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

FDL and SCHD share 33.5% of their weight across 27 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.

FDL and SCHD

33.5%

27 shared positions

FDL

First Trust Morningstar Dividend Leaders Index Fund

Reported positions cover 100% of the fund, 99 positions · Jun 30, 2026

Top 10: 48.1%·Holdings of FDL

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 FDL 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 FDL side by side

FDLFirst Trust Morningstar Dividend Leaders Index Fund

99

stock positions reported to the SEC

51.5% of its weight is in 72 names SCHD does not hold

SCHDSchwab U.S. Dividend Equity ETF

99

stock positions reported to the SEC

65.0% of its weight is in 72 names FDL does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Healthcare
12.5%
18.8%
Technology
0.0%
18.6%
Utilities
17.6%
0.0%
Consumer Cyclical
16.4%
13.6%
Consumer Defensive
0.0%
13.0%
Energy
0.0%
13.0%

The widest gap is Technology: SCHD has 18.6 points more of it.

The figures side by side

FDLSCHD
Filing dateJun 30, 2026May 31, 2026
Stock positions reported9999
Weight of the ten largest48.1%43.6%
Largest positionCVX 7.4%QCOM 6.7%
Held alone72 positions, 51.5%72 positions, 65.0%
Covered by stock positions100%100%

Holdings they share

StockIn FDLIn SCHDCounted
CVXCHEVRON CORP7.43%3.83%3.83%
VZVERIZON COMMUNICATIONS INC7.17%3.65%3.65%
PEPPEPSICO INC4.84%3.44%3.44%
MOALTRIA GROUP INC4.64%2.94%2.94%
BMYBRISTOL-MYERS SQUIBB COMPANY3.43%2.93%2.93%
CMCSACOMCAST CORP3.13%2.25%2.25%
BXBLACKSTONE INC2.31%2.20%2.20%
UPSUNITED PARCEL SERVICE INC3.15%1.98%1.98%
ACNACCENTURE PLC1.84%2.90%1.84%
TGTTARGET CORP1.41%1.45%1.41%

What each holds alone

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

Only in FDL

PMPHILIP MORRIS INTERNATIONAL INC6.06%
PFEPFIZER INC5.91%
SOSOUTHERN COMPANY (THE)2.32%
MDTMEDTRONIC PLC2.28%
US BANCORP2.27%
DUKDUKE ENERGY CORP2.21%
TFCTRUIST FINANCIAL CORP1.70%
MDLZMONDELEZ INTERNATIONAL INC1.57%
KMIKINDER MORGAN INC1.54%
DDOMINION ENERGY INC1.50%

Only in SCHD

QCOMQUALCOMM Inc6.74%
TXNTexas Instruments Inc5.90%
UNHUnitedHealth Group Inc5.09%
KOCoca-Cola Co/The3.96%
MRKMerck & Co Inc3.86%
PGProcter & Gamble Co/The3.55%
COPConocoPhillips3.51%
AMGNAmgen Inc3.47%
HDHome Depot Inc/The3.36%
ABTAbbott Laboratories2.96%

Questions people ask

Is FDL the same as SCHD?

33.5% of their weight sits in the same 27 holdings. FDL also reports PM, PFE, SO, which the other does not. SCHD also reports QCOM, TXN, UNH, which the other does not.

How is the overlap between FDL 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 FDL and 100% of SCHD, so the number cannot exceed the smaller coverage.

Which holds more, SCHD or FDL?

FDL reports 99 stock positions and SCHD reports 99. 51.5% of FDL's weight sits in names SCHD does not hold, and 65.0% of SCHD's weight in names FDL does not hold. The ten largest positions are 48.1% of FDL and 43.6% of SCHD.

How do FDL and SCHD differ by sector?

The widest gap is Technology: SCHD has 18.6 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.