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

SCHD and VYM share 21.3% of their weight across 79 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.

SCHD and VYM

21.3%

79 shared positions

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

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND

Reported positions cover 100% of the fund, 589 positions · Apr 30, 2026

Top 10: 25.6%·Holdings of VYM

Reported positions cover SCHD 100%, VYM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VYM vs SCHD side by side

SCHDSchwab U.S. Dividend Equity ETF

99

stock positions reported to the SEC

0.7% of its weight is in 20 names VYM does not hold

VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND

589

stock positions reported to the SEC

78.3% of its weight is in 510 names SCHD does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
18.6%
22.0%
Healthcare
18.8%
12.6%
Financial Services
0.0%
15.3%
Consumer Cyclical
13.6%
8.2%
Consumer Defensive
13.0%
0.0%
Energy
13.0%
0.0%

The widest gap is Financial Services: VYM has 15.3 points more of it.

The figures side by side

SCHDVYM
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported99589
Weight of the ten largest43.6%25.6%
Largest positionQCOM 6.7%AVGO 8.0%
Held alone20 positions, 0.7%510 positions, 78.3%
Covered by stock positions100%100%

Holdings they share

StockIn SCHDIn VYMCounted
CVXChevron Corp3.83%1.51%1.51%
PGProcter & Gamble Co/The3.55%1.44%1.44%
UNHUnitedHealth Group Inc5.09%1.40%1.40%
HDHome Depot Inc/The3.36%1.36%1.36%
KOCoca-Cola Co/The3.96%1.28%1.28%
MRKMerck & Co Inc3.86%1.13%1.13%
TXNTexas Instruments Inc5.90%1.06%1.06%
PEPPepsiCo Inc3.44%0.90%0.90%
VZVerizon Communications Inc3.65%0.84%0.84%
QCOMQUALCOMM Inc6.74%0.80%0.80%

What each holds alone

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

Only in SCHD

ERIEErie Indemnity Co0.14%
FHIFederated Hermes Inc0.10%
NBHCNational Bank Holdings Corp0.05%
OFGOFG Bancorp0.05%
AGMFederal Agricultural Mortgage Corp0.04%
GABCGerman American Bancorp Inc0.04%
LKFNLakeland Financial Corp0.04%
PFBCPreferred Bank/Los Angeles CA0.03%
WENWendy's Co/The0.03%
CCBGCapital City Bank Group Inc0.02%

Only in VYM

AVGOBroadcom Inc8.03%
JPMORGAN CHASE & CO3.34%
EXXON MOBIL CORP2.72%
JNJJohnson & Johnson2.30%
CATCaterpillar Inc1.72%
ABBVAbbVie Inc1.56%
CSCOCisco Systems Inc1.52%
BACBank of America Corp1.44%
ORCLOracle Corp1.13%
GSGoldman Sachs Group Inc/The1.07%

Questions people ask

Is SCHD the same as VYM?

21.3% of their weight sits in the same 79 holdings. SCHD also reports ERIE, FHI, NBHC, which the other does not. VYM also reports AVGO, JPMORGAN CHASE & CO, EXXON MOBIL CORP, which the other does not.

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

Which holds more, VYM or SCHD?

SCHD reports 99 stock positions and VYM reports 589. 0.7% of SCHD's weight sits in names VYM does not hold, and 78.3% of VYM's weight in names SCHD does not hold. The ten largest positions are 43.6% of SCHD and 25.6% of VYM.

How do SCHD and VYM differ by sector?

The widest gap is Financial Services: VYM has 15.3 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.