ETF comparison
SCHD vs SCHM
Dividend vs US Mid Cap.
Holdings overlap
18 positions appear in both funds. Buying equal dollars of SCHD and SCHM would leave roughly 3.1% 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
SCHM 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 SCHD vs SCHM.
Top shared holdings
18 shared in total| # | Holding | In SCHD | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Snap-on Inc | 0.49% | 0.37% | 0.37% |
| 2 | East West Bancorp Inc | 0.42% | 0.32% | 0.32% |
| 3 | HF Sinclair Corp | 0.38% | 0.29% | 0.29% |
| 4 | APA Corp | 0.37% | 0.28% | 0.28% |
| 5 | Fidelity National Financial Inc | 0.29% | 0.22% | 0.22% |
| 6 | Watsco Inc | 0.26% | 0.20% | 0.20% |
| 7 | Skyworks Solutions Inc | 0.25% | 0.19% | 0.19% |
| 8 | American Financial Group Inc/OH | 0.24% | 0.18% | 0.18% |
| 9 | Old Republic International Corp | 0.23% | 0.17% | 0.17% |
| 10 | Booz Allen Hamilton Holding Corp | 0.22% | 0.17% | 0.17% |
| 11 | Columbia Banking System Inc | 0.21% | 0.16% | 0.16% |
| 12 | Autoliv Inc | 0.20% | 0.16% | 0.16% |
Only in SCHD
81 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%
- UnitedHealth Group Inc 3.82%
Only in SCHM
473 total- Sandisk Corp 4.32%
- Lumentum Holdings Inc 1.32%
- Coherent Corp 1.01%
- Ciena Corp 1.01%
- Bloom Energy Corp 1.00%
- Moderna Inc 0.92%
- Revolution Medicines Inc 0.76%
- Flex Ltd 0.75%
- Twilio Inc 0.67%
- Steel Dynamics Inc 0.59%
Related comparisons
More comparisons with SCHD
- SCHD vs IWF · iShares Russell 1000 Growth ETF 3.1%
- SCHD vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 3.0%
- SCHD vs IWP · iShares Russell Mid-Cap Growth ETF 3.0%
- SCHD vs ONEQ · Fidelity Nasdaq Composite Index ETF 2.9%
- SCHD vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.9%
- SCHD vs SPMO · Invesco S&P 500 Momentum ETF 2.9%
More comparisons with SCHM
Percentages are holdings overlap with the named fund.
Open SCHD or SCHM 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.