DFUS vs SCHX overlap - what they share and where they differ

DFUS and SCHX share 85.4% of their weight across 608 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

DFUS and SCHX

85.4%

608 shared positions

DFUS

Dimensional U.S. Equity Market ETF

Reported positions cover 99% of the fund, 1,032 positions · Apr 30, 2026

Top 10: 36.4%·Holdings of DFUS

SCHX

Schwab U.S. Large-Cap ETF

Reported positions cover 100% of the fund, 734 positions · May 31, 2026

Top 10: 38.5%·Holdings of SCHX

Reported positions cover DFUS 99%, SCHX 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SCHX vs DFUS side by side

DFUSDimensional U.S. Equity Market ETF

1,032

stock positions reported to the SEC

10.6% of its weight is in 424 names SCHX does not hold

SCHXSchwab U.S. Large-Cap ETF

734

stock positions reported to the SEC

8.3% of its weight is in 126 names DFUS does not hold

Where each fund's weight sits

DFUS
SCHX
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
44.5%
48.7%
Consumer Cyclical
11.3%
10.2%
Financial Services
10.5%
9.4%
Healthcare
8.7%
8.7%
Industrials
4.8%
4.1%

The widest gap is Technology: SCHX has 4.2 points more of it.

The figures side by side

DFUSSCHX
Filing dateApr 30, 2026May 31, 2026
Stock positions reported1,032734
Weight of the ten largest36.4%38.5%
Largest positionNVDA 7.0%NVDA 7.5%
Held alone424 positions, 10.6%126 positions, 8.3%
Covered by stock positions99%100%

Holdings they share

StockIn DFUSIn SCHXCounted
NVDANVIDIA CORPORATION6.96%7.50%6.96%
AAPLAPPLE INC.5.85%6.69%5.85%
GOOGLALPHABET INC.6.04%5.81%5.81%
MSFTMICROSOFT CORPORATION4.51%4.88%4.51%
AMZNAMAZON.COM, INC.3.83%3.86%3.83%
AVGOBROADCOM INC.2.89%3.10%2.89%
METAMETA PLATFORMS, INC.2.01%2.02%2.01%
TSLATESLA, INC.1.78%1.79%1.78%
BRK.ABERKSHIRE HATHAWAY INC.1.30%1.27%1.27%
LLYELI LILLY AND COMPANY1.12%1.28%1.12%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DFUS

JPMORGAN CHASE & CO.1.26%
EXXON MOBIL CORPORATION0.97%
GENERAL ELECTRIC COMPANY0.46%
LINDE PUBLIC LIMITED COMPANY0.35%
TJXTHE TJX COMPANIES, INC.0.26%
EATON CORPORATION PUBLIC LIMITED COMPANY0.25%
SNDKSANDISK CORPORATION0.25%
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY0.23%
LOWLOWE'S COMPANIES, INC.0.20%
MEDTRONIC PUBLIC LIMITED COMPANY0.16%

Only in SCHX

JPMORGAN CHASE & CO1.18%
EXXON MOBIL CORP0.89%
GENERAL ELECTRIC CO0.50%
LINLinde PLC0.34%
STXSeagate Technology Holdings PLC0.28%
TJX COS INC/THE0.25%
EATON CORP PLC0.23%
WELLWelltower Inc0.21%
PLDPrologis Inc0.20%
LOWE'S COS INC0.18%

Questions people ask

Is DFUS the same as SCHX?

85.4% of their weight sits in the same 608 holdings. DFUS also reports JPMORGAN CHASE & CO., EXXON MOBIL CORPORATION, GENERAL ELECTRIC COMPANY, which the other does not. SCHX also reports JPMORGAN CHASE & CO, EXXON MOBIL CORP, GENERAL ELECTRIC CO, which the other does not.

How is the overlap between DFUS and SCHX measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of DFUS and 100% of SCHX, so the number cannot exceed the smaller coverage.

Which holds more, SCHX or DFUS?

DFUS reports 1,032 stock positions and SCHX reports 734. 10.6% of DFUS's weight sits in names SCHX does not hold, and 8.3% of SCHX's weight in names DFUS does not hold. The ten largest positions are 36.4% of DFUS and 38.5% of SCHX.

How do DFUS and SCHX differ by sector?

The widest gap is Technology: SCHX has 4.2 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

DFUS against other funds in the table

SCHX against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.