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ETF comparison

SCHD vs SCHG

Dividend vs US Large Cap Growth.

Schwab U.S. Dividend Equity ETF · Schwab U.S. Large-Cap Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.4 %

1 positions appear in both funds. Buying equal dollars of SCHD and SCHG would leave roughly 1.4% of each dollar exposed to the same underlying securities.

SCHD unmatched 98.4% Shared 1.4% SCHG unmatched 98.5%

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 SCHD only
98 positions
Shared
1 positions
In SCHG only
191 positions

Side by side

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%
SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab · US Large Cap Growth

88 composite / 100
Expense ratio
0.040%
Net assets
$61.69B
TTM yield
0.41%
Top-10 conc.
51.0%

Sub-score comparison

94
Cost
96
75
Tax efficiency
90
100
Liquidity
100
55
Concentration
41
—
Tracking quality
—
SCHD sub-score SCHG

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

Cost difference

SCHG is 2 bps cheaper than SCHD. On a $100,000 position that's about $20/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 SCHD vs SCHG.

Top shared holdings

1 shared in total
# Holding In SCHD In SCHG Overlap
1 UnitedHealth Group Inc 3.82% 1.36% 1.36%

Only in SCHD

98 total
  • Merck & Co Inc 4.76%
  • Amgen Inc 4.70%
  • Abbott Laboratories 4.68%
  • Coca-Cola Co/The 4.16%
  • Chevron Corp 4.01%
  • Verizon Communications Inc 3.96%
  • ConocoPhillips 3.93%
  • Home Depot Inc/The 3.87%
  • Procter & Gamble Co/The 3.82%
  • PepsiCo Inc 3.64%

Only in SCHG

191 total
  • NVIDIA Corp 10.67%
  • Apple Inc 9.29%
  • Microsoft Corp 7.52%
  • Amazon.com Inc 5.07%
  • Alphabet Inc 3.97%
  • Broadcom Inc 3.50%
  • Alphabet Inc 3.16%
  • Eli Lilly & Co 2.93%
  • Meta Platforms Inc 2.51%
  • Visa Inc 2.43%

Percentages are holdings overlap with the named fund.

Open SCHD or SCHG 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.