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
Largest sectors for both funds
The widest gap is Healthcare: IYH has 75.8 points more of it.
The figures side by side
| IYH | SCHD | |
|---|---|---|
| Filing date | Apr 30, 2026 | May 31, 2026 |
| Stock positions reported | 102 | 99 |
| Weight of the ten largest | 57.4% | 43.6% |
| Largest position | LLY 13.7% | QCOM 6.7% |
| Held alone | 97 positions, 80.1% | 94 positions, 81.5% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IYH | In SCHD | Counted |
|---|---|---|---|
| UNHUNITEDHEALTH GROUP INCORPORATED | 6.18% | 5.09% | 5.09% |
| MRKMERCK & CO., INC. | 4.97% | 3.86% | 3.86% |
| AMGNAMGEN INC. | 3.41% | 3.47% | 3.41% |
| ABTABBOTT LABORATORIES | 2.88% | 2.96% | 2.88% |
| BMYBRISTOL-MYERS SQUIBB COMPANY | 2.26% | 2.93% | 2.26% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IYH
Only in SCHD
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.