ETF comparison
SCHX vs VIG
US Large Cap vs Dividend.
Schwab U.S. Large-Cap ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
208 positions appear in both funds. Buying equal dollars of SCHX and VIG would leave roughly 38.6% 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
SCHX 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 SCHX vs VIG.
Top shared holdings
208 shared in total| # | Holding | In SCHX | In VIG | Overlap |
|---|---|---|---|---|
| 1 | Apple Inc | 6.69% | 4.45% | 4.45% |
| 2 | Microsoft Corp | 4.88% | 4.34% | 4.34% |
| 3 | Broadcom Inc | 3.10% | 4.63% | 3.10% |
| 4 | Eli Lilly & Co | 1.28% | 3.93% | 1.28% |
| 5 | JPMorgan Chase & Co | 1.18% | 4.07% | 1.18% |
| 6 | Visa Inc | 0.80% | 2.45% | 0.80% |
| 7 | Johnson & Johnson | 0.79% | 2.67% | 0.79% |
| 8 | Walmart Inc | 0.74% | 2.11% | 0.74% |
| 9 | Cisco Systems Inc | 0.70% | 1.98% | 0.70% |
| 10 | Costco Wholesale Corp | 0.62% | 1.83% | 0.62% |
| 11 | Caterpillar Inc | 0.60% | 1.62% | 0.60% |
| 12 | Mastercard Inc | 0.59% | 2.00% | 0.59% |
Only in SCHX
540 total- NVIDIA Corp 7.50%
- Amazon.com Inc 3.86%
- Alphabet Inc 3.24%
- Alphabet Inc 2.57%
- Meta Platforms Inc 2.02%
- Tesla Inc 1.79%
- Micron Technology Inc 1.60%
- Berkshire Hathaway Inc 1.27%
- Advanced Micro Devices Inc 1.23%
- Exxon Mobil Corp 0.89%
Only in VIG
125 total- ExxonMobil Holdings Corp 2.78%
- Honeywell International Inc 0.33%
- Honeywell Aerospace Inc 0.28%
- Sunbelt Rentals Holdings Inc 0.13%
- HEICO Corp 0.09%
- Applied Industrial Technologies Inc 0.06%
- Littelfuse Inc 0.05%
- Wintrust Financial Corp 0.05%
- UMB Financial Corp 0.04%
- Ensign Group Inc/The 0.04%
Related comparisons
More comparisons with SCHX
- SCHX vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 32.8%
- SCHX vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 28.1%
- SCHX vs SPHB · Invesco S&P 500 High Beta ETF 20.4%
- SCHX vs VO · Vanguard Morningstar Mid-Cap ETF 16.5%
- SCHX vs SCHD · Schwab U.S. Dividend Equity ETF 7.5%
- SCHX vs VB · Vanguard Morningstar Small-Cap ETF 6.7%
More comparisons with VIG
- VIG vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 38.4%
- VIG vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 38.3%
- VIG vs SCHK · Schwab 1000 ETF 38.0%
- VIG vs VTI · Vanguard Morningstar Total Stock Market ETF 37.6%
- VIG vs IWV · iShares Russell 3000 ETF 37.5%
- VIG vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 37.4%
Percentages are holdings overlap with the named fund.
Open SCHX 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.