SCHD vs VB ETF holdings comparison
Schwab U.S. Dividend Equity ETF (SCHD) · Vanguard Small-Cap ETF (VB)
SCHD and VB overlap by 2.9% by portfolio weight. The remaining 97.1 percentage points are not counted as shared holdings weight by this calculation. They share 40 stocks; the largest shared position is APA Corp (APA), contributing 0.21% to the overlap.
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
SCHD and VB share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
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.
This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.
Top shared holdings
| Company | Ticker | in SCHD | in VB |
|---|---|---|---|
| APA Corp | APA | 0.33% | 0.21% |
| East West Bancorp Inc | EWBC | 0.42% | 0.21% |
| Best Buy Co Inc | BBY | 0.38% | 0.18% |
| Watsco Inc | WSO | 0.32% | 0.18% |
| Fidelity National Financial Inc | FNF | 0.30% | 0.17% |
| HF Sinclair Corp | DINO | 0.28% | 0.14% |
| American Financial Group Inc/OH | AFG | 0.23% | 0.13% |
| Booz Allen Hamilton Holding Corp | BAH | 0.24% | 0.13% |
| Old Republic International Corp | ORI | 0.21% | 0.12% |
| Columbia Banking System Inc | COLB | 0.22% | 0.11% |
Holdings only in SCHD or VB
SCHD has 59 fund-only positions representing approximately 94.4 percentage points of reported exposure; VB has 1267 fund-only positions representing approximately 96.8 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.
Largest positions only in SCHD
| Company | Ticker | Weight |
|---|---|---|
| QUALCOMM Inc | QCOM | 6.74% |
| Texas Instruments Inc | TXN | 5.90% |
| UnitedHealth Group Inc | UNH | 5.09% |
| Coca-Cola Co/The | KO | 3.96% |
| Merck & Co Inc | MRK | 3.86% |
| Chevron Corp | CVX | 3.83% |
| Verizon Communications Inc | VZ | 3.65% |
| Procter & Gamble Co/The | PG | 3.55% |
| ConocoPhillips | COP | 3.51% |
| Amgen Inc | AMGN | 3.47% |
Largest positions only in VB
| Company | Ticker | Weight |
|---|---|---|
| EMCOR Group Inc | EME | 0.46% |
| NRG Energy Inc | NRG | 0.43% |
| Atmos Energy Corp | ATO | 0.43% |
| Tapestry Inc | TPR | 0.40% |
| TechnipFMC PLC | FTI | 0.39% |
| Ciena Corp | CIEN | 0.38% |
| Casey's General Stores Inc | CASY | 0.38% |
| Jabil Inc | JBL | 0.37% |
| Natera Inc | NTRA | 0.37% |
| Expand Energy Corp | EXE | 0.37% |
FAQ
How much do SCHD and VB overlap?
SCHD and VB have 2.9% overlap by weight, sharing 40 equity positions (out of 99 in SCHD and 1307 in VB). The official holdings files used are dated 2026-05-31 for SCHD and 2026-03-31 for VB.
What does 2.9% overlap mean?
SCHD and VB share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Which stocks do SCHD and VB both hold?
The largest shared positions are APA Corp, East West Bancorp Inc, Best Buy Co Inc, Watsco Inc, Fidelity National Financial Inc. The top shared holdings with weights in each fund are shown on this page.
What holdings are different between SCHD and VB?
SCHD has 59 positions not found in VB, while VB has 1267 positions not found in SCHD. The largest fund-only positions and their weights are shown on this page.