ETF comparison
ESGU vs SCHD
US Total Market vs Dividend.
iShares ESG Aware MSCI USA ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
29 positions appear in both funds. Buying equal dollars of ESGU and SCHD would leave roughly 7.7% 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 9 bps cheaper than ESGU. On a $100,000 position that's about $90/yr more in fees for ESGU.
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 ESGU vs SCHD.
Top shared holdings
29 shared in total| # | Holding | In ESGU | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | THE HOME DEPOT, INC. | 0.63% | 3.87% | 0.63% |
| 2 | THE COCA-COLA COMPANY | 0.58% | 4.16% | 0.58% |
| 3 | VERIZON COMMUNICATIONS INC. | 0.55% | 3.96% | 0.55% |
| 4 | THE PROCTER & GAMBLE COMPANY | 0.54% | 3.82% | 0.54% |
| 5 | MERCK & CO., INC. | 0.54% | 4.76% | 0.54% |
| 6 | UNITEDHEALTH GROUP INCORPORATED | 0.48% | 3.82% | 0.48% |
| 7 | AUTOMATIC DATA PROCESSING, INC. | 0.40% | 2.78% | 0.40% |
| 8 | TEXAS INSTRUMENTS INCORPORATED | 0.36% | 3.12% | 0.36% |
| 9 | AMGEN INC. | 0.33% | 4.70% | 0.33% |
| 10 | CONOCOPHILLIPS | 0.27% | 3.93% | 0.27% |
| 11 | QUALCOMM INCORPORATED | 0.25% | 2.52% | 0.25% |
| 12 | ACCENTURE PUBLIC LIMITED COMPANY | 0.24% | 2.84% | 0.24% |
Only in ESGU
246 total- NVIDIA CORPORATION 7.70%
- APPLE INC. 6.90%
- MICROSOFT CORPORATION 5.41%
- AMAZON.COM, INC. 3.71%
- ALPHABET INC. 3.28%
- BROADCOM INC. 2.52%
- ALPHABET INC. 2.00%
- META PLATFORMS, INC. 1.77%
- MICRON TECHNOLOGY, INC. 1.60%
- TESLA, INC. 1.55%
Only in SCHD
70 total- Altria Group Inc 2.78%
- Lockheed Martin Corp 2.77%
- Blackstone Inc 2.59%
- Comcast Corp 2.31%
- SLB Ltd 2.19%
- United Parcel Service Inc 1.89%
- Fastenal Co 1.38%
- Ford Motor Co 1.33%
- Paychex Inc 1.00%
- Cincinnati Financial Corp 0.64%
Related comparisons
More comparisons with ESGU
- ESGU vs VB · Vanguard Morningstar Small-Cap ETF 3.9%
- ESGU vs IJH · iShares Core S&P Mid-Cap ETF 0.6%
- ESGU vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- ESGU vs IWM · iShares Russell 2000 ETF 0.0%
- ESGU vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 79.3%
- ESGU vs SPY · State Street SPDR S&P 500 ETF Trust 77.7%
More comparisons with SCHD
Percentages are holdings overlap with the named fund.
Open ESGU 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.