ETF comparison
SCHD vs VOE
Dividend vs US Value.
Schwab U.S. Dividend Equity ETF · Vanguard Morningstar Mid-Cap Value ETF
Holdings overlap
16 positions appear in both funds. Buying equal dollars of SCHD and VOE would leave roughly 10.2% 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
VOE is 1 bps cheaper than SCHD. On a $100,000 position that's about $10/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 VOE.
Top shared holdings
16 shared in total| # | Holding | In SCHD | In VOE | Overlap |
|---|---|---|---|---|
| 1 | SLB Ltd | 2.05% | 1.20% | 1.20% |
| 2 | Target Corp | 1.45% | 1.02% | 1.02% |
| 3 | ONEOK Inc | 1.33% | 0.94% | 0.94% |
| 4 | Ford Motor Co | 1.72% | 0.94% | 0.94% |
| 5 | Fifth Third Bancorp | 1.13% | 0.88% | 0.88% |
| 6 | Devon Energy Corp | 1.29% | 0.82% | 0.82% |
| 7 | Archer-Daniels-Midland Co | 0.96% | 0.64% | 0.64% |
| 8 | Kimberly-Clark Corp | 0.81% | 0.63% | 0.63% |
| 9 | Cincinnati Financial Corp | 0.62% | 0.50% | 0.50% |
| 10 | Hershey Co/The | 0.72% | 0.45% | 0.45% |
| 11 | Regions Financial Corp | 0.61% | 0.44% | 0.44% |
| 12 | T Rowe Price Group Inc | 0.57% | 0.42% | 0.42% |
Only in SCHD
83 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 VOE
154 total- Cummins Inc 1.70%
- Valero Energy Corp 1.33%
- Marathon Petroleum Corp 1.29%
- CRH PLC 1.23%
- United Rentals Inc 1.22%
- General Motors Co 1.20%
- Simon Property Group Inc 1.19%
- Phillips 66 1.17%
- Warner Bros Discovery Inc 1.10%
- PACCAR Inc 1.09%
Related comparisons
More comparisons with SCHD
More comparisons with VOE
- VOE vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 10.0%
- VOE vs SPYM · State Street SPDR Portfolio S&P 500 ETF 9.9%
- VOE vs IVV · iShares Core S&P 500 ETF 9.9%
- VOE vs VOO · Vanguard S&P 500 ETF 9.9%
- VOE vs SPY · State Street SPDR S&P 500 ETF Trust 9.3%
- VOE vs VTI · Vanguard Morningstar Total Stock Market ETF 9.1%
Percentages are holdings overlap with the named fund.
Open SCHD or VOE 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.