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ETF comparison

SCHD vs SCHX

Dividend vs US Large Cap.

Schwab U.S. Dividend Equity ETF · Schwab U.S. Large-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
7.5 %

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.

SCHD unmatched 92.3% Shared 7.5% SCHX unmatched 92.4%

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 SCHD only
43 positions
Shared
56 positions
In SCHX only
692 positions

Side by side

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%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$73.85B
TTM yield
1.04%
Top-10 conc.
37.3%

Sub-score comparison

94
Cost
97
75
Tax efficiency
88
100
Liquidity
100
52
Concentration
61
—
Tracking quality
—
SCHD sub-score SCHX

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%

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.