Fund Holdings Overlap
- SCHD Schwab US Dividend Equity ETF Fund 1
- VOO Vanguard S&P 500 ETF Fund 2
SCHD vs VOO Holdings Overlap
Overlap by weight
8.0% Low
Holdings in common
46
45% of SCHD · 9% of VOO
Sector overlap
62.7%
Country overlap
99.2%
Overlap by Weight
Each circle is a fund's portfolio; the overlap is the 8.0% of a portfolio that SCHD and VOO invest in the same securities. The rest is exposure you only get from one of the two funds: 56 holdings only in SCHD and 462 only in VOO.
The biggest shared positions are CVX (4.0% vs 0.6%), MRK (4.0% vs 0.6%) and UNH (3.9% vs 0.5%).
Holdings Lists
Holdings in common
| No. | Symbol | Name | SCHD | VOO | Overlap | Diff |
|---|---|---|---|---|---|---|
| 1 | CVX | Chevron Corporation | 4.03% | 0.58% | 0.58% | +3.45% |
| 2 | MRK | Merck & Co., Inc. | 4.05% | 0.55% | 0.55% | +3.50% |
| 3 | UNH | UnitedHealth Group Incorporated | 3.89% | 0.53% | 0.53% | +3.36% |
| 4 | KO | The Coca-Cola Company | 4.14% | 0.52% | 0.52% | +3.62% |
| 5 | PG | The Procter & Gamble Company | 4.09% | 0.51% | 0.51% | +3.58% |
| 6 | HD | The Home Depot, Inc. | 3.81% | 0.49% | 0.49% | +3.32% |
| 7 | TXN | Texas Instruments Incorporated | 4.41% | 0.36% | 0.36% | +4.05% |
| 8 | AMGN | Amgen Inc. | 3.80% | 0.35% | 0.35% | +3.45% |
| 9 | VZ | Verizon Communications Inc. | 3.91% | 0.32% | 0.32% | +3.59% |
| 10 | ABT | Abbott Laboratories | 3.80% | 0.29% | 0.29% | +3.51% |
| 11 | PEP | PepsiCo, Inc. | 3.78% | 0.29% | 0.29% | +3.49% |
| 12 | QCOM | QUALCOMM Incorporated | 4.74% | 0.27% | 0.27% | +4.47% |
| 13 | COP | ConocoPhillips | 3.91% | 0.24% | 0.24% | +3.67% |
| 14 | BMY | Bristol-Myers Squibb Company | 3.16% | 0.21% | 0.21% | +2.95% |
| 15 | ACN | Accenture plc | 2.73% | 0.18% | 0.18% | +2.55% |
| 16 | MO | Altria Group, Inc. | 2.89% | 0.17% | 0.17% | +2.72% |
| 17 | LMT | Lockheed Martin Corporation | 2.67% | 0.17% | 0.17% | +2.50% |
| 18 | ADP | Automatic Data Processing, Inc. | 2.63% | 0.17% | 0.17% | +2.46% |
| 19 | BX | Blackstone Inc. | 2.21% | 0.16% | 0.16% | +2.05% |
| 20 | CMCSA | Comcast Corporation | 1.97% | 0.14% | 0.14% | +1.83% |
Showing the top 20 of 46 holdings.
Combined Portfolio
Combined portfolio with 50% SCHD and 50% VOO. Tweak the percentages below.
- SCHD Schwab US Dividend Equity ETF Fund 1
- VOO Vanguard S&P 500 ETF Fund 2
Expense ratio
0.04%
SCHD 0.06% · VOO 0.03%
Distinct holdings
564
Across all 2 funds
Top 10 positions
26.7%
of the combined portfolio
Duplicated exposure
50.9%
in securities held by 2+ funds
| No. | Symbol | Name | SCHD | VOO | Combined | Funds |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | — | 8.08% | 4.04% | 1 of 2 |
| 2 | AAPL | Apple Inc. | — | 7.03% | 3.52% | 1 of 2 |
| 3 | MSFT | Microsoft Corporation | — | 5.70% | 2.85% | 1 of 2 |
| 4 | QCOM | QUALCOMM Incorporated | 4.74% | 0.27% | 2.50% | 2 of 2 |
| 5 | TXN | Texas Instruments Incorporated | 4.41% | 0.36% | 2.38% | 2 of 2 |
| 6 | KO | The Coca-Cola Company | 4.14% | 0.52% | 2.33% | 2 of 2 |
| 7 | CVX | Chevron Corporation | 4.03% | 0.58% | 2.31% | 2 of 2 |
| 8 | MRK | Merck & Co., Inc. | 4.05% | 0.55% | 2.30% | 2 of 2 |
| 9 | PG | The Procter & Gamble Company | 4.09% | 0.51% | 2.30% | 2 of 2 |
| 10 | UNH | UnitedHealth Group Incorporated | 3.89% | 0.53% | 2.21% | 2 of 2 |
| 11 | HD | The Home Depot, Inc. | 3.81% | 0.49% | 2.15% | 2 of 2 |
| 12 | VZ | Verizon Communications Inc. | 3.91% | 0.32% | 2.12% | 2 of 2 |
| 13 | AMGN | Amgen Inc. | 3.80% | 0.35% | 2.08% | 2 of 2 |
| 14 | COP | ConocoPhillips | 3.91% | 0.24% | 2.08% | 2 of 2 |
| 15 | ABT | Abbott Laboratories | 3.80% | 0.29% | 2.04% | 2 of 2 |
| 16 | PEP | PepsiCo, Inc. | 3.78% | 0.29% | 2.04% | 2 of 2 |
| 17 | AMZN | Amazon.com, Inc. | — | 3.84% | 1.92% | 1 of 2 |
| 18 | BMY | Bristol-Myers Squibb Company | 3.16% | 0.21% | 1.69% | 2 of 2 |
| 19 | MO | Altria Group, Inc. | 2.89% | 0.17% | 1.53% | 2 of 2 |
| 20 | GOOGL | Alphabet Inc. | — | 3.01% | 1.50% | 1 of 2 |
Showing the top 20 of 564 holdings.
Sector Overlap 62.7% shared
| Sector | SCHD | VOO | Diff | Shared |
|---|---|---|---|---|
| Technology | 16.0% | 38.7% | -22.7% | 16.0% |
| Consumer Staples | 19.9% | 4.4% | +15.5% | 4.4% |
| Healthcare | 18.9% | 9.3% | +9.7% | 9.3% |
| Energy | 15.7% | 3.5% | +12.2% | 3.5% |
| Financials | 9.2% | 12.0% | -2.8% | 9.2% |
| Communication Services | 6.1% | 9.5% | -3.5% | 6.1% |
| Consumer Discretionary | 6.8% | 9.3% | -2.5% | 6.8% |
| Industrials | 7.3% | 7.8% | -0.5% | 7.3% |
| Utilities | 0.1% | 2.0% | -1.9% | 0.1% |
| Real Estate | 0.0% | 1.8% | -1.8% | 0.0% |
| Materials | 0.0% | 1.7% | -1.7% | 0.0% |