ETF comparison
HDV vs SCHD
Both Dividend.
iShares Core High Dividend ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
23 positions appear in both funds. Buying equal dollars of HDV and SCHD would leave roughly 38.5% of each dollar exposed to the same underlying securities.
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 2 bps cheaper than HDV. On a $100,000 position that's about $20/yr more in fees for HDV.
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 HDV vs SCHD.
Top shared holdings
23 shared in total| # | Holding | In HDV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | CHEVRON CORP | 6.42% | 4.31% | 4.31% |
| 2 | COCA-COLA COMPANY (THE) | 3.86% | 4.03% | 3.86% |
| 3 | MERCK & COMPANY INC | 3.77% | 4.24% | 3.77% |
| 4 | HOME DEPOT INC (THE) | 4.07% | 3.72% | 3.72% |
| 5 | ALTRIA GROUP INC | 3.70% | 4.14% | 3.70% |
| 6 | PEPSICO INC | 3.66% | 4.01% | 3.66% |
| 7 | TEXAS INSTRUMENTS INC | 3.54% | 4.06% | 3.54% |
| 8 | ABBVIE INC | 5.44% | 3.53% | 3.53% |
| 9 | CONOCOPHILLIPS | 2.13% | 4.32% | 2.13% |
| 10 | EOG RESOURCES INC | 1.14% | 2.42% | 1.14% |
| 11 | SLB LTD | 1.01% | 2.76% | 1.01% |
| 12 | KIMBERLY CLARK CORP | 0.77% | 1.33% | 0.77% |
Only in HDV
52 total- EXXON MOBIL CORP 8.42%
- JOHNSON & JOHNSON 5.68%
- PROCTER & GAMBLE COMPANY (THE) 4.46%
- PHILIP MORRIS INTERNATIONAL INC 4.17%
- PROGRESSIVE CORP (THE) 3.79%
- BLACKSTONE INC 2.42%
- QUALCOMM INC 2.37%
- US BANCORP 1.68%
- ACCENTURE PLC 1.64%
- DUKE ENERGY CORP 1.57%
Only in SCHD
75 total- Lockheed Martin Corp 4.82%
- Verizon Communications Inc 4.31%
- Bristol-Myers Squibb Co 4.28%
- Amgen Inc 3.93%
- Cisco Systems Inc 3.58%
- United Parcel Service Inc 3.08%
- Valero Energy Corp 2.24%
- Ford Motor Co 1.98%
- Fastenal Co 1.90%
- ONEOK Inc 1.87%
Open HDV 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.