SCHV vs VLUE overlap - what they share and where they differ

SCHV and VLUE share 28.1% of their weight across 120 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.

SCHV and VLUE

28.1%

120 shared positions

SCHV

Schwab U.S. Large-Cap Value ETF

Reported positions cover 100% of the fund, 552 positions · May 31, 2026

Top 10: 20.3%·Holdings of SCHV

VLUE

iShares MSCI USA Value Factor ETF

Reported positions cover 100% of the fund, 147 positions · Apr 30, 2026

Top 10: 43.5%·Holdings of VLUE

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

VLUE vs SCHV side by side

SCHVSchwab U.S. Large-Cap Value ETF

552

stock positions reported to the SEC

71.8% of its weight is in 432 names VLUE does not hold

VLUEiShares MSCI USA Value Factor ETF

147

stock positions reported to the SEC

9.2% of its weight is in 27 names SCHV does not hold

Where each fund's weight sits

SCHV
VLUE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
25.7%
42.3%
Financial Services
14.9%
10.3%
Healthcare
11.6%
0.0%
Industrials
0.0%
9.1%
Consumer Cyclical
7.7%
9.1%
Communication Services
0.0%
8.3%

The widest gap is Technology: VLUE has 16.6 points more of it.

The figures side by side

SCHVVLUE
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported552147
Weight of the ten largest20.3%43.5%
Largest positionMU 3.5%MU 11.6%
Held alone432 positions, 71.8%27 positions, 9.2%
Covered by stock positions100%100%

Holdings they share

StockIn SCHVIn VLUECounted
MUMicron Technology Inc3.54%11.60%3.54%
INTCIntel Corp1.75%9.26%1.75%
CSCOCisco Systems Inc1.54%4.96%1.54%
AMATApplied Materials Inc1.16%3.66%1.16%
BACBank of America Corp1.11%1.88%1.11%
MRKMerck & Co Inc0.96%1.57%0.96%
QCOMQUALCOMM Inc0.87%1.80%0.87%
WFCWells Fargo & Co0.78%1.11%0.78%
CCitigroup Inc0.71%1.94%0.71%
VZVerizon Communications Inc0.65%2.66%0.65%

What each holds alone

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

Only in SCHV

BRK.ABerkshire Hathaway Inc2.82%
JPMORGAN CHASE & CO2.62%
EXXON MOBIL CORP1.97%
JNJJohnson & Johnson1.76%
WMTWalmart Inc1.65%
CATCaterpillar Inc1.32%
LRCXLam Research Corp1.29%
ABBVAbbVie Inc1.25%
ORCLOracle Corp1.24%
CVXChevron Corp1.11%

Only in VLUE

DISTHE WALT DISNEY COMPANY1.09%
TE CONNECTIVITY PUBLIC LIMITED COMPANY0.92%
DHID.R. HORTON, INC.0.87%
URIUNITED RENTALS, INC.0.69%
ACCENTURE PUBLIC LIMITED COMPANY0.65%
ZMZOOM COMMUNICATIONS, INC.0.53%
USBU.S. BANCORP0.52%
PG&E CORPORATION0.50%
COTERRA ENERGY INC.0.39%
CCLCarnival Corporation0.33%

Questions people ask

Is SCHV the same as VLUE?

28.1% of their weight sits in the same 120 holdings. SCHV also reports BRK.A, JPMORGAN CHASE & CO, EXXON MOBIL CORP, which the other does not. VLUE also reports DIS, TE CONNECTIVITY PUBLIC LIMITED COMPANY, DHI, which the other does not.

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

Which holds more, VLUE or SCHV?

SCHV reports 552 stock positions and VLUE reports 147. 71.8% of SCHV's weight sits in names VLUE does not hold, and 9.2% of VLUE's weight in names SCHV does not hold. The ten largest positions are 20.3% of SCHV and 43.5% of VLUE.

How do SCHV and VLUE differ by sector?

The widest gap is Technology: VLUE has 16.6 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.