ETF comparison
DSI vs SCHD
US Total Market vs Dividend.
iShares ESG MSCI KLD 400 ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
33 positions appear in both funds. Buying equal dollars of DSI and SCHD would leave roughly 9.0% 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
SCHD is 19 bps cheaper than DSI. On a $100,000 position that's about $190/yr more in fees for DSI.
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 DSI vs SCHD.
Top shared holdings
33 shared in total| # | Holding | In DSI | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | THE COCA-COLA COMPANY | 0.98% | 4.16% | 0.98% |
| 2 | THE PROCTER & GAMBLE COMPANY | 0.97% | 3.82% | 0.97% |
| 3 | THE HOME DEPOT, INC. | 0.96% | 3.87% | 0.96% |
| 4 | MERCK & CO., INC. | 0.93% | 4.76% | 0.93% |
| 5 | TEXAS INSTRUMENTS INCORPORATED | 0.73% | 3.12% | 0.73% |
| 6 | AMGEN INC. | 0.60% | 4.70% | 0.60% |
| 7 | VERIZON COMMUNICATIONS INC. | 0.57% | 3.96% | 0.57% |
| 8 | Pepsico, Inc. | 0.55% | 3.64% | 0.55% |
| 9 | BRISTOL-MYERS SQUIBB COMPANY | 0.39% | 3.32% | 0.39% |
| 10 | AUTOMATIC DATA PROCESSING, INC. | 0.31% | 2.78% | 0.31% |
| 11 | ACCENTURE PUBLIC LIMITED COMPANY | 0.30% | 2.84% | 0.30% |
| 12 | UNITED PARCEL SERVICE, INC. | 0.22% | 1.89% | 0.22% |
Only in DSI
369 total- NVIDIA CORPORATION 13.42%
- MICROSOFT CORPORATION 9.49%
- ALPHABET INC. 6.00%
- ALPHABET INC. 4.77%
- TESLA, INC. 2.54%
- ADVANCED MICRO DEVICES, INC. 2.25%
- VISA INC. 1.78%
- MASTERCARD INCORPORATED 1.36%
- CISCO SYSTEMS, INC. 1.33%
- ABBVIE INC. 1.29%
Only in SCHD
66 total- Abbott Laboratories 4.68%
- Chevron Corp 4.01%
- ConocoPhillips 3.93%
- UnitedHealth Group Inc 3.82%
- Altria Group Inc 2.78%
- Lockheed Martin Corp 2.77%
- Blackstone Inc 2.59%
- QUALCOMM Inc 2.52%
- Comcast Corp 2.31%
- SLB Ltd 2.19%
Related comparisons
More comparisons with DSI
More comparisons with SCHD
- SCHD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 8.5%
- SCHD vs OEF · iShares S&P 100 ETF 8.4%
- SCHD vs DFAC · DFA U.S. Core Equity 2 Portfolio-ETF Class Shares 8.3%
- SCHD vs QUAL · iShares MSCI USA Quality Factor ETF 8.2%
- SCHD vs SPY · State Street SPDR S&P 500 ETF Trust 8.2%
- SCHD vs MGC · Vanguard Morningstar Mega Cap ETF 8.1%
Percentages are holdings overlap with the named fund.
Open DSI 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.