HDV vs SCHD: how much do they overlap?
iShares Core High Dividend ETF (HDV) · Schwab U.S. Dividend Equity ETF (SCHD)
overlap by weight · 23 shared holdings
HDV: 74 holdings (as of 2026-01-31) · SCHD: 97 holdings (as of 2026-02-28)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Moderate overlap
What this means
HDV and SCHD share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in HDV | in SCHD |
|---|---|---|---|
| Chevron Corp | CVX | 7.36% | 4.31% |
| Coca-Cola Co/The | KO | 4.12% | 4.03% |
| PepsiCo Inc | PEP | 3.98% | 4.01% |
| Home Depot Inc/The | HD | 4.75% | 3.72% |
| Altria Group Inc | MO | 3.68% | 4.14% |
| AbbVie Inc | ABBV | 5.61% | 3.53% |
| Cisco Systems Inc | CSCO | 3.11% | 3.58% |
| Texas Instruments Inc | TXN | 2.98% | 4.06% |
| ConocoPhillips | COP | 2.26% | 4.32% |
| EOG Resources Inc | EOG | 1.09% | 2.42% |
FAQ
How much do HDV and SCHD overlap?
HDV and SCHD have a 37.9% overlap by weight, sharing 23 holdings (out of 74 in HDV and 97 in SCHD), based on official issuer holdings as of 2026-01-31.
What does 37.9% overlap mean?
HDV and SCHD share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Which stocks do HDV and SCHD both hold?
The largest shared positions are Chevron Corp, Coca-Cola Co/The, PepsiCo Inc, Home Depot Inc/The, Altria Group Inc. The full list of top shared holdings with weights in each fund is shown on this page.