ETF comparison
SCHX vs VIG
US Large Cap vs Dividend.
Schwab U.S. Large-Cap ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
213 positions appear in both funds. Buying equal dollars of SCHX and VIG would leave roughly 39.7% 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 1 bps cheaper than VIG. On a $100,000 position that's about $10/yr more in fees for VIG.
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 SCHX vs VIG.
Top shared holdings
213 shared in total| # | Holding | In SCHX | In VIG | Overlap |
|---|---|---|---|---|
| 1 | Apple Inc | 6.69% | 4.45% | 4.45% |
| 2 | Microsoft Corp | 5.42% | 4.34% | 4.34% |
| 3 | Broadcom Inc | 2.52% | 4.63% | 2.52% |
| 4 | JPMorgan Chase & Co | 1.37% | 4.07% | 1.37% |
| 5 | Eli Lilly & Co | 1.32% | 3.93% | 1.32% |
| 6 | ExxonMobil Holdings Corp | 0.96% | 2.78% | 0.96% |
| 7 | Johnson & Johnson | 0.92% | 2.67% | 0.92% |
| 8 | Visa Inc | 0.91% | 2.45% | 0.91% |
| 9 | Mastercard Inc | 0.68% | 2.00% | 0.68% |
| 10 | Walmart Inc | 0.66% | 2.11% | 0.66% |
| 11 | AbbVie Inc | 0.65% | 1.92% | 0.65% |
| 12 | Cisco Systems Inc | 0.63% | 1.98% | 0.63% |
Only in SCHX
534 total- NVIDIA Corp 7.69%
- Amazon.com Inc 3.66%
- Alphabet Inc 2.86%
- Alphabet Inc 2.28%
- Meta Platforms Inc 1.81%
- Micron Technology Inc 1.56%
- Tesla Inc 1.49%
- Berkshire Hathaway Inc 1.33%
- Advanced Micro Devices Inc 1.10%
- Intel Corp 0.64%
Only in VIG
120 total- HEICO Corp 0.09%
- Applied Industrial Technologies Inc 0.06%
- Littelfuse Inc 0.05%
- Wintrust Financial Corp 0.05%
- UMB Financial Corp 0.04%
- Ensign Group Inc/The 0.04%
- SOUTHSTATE BANK CORP 0.04%
- Primerica Inc 0.04%
- Ryder System Inc 0.04%
- Solstice Advanced Materials Inc 0.04%
Related comparisons
More comparisons with SCHX
- SCHX vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 34.2%
- SCHX vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 28.4%
- SCHX vs SPHB · Invesco S&P 500 High Beta ETF 20.8%
- SCHX vs VO · Vanguard Morningstar Mid-Cap ETF 16.7%
- SCHX vs SCHD · Schwab U.S. Dividend Equity ETF 7.8%
- SCHX vs VB · Vanguard Morningstar Small-Cap ETF 6.7%
More comparisons with VIG
- VIG vs DFAU · Dimensional US Core Equity Market ETF 39.4%
- VIG vs QUAL · iShares MSCI USA Quality Factor ETF 39.3%
- VIG vs SCHK · Schwab 1000 ETF 39.2%
- VIG vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 39.2%
- VIG vs JQUA · JPMorgan U.S. Quality Factor ETF 39.0%
- VIG vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 38.8%
Percentages are holdings overlap with the named fund.
Open SCHX 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.