ETF comparison
FNDX vs SCHD
US Large Cap vs Dividend.
Schwab Fundamental U.S. Large Company ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
61 positions appear in both funds. Buying equal dollars of FNDX and SCHD would leave roughly 16.0% 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 FNDX. On a $100,000 position that's about $190/yr more in fees for FNDX.
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 FNDX vs SCHD.
Top shared holdings
61 shared in total| # | Holding | In FNDX | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Chevron Corp | 1.61% | 4.01% | 1.61% |
| 2 | UnitedHealth Group Inc | 1.45% | 3.82% | 1.45% |
| 3 | Verizon Communications Inc | 1.01% | 3.96% | 1.01% |
| 4 | Merck & Co Inc | 0.79% | 4.76% | 0.79% |
| 5 | ConocoPhillips | 0.75% | 3.93% | 0.75% |
| 6 | Procter & Gamble Co/The | 0.70% | 3.82% | 0.70% |
| 7 | Comcast Corp | 0.60% | 2.31% | 0.60% |
| 8 | Bristol-Myers Squibb Co | 0.59% | 3.32% | 0.59% |
| 9 | Home Depot Inc/The | 0.58% | 3.87% | 0.58% |
| 10 | Target Corp | 0.49% | 1.78% | 0.49% |
| 11 | Ford Motor Co | 0.47% | 1.33% | 0.47% |
| 12 | Amgen Inc | 0.43% | 4.70% | 0.43% |
Only in FNDX
670 total- Apple Inc 4.46%
- Microsoft Corp 2.82%
- ExxonMobil Holdings Corp 2.42%
- Amazon.com Inc 1.80%
- Alphabet Inc 1.78%
- JPMorgan Chase & Co 1.63%
- Berkshire Hathaway Inc 1.60%
- Intel Corp 1.42%
- Alphabet Inc 1.41%
- Meta Platforms Inc 1.21%
Only in SCHD
38 total- Columbia Banking System Inc 0.21%
- Autoliv Inc 0.20%
- Erie Indemnity Co 0.16%
- Moelis & Co 0.12%
- Bank OZK 0.12%
- Federated Hermes Inc 0.11%
- Korn Ferry 0.11%
- Clearway Energy Inc 0.09%
- CVB Financial Corp 0.09%
- Artisan Partners Asset Management Inc 0.07%
Related comparisons
More comparisons with FNDX
More comparisons with SCHD
- SCHD vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 16.0%
- SCHD vs IVE · iShares S&P 500 Value ETF 16.0%
- SCHD vs SCHV · Schwab U.S. Large-Cap Value ETF 15.9%
- SCHD vs FDVV · Fidelity High Dividend ETF 15.9%
- SCHD vs DFLV · Dimensional US Large Cap Value ETF 15.4%
- SCHD vs IUSV · iShares Core S&P U.S. Value ETF 15.4%
Percentages are holdings overlap with the named fund.
Open FNDX 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.