SCHD vs VIG ETF holdings comparison
Schwab U.S. Dividend Equity ETF (SCHD) · Vanguard Dividend Appreciation ETF (VIG)
SCHD and VIG overlap by 14.3% by portfolio weight. The remaining 85.7 percentage points are not counted as shared holdings weight by this calculation. They share 33 stocks; the largest shared position is Procter & Gamble Co/The (PG), contributing 1.54% to the overlap.
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
SCHD and VIG 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 VIG |
|---|---|---|---|
| Procter & Gamble Co/The | PG | 3.55% | 1.54% |
| UnitedHealth Group Inc | UNH | 5.09% | 1.51% |
| Home Depot Inc/The | HD | 3.36% | 1.47% |
| Coca-Cola Co/The | KO | 3.96% | 1.37% |
| Merck & Co Inc | MRK | 3.86% | 1.22% |
| Texas Instruments Inc | TXN | 5.90% | 1.15% |
| PepsiCo Inc | PEP | 3.44% | 0.98% |
| QUALCOMM Inc | QCOM | 6.74% | 0.86% |
| Amgen Inc | AMGN | 3.47% | 0.84% |
| Abbott Laboratories | ABT | 2.96% | 0.71% |
Holdings only in SCHD or VIG
SCHD has 66 fund-only positions representing approximately 42.7 percentage points of reported exposure; VIG has 299 fund-only positions representing approximately 85.1 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 |
|---|---|---|
| Chevron Corp | CVX | 3.83% |
| Verizon Communications Inc | VZ | 3.65% |
| ConocoPhillips | COP | 3.51% |
| Altria Group Inc | MO | 2.94% |
| Bristol-Myers Squibb Co | BMY | 2.93% |
| Comcast Corp | CMCSA | 2.25% |
| Blackstone Inc | BX | 2.20% |
| SLB Ltd | SLB | 2.05% |
| United Parcel Service Inc | UPS | 1.98% |
| EOG Resources Inc | EOG | 1.82% |
Largest positions only in VIG
| Company | Ticker | Weight |
|---|---|---|
| Broadcom Inc | AVGO | 5.18% |
| Apple Inc | AAPL | 4.07% |
| Microsoft Corp | MSFT | 3.97% |
| JPMorgan Chase & Co | JPM | 3.59% |
| Eli Lilly & Co | LLY | 3.34% |
| Exxon Mobil Corp | XOM | 2.90% |
| Walmart Inc | WMT | 2.60% |
| Johnson & Johnson | JNJ | 2.49% |
| Visa Inc | V | 2.33% |
| Costco Wholesale Corp | COST | 2.03% |
FAQ
How much do SCHD and VIG overlap?
SCHD and VIG have 14.3% overlap by weight, sharing 33 equity positions (out of 99 in SCHD and 332 in VIG). The official holdings files used are dated 2026-05-31 for SCHD and 2026-04-30 for VIG.
What does 14.3% overlap mean?
SCHD and VIG 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 VIG both hold?
The largest shared positions are Procter & Gamble Co/The, UnitedHealth Group Inc, Home Depot Inc/The, Coca-Cola Co/The, Merck & Co Inc. The top shared holdings with weights in each fund are shown on this page.
What holdings are different between SCHD and VIG?
SCHD has 66 positions not found in VIG, while VIG has 299 positions not found in SCHD. The largest fund-only positions and their weights are shown on this page.