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ETF comparison

CGUS vs SCHD

US Large Cap vs Dividend.

Capital Group Core Equity ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
4.4 %

5 positions appear in both funds. Buying equal dollars of CGUS and SCHD would leave roughly 4.4% of each dollar exposed to the same underlying securities.

CGUS unmatched 95.0% Shared 4.4% SCHD unmatched 95.3%

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 CGUS only
62 positions
Shared
5 positions
In SCHD only
94 positions

Side by side

CGUS

Capital Group Core Equity ETF

Capital Group · US Large Cap

78 composite / 100
Expense ratio
0.33%
Net assets
$12.13B
TTM yield
0.83%
Top-10 conc.
42.2%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

86 composite / 100
Expense ratio
0.060%
Net assets
$121.09B
TTM yield
2.94%
Top-10 conc.
41.7%

Sub-score comparison

67
Cost
94
89
Tax efficiency
75
100
Liquidity
100
54
Concentration
55
—
Tracking quality
—
CGUS sub-score SCHD

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

Cost difference

SCHD is 27 bps cheaper than CGUS. On a $100,000 position that's about $270/yr more in fees for CGUS.

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 CGUS vs SCHD.

Top shared holdings

5 shared in total
# Holding In CGUS In SCHD Overlap
1 Automatic Data Processing Inc 1.44% 2.78% 1.44%
2 Home Depot Inc/The 0.83% 3.87% 0.83%
3 Abbott Laboratories 0.81% 4.68% 0.81%
4 UnitedHealth Group Inc 0.76% 3.82% 0.76%
5 Accenture PLC 0.60% 2.84% 0.60%

Only in CGUS

62 total
  • NVIDIA Corp 7.43%
  • Microsoft Corp 7.05%
  • Broadcom Inc 5.46%
  • Amazon.com Inc 4.88%
  • Eli Lilly & Co 3.71%
  • Meta Platforms Inc 3.54%
  • Alphabet Inc 3.09%
  • Taiwan Semiconductor Manufacturing Co Ltd 2.49%
  • Apple Inc 2.39%
  • Applied Materials Inc 2.15%

Only in SCHD

94 total
  • Merck & Co Inc 4.76%
  • Amgen Inc 4.70%
  • Coca-Cola Co/The 4.16%
  • Chevron Corp 4.01%
  • Verizon Communications Inc 3.96%
  • ConocoPhillips 3.93%
  • Procter & Gamble Co/The 3.82%
  • PepsiCo Inc 3.64%
  • Bristol-Myers Squibb Co 3.32%
  • Texas Instruments Inc 3.12%

Percentages are holdings overlap with the named fund.

Open CGUS or SCHD 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.