ETF comparison
SCHD vs SUSA
Dividend vs US Total Market.
Schwab U.S. Dividend Equity ETF · iShares ESG Optimized MSCI USA ETF
Holdings overlap
17 positions appear in both funds. Buying equal dollars of SCHD and SUSA would leave roughly 7.3% 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
SCHD is 19 bps cheaper than SUSA. On a $100,000 position that's about $190/yr more in fees for SUSA.
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 SUSA.
Top shared holdings
17 shared in total| # | Holding | In SCHD | In SUSA | Overlap |
|---|---|---|---|---|
| 1 | Home Depot Inc/The | 3.36% | 1.10% | 1.10% |
| 2 | Verizon Communications Inc | 3.65% | 0.66% | 0.66% |
| 3 | ONEOK Inc | 1.33% | 0.58% | 0.58% |
| 4 | Kimberly-Clark Corp | 0.81% | 0.58% | 0.58% |
| 5 | Automatic Data Processing Inc | 2.25% | 0.56% | 0.56% |
| 6 | Coca-Cola Co/The | 3.96% | 0.54% | 0.54% |
| 7 | Procter & Gamble Co/The | 3.55% | 0.54% | 0.54% |
| 8 | Texas Instruments Inc | 5.90% | 0.48% | 0.48% |
| 9 | Merck & Co Inc | 3.86% | 0.47% | 0.47% |
| 10 | General Mills Inc | 0.45% | 0.35% | 0.35% |
| 11 | Best Buy Co Inc | 0.38% | 0.30% | 0.30% |
| 12 | Amgen Inc | 3.47% | 0.29% | 0.29% |
Only in SCHD
82 total- UnitedHealth Group Inc 5.09%
- Chevron Corp 3.83%
- ConocoPhillips 3.51%
- PepsiCo Inc 3.44%
- Abbott Laboratories 2.96%
- Altria Group Inc 2.94%
- Bristol-Myers Squibb Co 2.93%
- Lockheed Martin Corp 2.70%
- Comcast Corp 2.25%
- Blackstone Inc 2.20%
Only in SUSA
176 total- NVIDIA CORPORATION 7.35%
- APPLE INC. 6.67%
- MICROSOFT CORPORATION 4.86%
- ALPHABET INC. 3.42%
- BROADCOM INC. 2.73%
- ALPHABET INC. 2.59%
- THE HARTFORD INSURANCE GROUP, INC. 1.41%
- ELI LILLY AND COMPANY 1.41%
- MICRON TECHNOLOGY, INC. 1.38%
- TESLA, INC. 1.36%
Related comparisons
More comparisons with SCHD
More comparisons with SUSA
- SUSA vs VB · Vanguard Morningstar Small-Cap ETF 4.6%
- SUSA vs IJH · iShares Core S&P Mid-Cap ETF 1.0%
- SUSA vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- SUSA vs IWM · iShares Russell 2000 ETF 0.0%
- SUSA vs ESGU · iShares ESG Aware MSCI USA ETF 69.6%
- SUSA vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 58.2%
Percentages are holdings overlap with the named fund.
Open SCHD or SUSA 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.