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ETF comparison

SCHV vs VIG

US Value vs Dividend.

Schwab U.S. Large-Cap Value ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
44.3 %

169 positions appear in both funds. Buying equal dollars of SCHV and VIG would leave roughly 44.3% of each dollar exposed to the same underlying securities.

SCHV unmatched 55.5% Shared 44.3% VIG unmatched 55.3%

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 SCHV only
386 positions
Shared
169 positions
In VIG only
164 positions

Side by side

SCHV

Schwab U.S. Large-Cap Value ETF

Schwab · US Value

94 composite / 100
Expense ratio
0.040%
Net assets
$15.09B
TTM yield
1.82%
Top-10 conc.
20.3%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.50%
Top-10 conc.
33.4%

Sub-score comparison

96
Cost
96
87
Tax efficiency
78
100
Liquidity
100
85
Concentration
67
—
Tracking quality
—
SCHV sub-score VIG

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

Cost difference

Expense ratios are effectively identical (0.040% vs 0.040%).

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 VIG.

Top shared holdings

169 shared in total
# Holding In SCHV In VIG Overlap
1 JPMorgan Chase & Co 2.62% 4.07% 2.62%
2 Johnson & Johnson 1.76% 2.67% 1.76%
3 Walmart Inc 1.65% 2.11% 1.65%
4 Cisco Systems Inc 1.54% 1.98% 1.54%
5 Caterpillar Inc 1.32% 1.62% 1.32%
6 Lam Research Corp 1.29% 1.58% 1.29%
7 AbbVie Inc 1.25% 1.92% 1.25%
8 Bank of America Corp 1.11% 1.75% 1.11%
9 Procter & Gamble Co/The 1.08% 1.45% 1.08%
10 Home Depot Inc/The 1.02% 1.43% 1.02%
11 Goldman Sachs Group Inc/The 1.00% 1.24% 1.00%
12 Coca-Cola Co/The 0.99% 1.47% 0.99%

Only in SCHV

386 total
  • Micron Technology Inc 3.54%
  • Berkshire Hathaway Inc 2.82%
  • Exxon Mobil Corp 1.97%
  • Intel Corp 1.75%
  • Applied Materials Inc 1.16%
  • Chevron Corp 1.11%
  • Philip Morris International Inc 0.90%
  • RTX Corp 0.78%
  • Wells Fargo & Co 0.78%
  • Citigroup Inc 0.71%

Only in VIG

164 total
  • Broadcom Inc 4.63%
  • Apple Inc 4.45%
  • Microsoft Corp 4.34%
  • Eli Lilly & Co 3.93%
  • ExxonMobil Holdings Corp 2.78%
  • Visa Inc 2.45%
  • Mastercard Inc 2.00%
  • Costco Wholesale Corp 1.83%
  • UnitedHealth Group Inc 1.63%
  • KLA Corp 1.03%

Percentages are holdings overlap with the named fund.

Open SCHV 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.