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ETF comparison

SCHV vs VIG

US Value vs Dividend.

Schwab U.S. Large-Cap Value ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
47.4 %

173 positions appear in both funds. Buying equal dollars of SCHV and VIG would leave roughly 47.4% of each dollar exposed to the same underlying securities.

SCHV unmatched 52.4% Shared 47.4% VIG unmatched 52.3%

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 SCHV only
382 positions
Shared
173 positions
In VIG only
160 positions

Side by side

SCHV

Schwab U.S. Large-Cap Value ETF

Schwab · US Value

94 composite / 100
Expense ratio
0.040%
Net assets
$15.68B
TTM yield
1.80%
Top-10 conc.
20.3%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$135.70B
whole fund, 2 share classes
TTM yield
1.46%
Top-10 conc.
33.4%

Sub-score comparison

96
Cost
96
87
Tax efficiency
78
100
Liquidity
100
85
Concentration
67
—
Tracking quality
—
SCHV sub-score VIG

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

Cost difference

Expense ratios are effectively identical (0.040% vs 0.040%).

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 SCHV vs VIG.

Top shared holdings

173 shared in total
# Holding In SCHV In VIG Overlap
1 JPMorgan Chase & Co 3.00% 4.07% 3.00%
2 ExxonMobil Holdings Corp 2.10% 2.78% 2.10%
3 Johnson & Johnson 2.01% 2.67% 2.01%
4 Walmart Inc 1.45% 2.11% 1.45%
5 AbbVie Inc 1.43% 1.92% 1.43%
6 Cisco Systems Inc 1.37% 1.98% 1.37%
7 Bank of America Corp 1.27% 1.75% 1.27%
8 Lam Research Corp 1.19% 1.58% 1.19%
9 Caterpillar Inc 1.16% 1.62% 1.16%
10 Merck & Co Inc 1.15% 1.39% 1.15%
11 Coca-Cola Co/The 1.08% 1.47% 1.08%
12 Procter & Gamble Co/The 1.06% 1.45% 1.06%

Only in SCHV

382 total
  • Micron Technology Inc 3.40%
  • Berkshire Hathaway Inc 2.91%
  • Intel Corp 1.39%
  • Chevron Corp 1.22%
  • Applied Materials Inc 1.15%
  • Philip Morris International Inc 0.92%
  • RTX Corp 0.88%
  • Wells Fargo & Co 0.83%
  • Citigroup Inc 0.71%
  • Verizon Communications Inc 0.66%

Only in VIG

160 total
  • Broadcom Inc 4.63%
  • Apple Inc 4.45%
  • Microsoft Corp 4.34%
  • Eli Lilly & Co 3.93%
  • Visa Inc 2.45%
  • Mastercard Inc 2.00%
  • Costco Wholesale Corp 1.83%
  • UnitedHealth Group Inc 1.63%
  • KLA Corp 1.03%
  • Linde PLC 0.96%

Percentages are holdings overlap with the named fund.

Open SCHV or VIG 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.