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ETF comparison

DSI vs SCHK

Both US Total Market.

iShares ESG MSCI KLD 400 ETF · Schwab 1000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
50.7 %

350 positions appear in both funds. Buying equal dollars of DSI and SCHK would leave roughly 50.7% of each dollar exposed to the same underlying securities.

DSI unmatched 49.1% Shared 50.7% SCHK unmatched 49.2%

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 DSI only
52 positions
Shared
350 positions
In SCHK only
630 positions

Side by side

DSI

iShares ESG MSCI KLD 400 ETF

iShares · US Total Market

77 composite / 100
Expense ratio
0.25%
Net assets
$5.35B
TTM yield
0.91%
Top-10 conc.
44.2%
SCHK

Schwab 1000 ETF

Schwab · US Total Market

88 composite / 100
Expense ratio
0.030%
Net assets
$5.69B
TTM yield
1.06%
Top-10 conc.
35.1%

Sub-score comparison

75
Cost
97
89
Tax efficiency
88
88
Liquidity
89
51
Concentration
64
—
Tracking quality
—
DSI sub-score SCHK

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

Cost difference

SCHK is 22 bps cheaper than DSI. On a $100,000 position that's about $220/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 SCHK.

Top shared holdings

350 shared in total
# Holding In DSI In SCHK Overlap
1 NVIDIA CORPORATION 13.42% 7.49% 7.49%
2 MICROSOFT CORPORATION 9.49% 5.28% 5.28%
3 ALPHABET INC. 6.00% 2.79% 2.79%
4 ALPHABET INC. 4.77% 2.22% 2.22%
5 TESLA, INC. 2.54% 1.45% 1.45%
6 ADVANCED MICRO DEVICES, INC. 2.25% 1.08% 1.08%
7 VISA INC. 1.78% 0.88% 0.88%
8 MASTERCARD INCORPORATED 1.36% 0.67% 0.67%
9 ABBVIE INC. 1.29% 0.63% 0.63%
10 INTEL CORPORATION 1.15% 0.62% 0.62%
11 CISCO SYSTEMS, INC. 1.33% 0.61% 0.61%
12 LAM RESEARCH CORPORATION 1.06% 0.53% 0.53%

Only in DSI

52 total
  • ELECTRONIC ARTS INC. 0.14%
  • AVALONBAY COMMUNITIES, INC. 0.08%
  • DARLING INGREDIENTS INC. 0.03%
  • NOV INC. 0.02%
  • SENSATA TECHNOLOGIES HOLDING PLC 0.02%
  • THE MACERICH COMPANY 0.02%
  • LUMEN TECHNOLOGIES, INC. 0.02%
  • NEW JERSEY RESOURCES CORPORATION 0.02%
  • SONOCO PRODUCTS COMPANY 0.02%
  • GRANITE CONSTRUCTION INCORPORATED 0.01%

Only in SCHK

630 total
  • Apple Inc 6.52%
  • Amazon.com Inc 3.56%
  • Broadcom Inc 2.46%
  • Meta Platforms Inc 1.76%
  • Micron Technology Inc 1.52%
  • JPMorgan Chase & Co 1.34%
  • Berkshire Hathaway Inc 1.30%
  • Eli Lilly & Co 1.28%
  • ExxonMobil Holdings Corp 0.93%
  • Johnson & Johnson 0.90%

Percentages are holdings overlap with the named fund.

Open DSI or SCHK 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.