ETF comparison
SCHV vs SPYM
US Value vs US Large Cap.
Schwab U.S. Large-Cap Value ETF · State Street SPDR Portfolio S&P 500 ETF
Holdings overlap
374 positions appear in both funds. Buying equal dollars of SCHV and SPYM would leave roughly 45.8% 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
SPYM is 2 bps cheaper than SCHV. On a $100,000 position that's about $20/yr more in fees for SCHV.
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 SCHV vs SPYM.
Top shared holdings
374 shared in total| # | Holding | In SCHV | In SPYM | Overlap |
|---|---|---|---|---|
| 1 | Micron Technology Inc | 3.54% | 2.02% | 2.02% |
| 2 | Berkshire Hathaway Inc | 2.82% | 1.42% | 1.42% |
| 3 | JPMorgan Chase & Co | 2.62% | 1.36% | 1.36% |
| 4 | Intel Corp | 1.75% | 1.02% | 1.02% |
| 5 | Johnson & Johnson | 1.76% | 0.95% | 0.95% |
| 6 | Applied Materials Inc | 1.16% | 0.89% | 0.89% |
| 7 | Exxon Mobil Corp | 1.97% | 0.88% | 0.88% |
| 8 | Lam Research Corp | 1.29% | 0.84% | 0.84% |
| 9 | Walmart Inc | 1.65% | 0.77% | 0.77% |
| 10 | Caterpillar Inc | 1.32% | 0.76% | 0.76% |
| 11 | Cisco Systems Inc | 1.54% | 0.72% | 0.72% |
| 12 | AbbVie Inc | 1.25% | 0.69% | 0.69% |
Only in SCHV
181 total- Honeywell International Inc 0.49%
- Bloom Energy Corp 0.24%
- Cheniere Energy Inc 0.16%
- Ferguson Enterprises Inc 0.14%
- ROBLOX Corp 0.10%
- Twilio Inc 0.09%
- AST SpaceMobile Inc 0.09%
- Amrize Ltd 0.09%
- TechnipFMC PLC 0.09%
- nVent Electric PLC 0.09%
Only in SPYM
132 total- NVIDIA Corp 7.51%
- Apple Inc 6.59%
- Microsoft Corp 4.29%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.25%
- Broadcom Inc 2.77%
- Alphabet Inc 2.59%
- Meta Platforms Inc 1.92%
- Tesla Inc 1.83%
- Eli Lilly & Co 1.47%
Related comparisons
More comparisons with SCHV
- SCHV vs IVV · iShares Core S&P 500 ETF 45.8%
- SCHV vs VOO · Vanguard S&P 500 ETF 45.7%
- SCHV vs DFLV · Dimensional US Large Cap Value ETF 45.3%
- SCHV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 44.3%
- SCHV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 43.4%
- SCHV vs VTI · Vanguard Morningstar Total Stock Market ETF 43.2%
More comparisons with SPYM
- SPYM vs CGUS · Capital Group Core Equity ETF 44.0%
- SPYM vs RSP · Invesco S&P 500 Equal Weight ETF 43.7%
- SPYM vs VTV · Vanguard Morningstar Value ETF 43.5%
- SPYM vs JQUA · JPMorgan U.S. Quality Factor ETF 43.0%
- SPYM vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 42.9%
- SPYM vs QUAL · iShares MSCI USA Quality Factor ETF 42.4%
Percentages are holdings overlap with the named fund.
Open SCHV or SPYM 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.