%
- Micron Technology Inc 1.60%
Related comparisons
More comparisons with SCHD
- SCHD vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 7.4%
- SCHD vs SPLV · Invesco S&P 500 Low Volatility ETF 7.4%
- SCHD vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 7.3%
- SCHD vs SPY · State Street SPDR S&P 500 ETF Trust 7.3%
- SCHD vs SUSA · iShares ESG Optimized MSCI USA ETF 7.3%
- SCHD vs SCHK · Schwab 1000 ETF 7.3%
More comparisons with SCHX
- SCHX vs VB · Vanguard Morningstar Small-Cap ETF 6.7%
- SCHX vs IJH · iShares Core S&P Mid-Cap ETF 2.9%
- SCHX vs IJR · iShares Core S&P Small-Cap ETF 0.2%
- SCHX vs IWM · iShares Russell 2000 ETF 0.0%
- SCHX vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 96.8%
- SCHX vs SCHB · Schwab U.S. Broad Market ETF 93.4%
Percentages are holdings overlap with the named fund.
Open SCHD or SCHX 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.