ETF comparison
SCHD vs XLG
Dividend vs US Large Cap.
Schwab U.S. Dividend Equity ETF · Invesco S&P 500 Top 50 ETF
Holdings overlap
10 positions appear in both funds. Buying equal dollars of SCHD and XLG would leave roughly 7.1% 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
SCHD is 14 bps cheaper than XLG. On a $100,000 position that's about $140/yr more in fees for XLG.
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 XLG.
Top shared holdings
10 shared in total| # | Holding | In SCHD | In XLG | Overlap |
|---|---|---|---|---|
| 1 | UnitedHealth Group Inc | 5.09% | 0.93% | 0.93% |
| 2 | Chevron Corp | 3.83% | 0.91% | 0.91% |
| 3 | Coca-Cola Co/The | 3.96% | 0.84% | 0.84% |
| 4 | Procter & Gamble Co/The | 3.55% | 0.83% | 0.83% |
| 5 | Home Depot Inc/The | 3.36% | 0.82% | 0.82% |
| 6 | Merck & Co Inc | 3.86% | 0.80% | 0.80% |
| 7 | Texas Instruments Inc | 5.90% | 0.62% | 0.62% |
| 8 | Verizon Communications Inc | 3.65% | 0.48% | 0.48% |
| 9 | PepsiCo Inc | 3.44% | 0.47% | 0.47% |
| 10 | QUALCOMM Inc | 6.74% | 0.39% | 0.39% |
Only in SCHD
89 total- ConocoPhillips 3.51%
- Amgen Inc 3.47%
- Abbott Laboratories 2.96%
- Altria Group Inc 2.94%
- Bristol-Myers Squibb Co 2.93%
- Accenture PLC 2.90%
- Lockheed Martin Corp 2.70%
- Automatic Data Processing Inc 2.25%
- Comcast Corp 2.25%
- Blackstone Inc 2.20%
Only in XLG
42 total- NVIDIA Corp. 12.06%
- Apple Inc. 11.26%
- Microsoft Corp. 8.56%
- Amazon.com, Inc. 6.60%
- Alphabet Inc. 5.18%
- Broadcom Inc. 4.57%
- Alphabet Inc. 4.18%
- Meta Platforms, Inc. 3.03%
- JPMorgan Chase & Co. 2.34%
- Berkshire Hathaway Inc. 2.33%
Related comparisons
More comparisons with SCHD
- SCHD vs ESGV · Vanguard ESG U.S. Stock ETF 7.0%
- SCHD vs IWV · iShares Russell 3000 ETF 7.0%
- SCHD vs VTI · Vanguard Morningstar Total Stock Market ETF 7.0%
- SCHD vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 7.0%
- SCHD vs ESGU · iShares ESG Aware MSCI USA ETF 7.0%
- SCHD vs MTUM · iShares MSCI USA Momentum Factor ETF 6.9%
More comparisons with XLG
Percentages are holdings overlap with the named fund.
Open SCHD or XLG 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.