ETF comparison
SCHX vs VTV
US Large Cap vs US Value.
Holdings overlap
301 positions appear in both funds. Buying equal dollars of SCHX and VTV would leave roughly 40.6% 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
Expense ratios are effectively identical (0.030% vs 0.030%).
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 VTV.
Top shared holdings
301 shared in total| # | Holding | In SCHX | In VTV | Overlap |
|---|---|---|---|---|
| 1 | Micron Technology Inc | 1.56% | 4.87% | 1.56% |
| 2 | JPMorgan Chase & Co | 1.37% | 3.06% | 1.37% |
| 3 | Berkshire Hathaway Inc | 1.33% | 2.95% | 1.33% |
| 4 | Johnson & Johnson | 0.92% | 2.29% | 0.92% |
| 5 | Walmart Inc | 0.66% | 1.86% | 0.66% |
| 6 | AbbVie Inc | 0.65% | 1.66% | 0.65% |
| 7 | Intel Corp | 0.64% | 1.05% | 0.64% |
| 8 | Cisco Systems Inc | 0.63% | 1.56% | 0.63% |
| 9 | Bank of America Corp | 0.58% | 1.36% | 0.58% |
| 10 | Chevron Corp | 0.56% | 1.17% | 0.56% |
| 11 | Caterpillar Inc | 0.53% | 1.83% | 0.53% |
| 12 | Merck & Co Inc | 0.52% | 1.19% | 0.52% |
Only in SCHX
446 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%
- Tesla Inc 1.49%
- Eli Lilly & Co 1.32%
Only in VTV
7 total- Exxon Mobil Corp 2.12%
- Berkshire Hathaway Inc 0.52%
- Electronic Arts Inc 0.19%
- AvalonBay Communities Inc 0.10%
- Rocket Cos Inc 0.05%
- Fox Corp 0.02%
- Lennar Corp 0.00%
Related comparisons
More comparisons with SCHX
- SCHX vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 40.0%
- SCHX vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 39.7%
- 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%
More comparisons with VTV
- VTV vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 40.2%
- VTV vs DSI · iShares ESG MSCI KLD 400 ETF 40.0%
- VTV vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 39.6%
- VTV vs SCHK · Schwab 1000 ETF 39.5%
- VTV vs IWV · iShares Russell 3000 ETF 38.9%
- VTV vs AVUS · Avantis US Equity ETF 38.8%
Percentages are holdings overlap with the named fund.
Open SCHX or VTV 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.