ETF comparison
SCHB vs USMV
US Total Market vs Low Volatility Factor.
Schwab U.S. Broad Market ETF · iShares MSCI USA Min Vol Factor ETF
Holdings overlap
162 positions appear in both funds. Buying equal dollars of SCHB and USMV would leave roughly 33.2% 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 12 bps cheaper than USMV. On a $100,000 position that's about $120/yr more in fees for USMV.
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 USMV.
Top shared holdings
162 shared in total| # | Holding | In SCHB | In USMV | Overlap |
|---|---|---|---|---|
| 1 | Microsoft Corp | 5.08% | 1.62% | 1.62% |
| 2 | NVIDIA Corp | 7.20% | 1.32% | 1.32% |
| 3 | Berkshire Hathaway Inc | 1.24% | 1.47% | 1.24% |
| 4 | Broadcom Inc | 2.36% | 1.02% | 1.02% |
| 5 | ExxonMobil Holdings Corp | 0.90% | 1.39% | 0.90% |
| 6 | Apple Inc | 6.27% | 0.90% | 0.90% |
| 7 | Johnson & Johnson | 0.86% | 1.54% | 0.86% |
| 8 | Visa Inc | 0.85% | 1.00% | 0.85% |
| 9 | Eli Lilly & Co | 1.23% | 0.78% | 0.78% |
| 10 | Advanced Micro Devices Inc | 1.03% | 0.69% | 0.69% |
| 11 | Micron Technology Inc | 1.46% | 0.64% | 0.64% |
| 12 | Mastercard Inc | 0.64% | 1.26% | 0.64% |
Only in SCHB
2,210 total- Alphabet Inc 2.68%
- Tesla Inc 1.39%
- JPMorgan Chase & Co 1.28%
- Intel Corp 0.60%
- Bank of America Corp 0.54%
- Lam Research Corp 0.51%
- Caterpillar Inc 0.49%
- General Electric Co 0.47%
- Goldman Sachs Group Inc/The 0.41%
- Wells Fargo & Co 0.36%
Only in USMV
3 total- WASTE CONNECTIONS, INC. 1.25%
- ELECTRONIC ARTS INC. 0.85%
- MercadoLibre, Inc. 0.36%
Related comparisons
More comparisons with SCHB
- SCHB vs DFLV · Dimensional US Large Cap Value ETF 32.4%
- SCHB vs SPMO · Invesco S&P 500 Momentum ETF 31.9%
- SCHB vs MGV · Vanguard Morningstar Mega Cap Value ETF 30.8%
- SCHB vs AVLV · Avantis US Large Cap Value ETF 29.3%
- SCHB vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 27.1%
- SCHB vs MTUM · iShares MSCI USA Momentum Factor ETF 25.9%
More comparisons with USMV
- USMV vs VTI · Vanguard Morningstar Total Stock Market ETF 32.2%
- USMV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 32.0%
- USMV vs VTV · Vanguard Morningstar Value ETF 31.1%
- USMV vs IWD · iShares Russell 1000 Value ETF 30.0%
- USMV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 29.5%
- USMV vs SPLV · Invesco S&P 500 Low Volatility ETF 28.0%
Percentages are holdings overlap with the named fund.
Open SCHB or USMV 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.