Skip to main content

ETF comparison

SCHB vs SCHD

US Total Market vs Dividend.

Schwab U.S. Broad Market ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
7.4 %

99 positions appear in both funds. Buying equal dollars of SCHB and SCHD would leave roughly 7.4% of each dollar exposed to the same underlying securities.

SCHB unmatched 92.4% Shared 7.4% SCHD unmatched 92.3%

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 SCHB only
2,273 positions
Shared
99 positions
In SCHD only
0 positions

Side by side

SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.23B
TTM yield
1.06%
Top-10 conc.
33.7%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

86 composite / 100
Expense ratio
0.060%
Net assets
$121.09B
TTM yield
2.94%
Top-10 conc.
41.7%

Sub-score comparison

97
Cost
94
88
Tax efficiency
75
100
Liquidity
100
66
Concentration
55
—
Tracking quality
—
SCHB sub-score SCHD

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

Cost difference

SCHB is 3 bps cheaper than SCHD. On a $100,000 position that's about $30/yr more in fees for SCHD.

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 SCHB vs SCHD.

Top shared holdings

99 shared in total
# Holding In SCHB In SCHD Overlap
1 Chevron Corp 0.52% 4.01% 0.52%
2 Merck & Co Inc 0.49% 4.76% 0.49%
3 UnitedHealth Group Inc 0.48% 3.82% 0.48%
4 Coca-Cola Co/The 0.46% 4.16% 0.46%
5 Procter & Gamble Co/The 0.46% 3.82% 0.46%
6 Home Depot Inc/The 0.44% 3.87% 0.44%
7 Texas Instruments Inc 0.32% 3.12% 0.32%
8 Amgen Inc 0.31% 4.70% 0.31%
9 Verizon Communications Inc 0.28% 3.96% 0.28%
10 Abbott Laboratories 0.26% 4.68% 0.26%
11 PepsiCo Inc 0.26% 3.64% 0.26%
12 QUALCOMM Inc 0.24% 2.52% 0.24%

Only in SCHB

2,273 total
  • NVIDIA Corp 7.20%
  • Apple Inc 6.27%
  • Microsoft Corp 5.08%
  • Amazon.com Inc 3.42%
  • Alphabet Inc 2.68%
  • Broadcom Inc 2.36%
  • Alphabet Inc 2.13%
  • Meta Platforms Inc 1.69%
  • Micron Technology Inc 1.46%
  • Tesla Inc 1.39%

Only in SCHD

0 total

Every SCHD position is also held by SCHB.

Percentages are holdings overlap with the named fund.

Open SCHB 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.