ETF comparison
SCHD vs SPSM
Dividend vs US Small Cap.
Schwab U.S. Dividend Equity ETF · State Street SPDR Portfolio S&P 600 Small Cap ETF
Holdings overlap
24 positions appear in both funds. Buying equal dollars of SCHD and SPSM would leave roughly 1.1% 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
SPSM 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 SPSM.
Top shared holdings
24 shared in total| # | Holding | In SCHD | In SPSM | Overlap |
|---|---|---|---|---|
| 1 | Moelis & Co | 0.13% | 0.26% | 0.13% |
| 2 | Korn Ferry | 0.09% | 0.19% | 0.09% |
| 3 | Robert Half Inc | 0.07% | 0.17% | 0.07% |
| 4 | Artisan Partners Asset Management Inc | 0.07% | 0.13% | 0.07% |
| 5 | CVB Financial Corp | 0.07% | 0.20% | 0.07% |
| 6 | Western Union Co/The | 0.07% | 0.13% | 0.07% |
| 7 | Banner Corp | 0.06% | 0.12% | 0.06% |
| 8 | OFG Bancorp | 0.05% | 0.11% | 0.05% |
| 9 | Cohen & Steers Inc | 0.05% | 0.11% | 0.05% |
| 10 | National Bank Holdings Corp | 0.05% | 0.11% | 0.05% |
| 11 | City Holding Co | 0.05% | 0.10% | 0.05% |
| 12 | Interparfums Inc | 0.04% | 0.11% | 0.04% |
Only in SCHD
75 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
Only in SPSM
580 total- FormFactor Inc 0.68%
- Viasat Inc 0.66%
- Molina Healthcare Inc 0.65%
- Argan Inc 0.60%
- BrightSpring Health Services Inc 0.60%
- Element Solutions Inc 0.59%
- MaxLinear Inc 0.58%
- Krystal Biotech Inc 0.53%
- ESCO Technologies Inc 0.49%
- Match Group Inc 0.48%
Related comparisons
More comparisons with SCHD
- SCHD vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 1.1%
- SCHD vs IJS · iShares S&P Small-Cap 600 Value ETF 1.1%
- SCHD vs IWN · iShares Russell 2000 Value ETF 1.0%
- SCHD vs FELG · Fidelity Enhanced Large Cap Growth ETF 0.9%
- SCHD vs IUSG · iShares Core S&P U.S. Growth ETF 0.8%
- SCHD vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 0.8%
More comparisons with SPSM
- SPSM vs IWD · iShares Russell 1000 Value ETF 0.7%
- SPSM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 0.7%
- SPSM vs DGRO · iShares Core Dividend Growth ETF 0.5%
- SPSM vs IWF · iShares Russell 1000 Growth ETF 0.1%
- SPSM vs VOO · Vanguard S&P 500 ETF 0.0%
- SPSM vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
Percentages are holdings overlap with the named fund.
Open SCHD or SPSM 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.