DGRO vs SCHD overlap - what they share and where they differ

DGRO and SCHD share 20.1% of their weight across 35 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.

DGRO and SCHD

20.1%

35 shared positions

DGRO

iShares Core Dividend Growth ETF

Reported positions cover 100% of the fund, 385 positions · Apr 30, 2026

Top 10: 26.5%·Holdings of DGRO

SCHD

Schwab U.S. Dividend Equity ETF

Reported positions cover 100% of the fund, 99 positions · May 31, 2026

Top 10: 43.6%·Holdings of SCHD

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

SCHD vs DGRO side by side

DGROiShares Core Dividend Growth ETF

385

stock positions reported to the SEC

79.6% of its weight is in 350 names SCHD does not hold

SCHDSchwab U.S. Dividend Equity ETF

99

stock positions reported to the SEC

41.4% of its weight is in 64 names DGRO does not hold

Where each fund's weight sits

DGRO
SCHD
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
22.5%
18.6%
Financial Services
20.3%
0.0%
Healthcare
17.2%
18.8%
Consumer Cyclical
9.1%
13.6%
Consumer Defensive
9.3%
13.0%
Energy
0.0%
13.0%

The widest gap is Financial Services: DGRO has 20.3 points more of it.

The figures side by side

DGROSCHD
Filing dateApr 30, 2026May 31, 2026
Stock positions reported38599
Weight of the ten largest26.5%43.6%
Largest positionAVGO 3.3%QCOM 6.7%
Held alone350 positions, 79.6%64 positions, 41.4%
Covered by stock positions100%100%

Holdings they share

StockIn DGROIn SCHDCounted
UNHUNITEDHEALTH GROUP INC2.31%5.09%2.31%
PGPROCTER & GAMBLE COMPANY (THE)2.07%3.55%2.07%
HDHOME DEPOT INC (THE)1.89%3.36%1.89%
KOCOCA-COLA COMPANY (THE)1.79%3.96%1.79%
MRKMERCK & COMPANY INC1.75%3.86%1.75%
PEPPEPSICO INC1.70%3.44%1.70%
AMGNAMGEN INC1.11%3.47%1.11%
QCOMQUALCOMM INC1.10%6.74%1.10%
COPCONOCOPHILLIPS0.99%3.51%0.99%
ABTABBOTT LABORATORIES0.79%2.96%0.79%

What each holds alone

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

Only in DGRO

AVGOBROADCOM INC3.25%
JPMJP MORGAN CHASE & COMPANY3.04%
AAPLAPPLE INC2.93%
MSFTMICROSOFT CORP2.91%
EXXON MOBIL CORP2.90%
JNJJOHNSON & JOHNSON2.64%
ABBVABBVIE INC2.52%
PMPHILIP MORRIS INTERNATIONAL INC1.94%
BACBANK OF AMERICA CORP1.83%
CSCOCISCO SYSTEMS INC1.73%

Only in SCHD

TXNTexas Instruments Inc5.90%
CVXChevron Corp3.83%
VZVerizon Communications Inc3.65%
MOAltria Group Inc2.94%
BMYBristol-Myers Squibb Co2.93%
CMCSAComcast Corp2.25%
BXBlackstone Inc2.20%
SLBSLB Ltd2.05%
UPSUnited Parcel Service Inc1.98%
FFord Motor Co1.72%

Questions people ask

Is DGRO the same as SCHD?

20.1% of their weight sits in the same 35 holdings. DGRO also reports AVGO, JPM, AAPL, which the other does not. SCHD also reports TXN, CVX, VZ, which the other does not.

How is the overlap between DGRO and SCHD measured?

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

Which holds more, SCHD or DGRO?

DGRO reports 385 stock positions and SCHD reports 99. 79.6% of DGRO's weight sits in names SCHD does not hold, and 41.4% of SCHD's weight in names DGRO does not hold. The ten largest positions are 26.5% of DGRO and 43.6% of SCHD.

How do DGRO and SCHD differ by sector?

The widest gap is Financial Services: DGRO has 20.3 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.

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.