ETF comparison
SCHX vs VTV
US Large Cap vs US Value.
Holdings overlap
301 positions appear in both funds. Buying equal dollars of SCHX and VTV would leave roughly 40.2% 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
Expense ratios are effectively identical (0.030% vs 0.030%).
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 VTV.
Top shared holdings
301 shared in total| # | Holding | In SCHX | In VTV | Overlap |
|---|---|---|---|---|
| 1 | Micron Technology Inc | 1.60% | 4.87% | 1.60% |
| 2 | Berkshire Hathaway Inc | 1.27% | 2.95% | 1.27% |
| 3 | JPMorgan Chase & Co | 1.18% | 3.06% | 1.18% |
| 4 | Exxon Mobil Corp | 0.89% | 2.12% | 0.89% |
| 5 | Johnson & Johnson | 0.79% | 2.29% | 0.79% |
| 6 | Intel Corp | 0.79% | 1.05% | 0.79% |
| 7 | Walmart Inc | 0.74% | 1.86% | 0.74% |
| 8 | Cisco Systems Inc | 0.70% | 1.56% | 0.70% |
| 9 | Caterpillar Inc | 0.60% | 1.83% | 0.60% |
| 10 | AbbVie Inc | 0.56% | 1.66% | 0.56% |
| 11 | UnitedHealth Group Inc | 0.50% | 1.41% | 0.50% |
| 12 | Bank of America Corp | 0.50% | 1.36% | 0.50% |
Only in SCHX
447 total- NVIDIA Corp 7.50%
- Apple Inc 6.69%
- Microsoft Corp 4.88%
- Amazon.com Inc 3.86%
- Alphabet Inc 3.24%
- Broadcom Inc 3.10%
- Alphabet Inc 2.57%
- Meta Platforms Inc 2.02%
- Tesla Inc 1.79%
- Eli Lilly & Co 1.28%
Only in VTV
7 total- Berkshire Hathaway Inc 0.52%
- Honeywell International Inc 0.27%
- Honeywell Aerospace Inc 0.26%
- Sunbelt Rentals Holdings Inc 0.06%
- Rocket Cos Inc 0.05%
- Fox Corp 0.02%
- Lennar Corp 0.00%
Related comparisons
More comparisons with SCHX
- SCHX vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 38.6%
- 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%
More comparisons with VTV
- VTV vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 40.2%
- VTV vs DSI · iShares ESG MSCI KLD 400 ETF 40.0%
- VTV vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 39.5%
- VTV vs SCHK · Schwab 1000 ETF 39.1%
- VTV vs IWV · iShares Russell 3000 ETF 38.9%
- VTV vs AVUS · Avantis US Equity ETF 38.8%
Percentages are holdings overlap with the named fund.
Open SCHX or VTV 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.