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ETF comparison

SCHV vs VO

US Value vs US Mid Cap.

Schwab U.S. Large-Cap Value ETF · Vanguard Morningstar Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
26.5 %

202 positions appear in both funds. Buying equal dollars of SCHV and VO would leave roughly 26.5% of each dollar exposed to the same underlying securities.

SCHV unmatched 73.4% Shared 26.5% VO unmatched 73.2%

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
353 positions
Shared
202 positions
In VO only
80 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%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$216.43B
whole fund, 5 share classes
TTM yield
1.00%
Top-10 conc.
9.5%

Sub-score comparison

96
Cost
97
87
Tax efficiency
88
100
Liquidity
100
85
Concentration
100
—
Tracking quality
—
SCHV sub-score VO

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

Cost difference

VO is 1 bps cheaper than SCHV. On a $100,000 position that's about $10/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 VO.

Top shared holdings

202 shared in total
# Holding In SCHV In VO Overlap
1 Seagate Technology Holdings PLC 0.62% 1.05% 0.62%
2 Western Digital Corp 0.58% 1.06% 0.58%
3 Newmont Corp 0.39% 0.48% 0.39%
4 Howmet Aerospace Inc 0.34% 1.04% 0.34%
5 Cummins Inc 0.29% 0.95% 0.29%
6 FedEx Corp 0.29% 0.33% 0.29%
7 Williams Cos Inc/The 0.28% 0.44% 0.28%
8 Johnson Controls International plc 0.27% 0.43% 0.27%
9 Ciena Corp 0.27% 0.67% 0.27%
10 SLB Ltd 0.26% 0.67% 0.26%
11 General Motors Co 0.24% 0.67% 0.24%
12 Ross Stores Inc 0.24% 0.66% 0.24%

Only in SCHV

353 total
  • Micron Technology Inc 3.54%
  • Berkshire Hathaway Inc 2.82%
  • JPMorgan Chase & Co 2.62%
  • Exxon Mobil Corp 1.97%
  • Johnson & Johnson 1.76%
  • Intel Corp 1.75%
  • Walmart Inc 1.65%
  • Cisco Systems Inc 1.54%
  • Caterpillar Inc 1.32%
  • Lam Research Corp 1.29%

Only in VO

80 total
  • Vertiv Holdings Co 1.22%
  • Quanta Services Inc 1.04%
  • Datadog Inc 0.83%
  • Constellation Energy Corp 0.78%
  • Robinhood Markets Inc 0.77%
  • Cloudflare Inc 0.76%
  • Coherent Corp 0.75%
  • TransDigm Group Inc 0.72%
  • United Rentals Inc 0.69%
  • Comfort Systems USA Inc 0.67%

Percentages are holdings overlap with the named fund.

Open SCHV or VO 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.