ETF comparison
SCHM vs VIG
US Mid Cap vs Dividend.
Schwab U.S. Mid-Cap ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
91 positions appear in both funds. Buying equal dollars of SCHM and VIG would leave roughly 4.4% 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
SCHM is 1 bps cheaper than VIG. On a $100,000 position that's about $10/yr more in fees for VIG.
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 SCHM vs VIG.
Top shared holdings
91 shared in total| # | Holding | In SCHM | In VIG | Overlap |
|---|---|---|---|---|
| 1 | Steel Dynamics Inc | 0.66% | 0.15% | 0.15% |
| 2 | Casey's General Stores Inc | 0.53% | 0.14% | 0.14% |
| 3 | Texas Pacific Land Corp | 0.42% | 0.10% | 0.10% |
| 4 | NiSource Inc | 0.41% | 0.09% | 0.09% |
| 5 | Snap-on Inc | 0.36% | 0.09% | 0.09% |
| 6 | Reliance Inc | 0.37% | 0.09% | 0.09% |
| 7 | RB Global Inc | 0.37% | 0.09% | 0.09% |
| 8 | JB Hunt Transport Services Inc | 0.38% | 0.09% | 0.09% |
| 9 | Alliant Energy Corp | 0.34% | 0.08% | 0.08% |
| 10 | ITT Inc | 0.31% | 0.08% | 0.08% |
| 11 | CH Robinson Worldwide Inc | 0.39% | 0.08% | 0.08% |
| 12 | IDEX Corp | 0.29% | 0.07% | 0.07% |
Only in SCHM
405 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Coherent Corp 1.26%
- Lumentum Holdings Inc 1.13%
- Flex Ltd 1.03%
- Revolution Medicines Inc 0.57%
- Tapestry Inc 0.55%
- Twilio Inc 0.54%
- AST SpaceMobile Inc 0.52%
Only in VIG
242 total- Broadcom Inc 4.63%
- Apple Inc 4.45%
- Microsoft Corp 4.34%
- JPMorgan Chase & Co 4.07%
- Eli Lilly & Co 3.93%
- ExxonMobil Holdings Corp 2.78%
- Johnson & Johnson 2.67%
- Visa Inc 2.45%
- Walmart Inc 2.11%
- Mastercard Inc 2.00%
Related comparisons
More comparisons with SCHM
- SCHM vs SCHD · Schwab U.S. Dividend Equity ETF 3.0%
- SCHM vs VOO · Vanguard S&P 500 ETF 2.7%
- SCHM vs SPYM · State Street SPDR Portfolio S&P 500 ETF 2.7%
- SCHM vs IVV · iShares Core S&P 500 ETF 2.7%
- SCHM vs SPY · State Street SPDR S&P 500 ETF Trust 2.4%
- SCHM vs VUG · Vanguard Morningstar Growth ETF 2.2%
More comparisons with VIG
- VIG vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 4.1%
- VIG vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.9%
- VIG vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 3.9%
- VIG vs VFLO · Victoryshares Free Cash Flow ETF 3.8%
- VIG vs DON · WisdomTree U.S. MidCap Dividend Fund 3.5%
- VIG vs IWP · iShares Russell Mid-Cap Growth ETF 3.2%
Percentages are holdings overlap with the named fund.
Open SCHM or VIG 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.