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

IYH and SCHD share 17.5% of their weight across 5 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.

IYH and SCHD

17.5%

5 shared positions

IYH

iShares U.S. Healthcare ETF

Reported positions cover 100% of the fund, 102 positions · Apr 30, 2026

Top 10: 57.4%·Holdings of IYH

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 IYH 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 IYH side by side

IYHiShares U.S. Healthcare ETF

102

stock positions reported to the SEC

80.1% of its weight is in 97 names SCHD does not hold

SCHDSchwab U.S. Dividend Equity ETF

99

stock positions reported to the SEC

81.5% of its weight is in 94 names IYH does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Healthcare
94.6%
18.8%
Technology
0.6%
18.6%
Consumer Cyclical
1.0%
13.6%
Consumer Defensive
0.0%
13.0%
Energy
0.0%
13.0%
Basic Materials
0.8%
0.0%

The widest gap is Healthcare: IYH has 75.8 points more of it.

The figures side by side

IYHSCHD
Filing dateApr 30, 2026May 31, 2026
Stock positions reported10299
Weight of the ten largest57.4%43.6%
Largest positionLLY 13.7%QCOM 6.7%
Held alone97 positions, 80.1%94 positions, 81.5%
Covered by stock positions100%100%

Holdings they share

StockIn IYHIn SCHDCounted
UNHUNITEDHEALTH GROUP INCORPORATED6.18%5.09%5.09%
MRKMERCK & CO., INC.4.97%3.86%3.86%
AMGNAMGEN INC.3.41%3.47%3.41%
ABTABBOTT LABORATORIES2.88%2.96%2.88%
BMYBRISTOL-MYERS SQUIBB COMPANY2.26%2.93%2.26%

What each holds alone

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

Only in IYH

LLYELI LILLY AND COMPANY13.72%
JNJJOHNSON & JOHNSON10.14%
ABBVABBVIE INC.6.86%
TMOTHERMO FISHER SCIENTIFIC INCORPORATED3.32%
GILDGILEAD SCIENCES, INC.2.99%
ISRGINTUITIVE SURGICAL, INC.2.96%
PFEPFIZER INC.2.78%
DHRDANAHER CORPORATION2.07%
SYKSTRYKER CORPORATION1.99%
VRTXVERTEX PHARMACEUTICALS INCORPORATED1.99%

Only in SCHD

QCOMQUALCOMM Inc6.74%
TXNTexas Instruments Inc5.90%
KOCoca-Cola Co/The3.96%
CVXChevron Corp3.83%
VZVerizon Communications Inc3.65%
PGProcter & Gamble Co/The3.55%
COPConocoPhillips3.51%
PEPPepsiCo Inc3.44%
HDHome Depot Inc/The3.36%
MOAltria Group Inc2.94%

Questions people ask

Is IYH the same as SCHD?

17.5% of their weight sits in the same 5 holdings. IYH also reports LLY, JNJ, ABBV, which the other does not. SCHD also reports QCOM, TXN, KO, which the other does not.

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

Which holds more, SCHD or IYH?

IYH reports 102 stock positions and SCHD reports 99. 80.1% of IYH's weight sits in names SCHD does not hold, and 81.5% of SCHD's weight in names IYH does not hold. The ten largest positions are 57.4% of IYH and 43.6% of SCHD.

How do IYH and SCHD differ by sector?

The widest gap is Healthcare: IYH has 75.8 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

IYH 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.