Skip to main content

ETF comparison

SCHD vs VOT

Dividend vs US Mid Cap.

Schwab U.S. Dividend Equity ETF · Vanguard Morningstar Mid-Cap Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
2.6 %

4 positions appear in both funds. Buying equal dollars of SCHD and VOT would leave roughly 2.6% of each dollar exposed to the same underlying securities.

SCHD unmatched 97.2% Shared 2.6% VOT unmatched 97.3%

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
95 positions
Shared
4 positions
In VOT only
118 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%
VOT

Vanguard Morningstar Mid-Cap Growth ETF

Vanguard · US Mid Cap

93 composite / 100
Expense ratio
0.050%
Net assets
$33.19B
whole fund, 3 share classes
TTM yield
0.62%
Top-10 conc.
21.3%

Sub-score comparison

94
Cost
95
75
Tax efficiency
89
100
Liquidity
100
52
Concentration
84
—
Tracking quality
—
SCHD sub-score VOT

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VOT 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 VOT.

Top shared holdings

4 shared in total
# Holding In SCHD In VOT Overlap
1 Fastenal Co 1.28% 1.21% 1.21%
2 Paychex Inc 0.79% 0.70% 0.70%
3 Ares Management Corp 0.67% 0.52% 0.52%
4 Broadridge Financial Solutions Inc 0.45% 0.17% 0.17%

Only in SCHD

95 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 VOT

118 total
  • Vertiv Holdings Co 2.83%
  • Western Digital Corp 2.42%
  • Seagate Technology Holdings PLC 2.38%
  • Quanta Services Inc 2.38%
  • Howmet Aerospace Inc 2.37%
  • Datadog Inc 1.90%
  • Bloom Energy Corp 1.80%
  • Constellation Energy Corp 1.77%
  • Robinhood Markets Inc 1.75%
  • Cloudflare Inc 1.72%

Percentages are holdings overlap with the named fund.

Open SCHD or VOT 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.