ETF comparison
SCHD vs SPYM
Dividend vs US Large Cap.
Schwab U.S. Dividend Equity ETF · State Street SPDR Portfolio S&P 500 ETF
Holdings overlap
46 positions appear in both funds. Buying equal dollars of SCHD and SPYM would leave roughly 7.6% 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
SPYM is 4 bps cheaper than SCHD. On a $100,000 position that's about $40/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 SPYM.
Top shared holdings
46 shared in total| # | Holding | In SCHD | In SPYM | Overlap |
|---|---|---|---|---|
| 1 | UnitedHealth Group Inc | 5.09% | 0.58% | 0.58% |
| 2 | Home Depot Inc/The | 3.36% | 0.54% | 0.54% |
| 3 | Procter & Gamble Co/The | 3.55% | 0.53% | 0.53% |
| 4 | Merck & Co Inc | 3.86% | 0.49% | 0.49% |
| 5 | Coca-Cola Co/The | 3.96% | 0.49% | 0.49% |
| 6 | Chevron Corp | 3.83% | 0.48% | 0.48% |
| 7 | Texas Instruments Inc | 5.90% | 0.42% | 0.42% |
| 8 | Amgen Inc | 3.47% | 0.30% | 0.30% |
| 9 | QUALCOMM Inc | 6.74% | 0.30% | 0.30% |
| 10 | PepsiCo Inc | 3.44% | 0.29% | 0.29% |
| 11 | Verizon Communications Inc | 3.65% | 0.27% | 0.27% |
| 12 | Abbott Laboratories | 2.96% | 0.24% | 0.24% |
Only in SCHD
53 total- East West Bancorp Inc 0.42%
- Watsco Inc 0.32%
- Fidelity National Financial Inc 0.30%
- HF Sinclair Corp 0.28%
- Booz Allen Hamilton Holding Corp 0.24%
- American Financial Group Inc/OH 0.23%
- Columbia Banking System Inc 0.22%
- Autoliv Inc 0.22%
- Old Republic International Corp 0.21%
- Macy's Inc 0.15%
Only in SPYM
460 total- NVIDIA Corp 7.51%
- Apple Inc 6.59%
- Microsoft Corp 4.29%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.25%
- Broadcom Inc 2.77%
- Alphabet Inc 2.59%
- Micron Technology Inc 2.02%
- Meta Platforms Inc 1.92%
- Tesla Inc 1.83%
Related comparisons
More comparisons with SCHD
- SCHD vs IVV · iShares Core S&P 500 ETF 7.6%
- SCHD vs LRGF · iShares U.S. Equity Factor ETF 7.6%
- SCHD vs CGDV · Capital Group Dividend Value ETF 7.5%
- SCHD vs SCHX · Schwab U.S. Large-Cap ETF 7.5%
- SCHD vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 7.4%
- SCHD vs SPLV · Invesco S&P 500 Low Volatility ETF 7.4%
More comparisons with SPYM
- SPYM vs DVY · iShares Select Dividend ETF 7.4%
- SPYM vs COWZ · Pacer US Cash Cows 100 ETF 7.2%
- SPYM vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 6.9%
- SPYM vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 5.5%
- SPYM vs FDL · First Trust Morningstar Dividend Leaders Index Fund 5.2%
- SPYM vs VFLO · Victoryshares Free Cash Flow ETF 5.0%
Percentages are holdings overlap with the named fund.
Open SCHD or SPYM 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.