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ETF comparison

SCHX vs VYM

US Large Cap vs Dividend.

Schwab U.S. Large-Cap ETF · Vanguard High Dividend Yield Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
32.8 %

320 positions appear in both funds. Buying equal dollars of SCHX and VYM would leave roughly 32.8% of each dollar exposed to the same underlying securities.

SCHX unmatched 67.0% Shared 32.8% VYM unmatched 66.9%

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 SCHX only
428 positions
Shared
320 positions
In VYM only
284 positions

Side by side

SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$73.85B
TTM yield
1.04%
Top-10 conc.
37.3%
VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard · Dividend

90 composite / 100
Expense ratio
0.040%
Net assets
$95.75B
whole fund, 2 share classes
TTM yield
2.28%
Top-10 conc.
26.1%

Sub-score comparison

97
Cost
96
88
Tax efficiency
76
100
Liquidity
100
61
Concentration
77
—
Tracking quality
—
SCHX sub-score VYM

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

Cost difference

SCHX is 1 bps cheaper than VYM. On a $100,000 position that's about $10/yr more in fees for VYM.

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 VYM.

Top shared holdings

320 shared in total
# Holding In SCHX In VYM Overlap
1 Broadcom Inc 3.10% 7.35% 3.10%
2 JPMorgan Chase & Co 1.18% 3.82% 1.18%
3 Johnson & Johnson 0.79% 2.51% 0.79%
4 Cisco Systems Inc 0.70% 1.86% 0.70%
5 Caterpillar Inc 0.60% 1.50% 0.60%
6 AbbVie Inc 0.56% 1.80% 0.56%
7 Oracle Corp 0.56% 0.90% 0.56%
8 UnitedHealth Group Inc 0.50% 1.52% 0.50%
9 Bank of America Corp 0.50% 1.66% 0.50%
10 Chevron Corp 0.50% 1.48% 0.50%
11 Procter & Gamble Co/The 0.49% 1.37% 0.49%
12 Home Depot Inc/The 0.46% 1.34% 0.46%

Only in SCHX

428 total
  • NVIDIA Corp 7.50%
  • Apple Inc 6.69%
  • Microsoft Corp 4.88%
  • 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%
  • Eli Lilly & Co 1.28%

Only in VYM

284 total
  • ExxonMobil Holdings Corp 2.63%
  • Honeywell International Inc 0.31%
  • Honeywell Aerospace Inc 0.27%
  • Credicorp Ltd 0.11%
  • DuPont de Nemours Inc 0.08%
  • Southern Copper Corp 0.07%
  • Pinnacle Financial Partners Inc 0.06%
  • Fedex Freight Holding Co Inc 0.06%
  • Popular Inc 0.05%
  • Wintrust Financial Corp 0.04%

Percentages are holdings overlap with the named fund.

Open SCHX or VYM 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.