SCHA vs VBR overlap - what they share and where they differ
SCHA and VBR share 39.7% of their weight across 566 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.
SCHA and VBR
39.7%
566 shared positions
SCHA
Schwab U.S. Small-Cap ETF
Reported positions cover 100% of the fund, 1,552 positions · May 31, 2026
Top 10: 10.5%·Holdings of SCHA
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
Reported positions cover 100% of the fund, 817 positions · Jun 30, 2026
Top 10: 5.9%·Holdings of VBR
Reported positions cover SCHA 100%, VBR 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
VBR vs SCHA side by side
SCHASchwab U.S. Small-Cap ETF
1,552
stock positions reported to the SEC
56.5% of its weight is in 986 names VBR does not hold
VBRVANGUARD SMALL-CAP VALUE INDEX FUND
817
stock positions reported to the SEC
57.0% of its weight is in 251 names SCHA does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Cyclical: VBR has 12.2 points more of it.
The figures side by side
| SCHA | VBR | |
|---|---|---|
| Filing date | May 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 1,552 | 817 |
| Weight of the ten largest | 10.5% | 5.9% |
| Largest position | SANDISK CORP/DE 5.3% | JBL 0.9% |
| Held alone | 986 positions, 56.5% | 251 positions, 57.0% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In SCHA | In VBR | Counted |
|---|---|---|---|
| MKSIMKS Inc | 0.46% | 0.32% | 0.32% |
| MLIMueller Industries Inc | 0.30% | 0.29% | 0.29% |
| VSATViasat Inc | 0.23% | 0.25% | 0.23% |
| MOG.AMoog Inc | 0.22% | 0.26% | 0.22% |
| VMIValmont Industries Inc | 0.22% | 0.23% | 0.22% |
| BPOPPopular Inc | 0.21% | 0.22% | 0.21% |
| NYTNew York Times Co/The | 0.26% | 0.21% | 0.21% |
| RRyder System Inc | 0.21% | 0.21% | 0.21% |
| WTFCWintrust Financial Corp | 0.21% | 0.23% | 0.21% |
| ALSNAllison Transmission Holdings Inc | 0.20% | 0.20% | 0.20% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in SCHA
Only in VBR
Questions people ask
Is SCHA the same as VBR?
39.7% of their weight sits in the same 566 holdings. SCHA also reports SANDISK CORP/DE, LITE, RVMD, which the other does not. VBR also reports JBL, NRG, TPR, which the other does not.
How is the overlap between SCHA and VBR 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 SCHA and 100% of VBR, so the number cannot exceed the smaller coverage.
Which holds more, VBR or SCHA?
SCHA reports 1,552 stock positions and VBR reports 817. 56.5% of SCHA's weight sits in names VBR does not hold, and 57.0% of VBR's weight in names SCHA does not hold. The ten largest positions are 10.5% of SCHA and 5.9% of VBR.
How do SCHA and VBR differ by sector?
The widest gap is Consumer Cyclical: VBR has 12.2 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.