ETF comparison
SCHD vs VBR
Dividend vs US Small Cap.
Schwab U.S. Dividend Equity ETF · Vanguard Morningstar Small-Cap Value ETF
Holdings overlap
38 positions appear in both funds. Buying equal dollars of SCHD and VBR would leave roughly 4.4% 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
VBR is 1 bps cheaper than SCHD. On a $100,000 position that's about $10/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 VBR.
Top shared holdings
38 shared in total| # | Holding | In SCHD | In VBR | Overlap |
|---|---|---|---|---|
| 1 | East West Bancorp Inc | 0.42% | 0.38% | 0.38% |
| 2 | Best Buy Co Inc | 0.38% | 0.33% | 0.33% |
| 3 | Fidelity National Financial Inc | 0.29% | 0.26% | 0.26% |
| 4 | APA Corp | 0.37% | 0.25% | 0.25% |
| 5 | HF Sinclair Corp | 0.38% | 0.23% | 0.23% |
| 6 | Skyworks Solutions Inc | 0.25% | 0.22% | 0.22% |
| 7 | American Financial Group Inc/OH | 0.24% | 0.20% | 0.20% |
| 8 | Columbia Banking System Inc | 0.21% | 0.20% | 0.20% |
| 9 | General Mills Inc | 0.54% | 0.20% | 0.20% |
| 10 | Old Republic International Corp | 0.23% | 0.19% | 0.19% |
| 11 | Broadridge Financial Solutions Inc | 0.51% | 0.17% | 0.17% |
| 12 | Booz Allen Hamilton Holding Corp | 0.22% | 0.16% | 0.16% |
Only in SCHD
61 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 VBR
802 total- Jabil Inc 0.87%
- NRG Energy Inc 0.66%
- Tapestry Inc 0.63%
- Atmos Energy Corp 0.62%
- Williams-Sonoma Inc 0.59%
- Moderna Inc 0.54%
- Smurfit Westrock PLC 0.52%
- F5 Inc 0.50%
- US Foods Holding Corp 0.48%
- JB Hunt Transport Services Inc 0.47%
Related comparisons
More comparisons with SCHD
- SCHD vs DFAS · DFA U.S. Small Cap Portfolio-ETF Class Shares 3.9%
- SCHD vs DFAT · DFA U.S. Targeted Value Portfolio-ETF Class Shares 3.7%
- SCHD vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3.5%
- SCHD vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 3.5%
- SCHD vs SPHB · Invesco S&P 500 High Beta ETF 3.4%
- SCHD vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.4%
More comparisons with VBR
Percentages are holdings overlap with the named fund.
Open SCHD or VBR 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.