ETF comparison
SCHB vs SDY
US Total Market vs Dividend.
Schwab U.S. Broad Market ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
154 positions appear in both funds. Buying equal dollars of SCHB and SDY would leave roughly 12.4% 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
SCHB is 32 bps cheaper than SDY. On a $100,000 position that's about $320/yr more in fees for SDY.
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 SDY.
Top shared holdings
154 shared in total| # | Holding | In SCHB | In SDY | Overlap |
|---|---|---|---|---|
| 1 | Johnson & Johnson | 0.86% | 0.99% | 0.86% |
| 2 | AbbVie Inc | 0.61% | 1.62% | 0.61% |
| 3 | Chevron Corp | 0.52% | 1.27% | 0.52% |
| 4 | Caterpillar Inc | 0.49% | 0.47% | 0.47% |
| 5 | Coca-Cola Co/The | 0.46% | 1.26% | 0.46% |
| 6 | Procter & Gamble Co/The | 0.46% | 1.25% | 0.46% |
| 7 | Microsoft Corp | 5.08% | 0.36% | 0.36% |
| 8 | Texas Instruments Inc | 0.32% | 1.55% | 0.32% |
| 9 | Linde PLC | 0.30% | 0.56% | 0.30% |
| 10 | International Business Machines Corp | 0.30% | 1.27% | 0.30% |
| 11 | Walmart Inc | 0.62% | 0.29% | 0.29% |
| 12 | Verizon Communications Inc | 0.28% | 2.14% | 0.28% |
Only in SCHB
2,218 total- NVIDIA Corp 7.20%
- Apple Inc 6.27%
- 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%
- JPMorgan Chase & Co 1.28%
Only in SDY
1 total- Exxon Mobil Corp 0.93%
Related comparisons
More comparisons with SCHB
- SCHB vs VLUE · iShares MSCI USA Value Factor ETF 12.3%
- SCHB vs VB · Vanguard Morningstar Small-Cap ETF 11.3%
- SCHB vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 9.7%
- SCHB vs VOE · Vanguard Morningstar Mid-Cap Value ETF 9.2%
- SCHB vs HDV · iShares Core High Dividend ETF 9.1%
- SCHB vs RPV · Invesco S&P 500 Pure Value ETF 9.0%
More comparisons with SDY
Percentages are holdings overlap with the named fund.
Open SCHB or SDY 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.