SCHD vs VYM ETF holdings comparison
Schwab U.S. Dividend Equity ETF (SCHD) · Vanguard High Dividend Yield ETF (VYM)
SCHD and VYM overlap by 21.3% by portfolio weight. The remaining 78.7 percentage points are not counted as shared holdings weight by this calculation. They share 80 stocks; the largest shared position is Chevron Corp (CVX), contributing 1.51% to the overlap.
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
SCHD and VYM 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 VYM |
|---|---|---|---|
| Chevron Corp | CVX | 3.83% | 1.51% |
| Procter & Gamble Co/The | PG | 3.55% | 1.44% |
| UnitedHealth Group Inc | UNH | 5.09% | 1.40% |
| Home Depot Inc/The | HD | 3.36% | 1.36% |
| Coca-Cola Co/The | KO | 3.96% | 1.28% |
| Merck & Co Inc | MRK | 3.86% | 1.13% |
| Texas Instruments Inc | TXN | 5.90% | 1.06% |
| PepsiCo Inc | PEP | 3.44% | 0.90% |
| Verizon Communications Inc | VZ | 3.65% | 0.84% |
| QUALCOMM Inc | QCOM | 6.74% | 0.80% |
Holdings only in SCHD or VYM
SCHD has 19 fund-only positions representing approximately 0.7 percentage points of reported exposure; VYM has 528 fund-only positions representing approximately 78.2 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 |
|---|---|---|
| Erie Indemnity Co | ERIE | 0.14% |
| Federated Hermes Inc | FHI | 0.10% |
| OFG Bancorp | OFG | 0.05% |
| National Bank Holdings Corp | NBHC | 0.05% |
| Federal Agricultural Mortgage Corp | AGM | 0.04% |
| German American Bancorp Inc | GABC | 0.04% |
| Lakeland Financial Corp | LKFN | 0.04% |
| Preferred Bank/Los Angeles CA | PFBC | 0.03% |
| Virtus Investment Partners Inc | VRTS | 0.02% |
| Central Pacific Financial Corp | CPF | 0.02% |
Largest positions only in VYM
| Company | Ticker | Weight |
|---|---|---|
| Broadcom Inc | AVGO | 8.03% |
| JPMorgan Chase & Co | JPM | 3.34% |
| Exxon Mobil Corp | XOM | 2.72% |
| Johnson & Johnson | JNJ | 2.30% |
| Caterpillar Inc | CAT | 1.72% |
| AbbVie Inc | ABBV | 1.56% |
| Cisco Systems Inc | CSCO | 1.52% |
| Bank of America Corp | BAC | 1.44% |
| Oracle Corp | ORCL | 1.13% |
| Goldman Sachs Group Inc/The | GS | 1.07% |
FAQ
How much do SCHD and VYM overlap?
SCHD and VYM have 21.3% overlap by weight, sharing 80 equity positions (out of 99 in SCHD and 608 in VYM). The official holdings files used are dated 2026-05-31 for SCHD and 2026-04-30 for VYM.
What does 21.3% overlap mean?
SCHD and VYM 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 VYM both hold?
The largest shared positions are Chevron Corp, Procter & Gamble Co/The, UnitedHealth Group Inc, Home Depot Inc/The, Coca-Cola Co/The. The top shared holdings with weights in each fund are shown on this page.
What holdings are different between SCHD and VYM?
SCHD has 19 positions not found in VYM, while VYM has 528 positions not found in SCHD. The largest fund-only positions and their weights are shown on this page.