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

SCHV and VO share 26.4% of their weight across 201 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 VO

26.4%

201 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

VO

VANGUARD MID-CAP INDEX FUND

Reported positions cover 100% of the fund, 279 positions · Jun 30, 2026

Top 10: 9.5%·Holdings of VO

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

VO vs SCHV side by side

SCHVSchwab U.S. Large-Cap Value ETF

552

stock positions reported to the SEC

73.5% of its weight is in 351 names VO does not hold

VOVANGUARD MID-CAP INDEX FUND

279

stock positions reported to the SEC

29.5% of its weight is in 78 names SCHV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
25.7%
23.3%
Financial Services
14.9%
11.1%
Healthcare
11.6%
9.9%
Industrials
0.0%
11.0%
Consumer Cyclical
7.7%
10.1%
Consumer Defensive
6.7%
0.0%

The widest gap is Industrials: VO has 11.0 points more of it.

The figures side by side

SCHVVO
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported552279
Weight of the ten largest20.3%9.5%
Largest positionMU 3.5%VRT 1.2%
Held alone351 positions, 73.5%78 positions, 29.5%
Covered by stock positions100%100%

Holdings they share

StockIn SCHVIn VOCounted
STXSeagate Technology Holdings PLC0.62%1.05%0.62%
WDCWestern Digital Corp0.58%1.06%0.58%
NEMNewmont Corp0.39%0.48%0.39%
HWMHowmet Aerospace Inc0.34%1.04%0.34%
CMICummins Inc0.29%0.95%0.29%
FDXFedEx Corp0.29%0.33%0.29%
WILLIAMS COS INC/THE0.28%0.44%0.28%
CIENCiena Corp0.27%0.67%0.27%
JCIJohnson Controls International plc0.27%0.43%0.27%
SLBSLB Ltd0.26%0.67%0.26%

What each holds alone

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

Only in SCHV

MUMicron Technology Inc3.54%
BRK.ABerkshire Hathaway Inc2.82%
JPMORGAN CHASE & CO2.62%
EXXON MOBIL CORP1.97%
JNJJohnson & Johnson1.76%
INTCIntel Corp1.75%
WMTWalmart Inc1.65%
CSCOCisco Systems Inc1.54%
CATCaterpillar Inc1.32%
LRCXLam Research Corp1.29%

Only in VO

VRTVertiv Holdings Co1.22%
PWRQuanta Services Inc1.04%
DDOGDatadog Inc0.83%
CEGConstellation Energy Corp0.78%
HOODRobinhood Markets Inc0.77%
NETCloudflare Inc0.76%
COHRCoherent Corp0.75%
TDGTransDigm Group Inc0.72%
URIUnited Rentals Inc0.69%
FIXComfort Systems USA Inc0.67%

Questions people ask

Is SCHV the same as VO?

26.4% of their weight sits in the same 201 holdings. SCHV also reports MU, BRK.A, JPMORGAN CHASE & CO, which the other does not. VO also reports VRT, PWR, DDOG, which the other does not.

How is the overlap between SCHV and VO 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 VO, so the number cannot exceed the smaller coverage.

Which holds more, VO or SCHV?

SCHV reports 552 stock positions and VO reports 279. 73.5% of SCHV's weight sits in names VO does not hold, and 29.5% of VO's weight in names SCHV does not hold. The ten largest positions are 20.3% of SCHV and 9.5% of VO.

How do SCHV and VO differ by sector?

The widest gap is Industrials: VO has 11.0 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.