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

FTCS and SCHD share 20.4% of their weight across 13 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.

FTCS and SCHD

20.4%

13 shared positions

FTCS

First Trust Capital Strength ETF

Reported positions cover 100% of the fund, 51 positions · Jun 30, 2026

Top 10: 23.0%·Holdings of FTCS

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 FTCS 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 FTCS side by side

FTCSFirst Trust Capital Strength ETF

51

stock positions reported to the SEC

72.8% of its weight is in 38 names SCHD does not hold

SCHDSchwab U.S. Dividend Equity ETF

99

stock positions reported to the SEC

68.9% of its weight is in 86 names FTCS does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Healthcare
23.1%
18.8%
Financial Services
20.5%
0.0%
Technology
12.9%
18.6%
Consumer Cyclical
11.8%
13.6%
Industrials
13.6%
0.0%
Consumer Defensive
0.0%
13.0%

The widest gap is Financial Services: FTCS has 20.5 points more of it.

The figures side by side

FTCSSCHD
Filing dateJun 30, 2026May 31, 2026
Stock positions reported5199
Weight of the ten largest23.0%43.6%
Largest positionCSCO 2.7%QCOM 6.7%
Held alone38 positions, 72.8%86 positions, 68.9%
Covered by stock positions100%100%

Holdings they share

StockIn FTCSIn SCHDCounted
ADPAUTOMATIC DATA PROCESSING INC2.25%2.25%2.25%
MRKMERCK & COMPANY INC2.17%3.86%2.17%
KOCOCA-COLA COMPANY (THE)2.16%3.96%2.16%
AMGNAMGEN INC2.05%3.47%2.05%
HDHOME DEPOT INC (THE)2.03%3.36%2.03%
PGPROCTER & GAMBLE COMPANY (THE)2.01%3.55%2.01%
EOGEOG RESOURCES INC2.03%1.82%1.82%
LMTLOCKHEED MARTIN CORP1.73%2.70%1.73%
PEPPEPSICO INC1.73%3.44%1.73%
PAYXPAYCHEX INC2.15%0.79%0.79%

What each holds alone

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

Only in FTCS

CSCOCISCO SYSTEMS INC2.74%
MNSTMONSTER BEVERAGE CORP2.52%
AAGILENT TECHNOLOGIES INC2.20%
JNJJOHNSON & JOHNSON2.18%
UNPUNION PACIFIC CORP2.18%
VVISA INC2.18%
AAPLAPPLE INC2.16%
CLCOLGATE-PALMOLIVE COMPANY2.15%
WRBW. R. BERKLEY CORP2.14%
GDGENERAL DYNAMICS CORP2.12%

Only in SCHD

QCOMQUALCOMM Inc6.74%
TXNTexas Instruments Inc5.90%
UNHUnitedHealth Group Inc5.09%
CVXChevron Corp3.83%
VZVerizon Communications Inc3.65%
COPConocoPhillips3.51%
ABTAbbott Laboratories2.96%
MOAltria Group Inc2.94%
BMYBristol-Myers Squibb Co2.93%
ACNAccenture PLC2.90%

Questions people ask

Is FTCS the same as SCHD?

20.4% of their weight sits in the same 13 holdings. FTCS also reports CSCO, MNST, A, which the other does not. SCHD also reports QCOM, TXN, UNH, which the other does not.

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

Which holds more, SCHD or FTCS?

FTCS reports 51 stock positions and SCHD reports 99. 72.8% of FTCS's weight sits in names SCHD does not hold, and 68.9% of SCHD's weight in names FTCS does not hold. The ten largest positions are 23.0% of FTCS and 43.6% of SCHD.

How do FTCS and SCHD differ by sector?

The widest gap is Financial Services: FTCS has 20.5 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.