ETF comparison
SCHD vs SCHX
Dividend vs US Large Cap.
Holdings overlap
56 positions appear in both funds. Buying equal dollars of SCHD and SCHX would leave roughly 7.8% 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
SCHX 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 SCHX.
Top shared holdings
56 shared in total| # | Holding | In SCHD | In SCHX | Overlap |
|---|---|---|---|---|
| 1 | Chevron Corp | 4.01% | 0.56% | 0.56% |
| 2 | Merck & Co Inc | 4.76% | 0.52% | 0.52% |
| 3 | UnitedHealth Group Inc | 3.82% | 0.51% | 0.51% |
| 4 | Coca-Cola Co/The | 4.16% | 0.49% | 0.49% |
| 5 | Procter & Gamble Co/The | 3.82% | 0.49% | 0.49% |
| 6 | Home Depot Inc/The | 3.87% | 0.47% | 0.47% |
| 7 | Texas Instruments Inc | 3.12% | 0.34% | 0.34% |
| 8 | Amgen Inc | 4.70% | 0.33% | 0.33% |
| 9 | Verizon Communications Inc | 3.96% | 0.30% | 0.30% |
| 10 | Abbott Laboratories | 4.68% | 0.28% | 0.28% |
| 11 | PepsiCo Inc | 3.64% | 0.28% | 0.28% |
| 12 | QUALCOMM Inc | 2.52% | 0.26% | 0.26% |
Only in SCHD
43 total- Columbia Banking System Inc 0.21%
- Macy's Inc 0.14%
- MSC Industrial Direct Co Inc 0.13%
- Nexstar Media Group Inc 0.13%
- Moelis & Co 0.12%
- Bank OZK 0.12%
- Murphy Oil Corp 0.12%
- Vail Resorts Inc 0.12%
- Federated Hermes Inc 0.11%
- Robert Half Inc 0.11%
Only in SCHX
691 total- NVIDIA Corp 7.69%
- Apple Inc 6.69%
- Microsoft Corp 5.42%
- Amazon.com Inc 3.66%
- Alphabet Inc 2.86%
- Broadcom Inc 2.52%
- Alphabet Inc 2.28%
- Meta Platforms Inc 1.81%
- Micron Technology Inc 1.56%
- Tesla Inc 1.49%
Related comparisons
More comparisons with SCHD
- SCHD vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 7.7%
- SCHD vs ESGU · iShares ESG Aware MSCI USA ETF 7.7%
- SCHD vs VV · Vanguard Morningstar Large-Cap ETF 7.6%
- SCHD vs DFUS · Dimensional U.S. Equity Market ETF 7.6%
- SCHD vs VOO · Vanguard S&P 500 ETF 7.6%
- SCHD vs SPYM · State Street SPDR Portfolio S&P 500 ETF 7.6%
More comparisons with SCHX
- SCHX vs VB · Vanguard Morningstar Small-Cap ETF 6.7%
- SCHX vs IJH · iShares Core S&P Mid-Cap ETF 2.9%
- SCHX vs IJR · iShares Core S&P Small-Cap ETF 0.2%
- SCHX vs IWM · iShares Russell 2000 ETF 0.0%
- SCHX vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 96.4%
- SCHX vs SCHB · Schwab U.S. Broad Market ETF 93.4%
Percentages are holdings overlap with the named fund.
Open SCHD or SCHX 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.