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

SCHV and VTV share 74.1% of their weight across 258 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 VTV

74.1%

258 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

VTV

VANGUARD VALUE INDEX FUND

Reported positions cover 100% of the fund, 305 positions · Jun 30, 2026

Top 10: 24.1%·Holdings of VTV

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

VTV vs SCHV side by side

SCHVSchwab U.S. Large-Cap Value ETF

552

stock positions reported to the SEC

22.6% of its weight is in 294 names VTV does not hold

VTVVANGUARD VALUE INDEX FUND

305

stock positions reported to the SEC

12.7% of its weight is in 47 names SCHV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
25.7%
18.7%
Financial Services
14.9%
18.2%
Healthcare
11.6%
15.8%
Consumer Cyclical
7.7%
0.0%
Consumer Defensive
6.7%
7.1%
Industrials
0.0%
6.5%

The widest gap is Consumer Cyclical: SCHV has 7.7 points more of it.

The figures side by side

SCHVVTV
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported552305
Weight of the ten largest20.3%24.1%
Largest positionMU 3.5%MU 4.9%
Held alone294 positions, 22.6%47 positions, 12.7%
Covered by stock positions100%100%

Holdings they share

StockIn SCHVIn VTVCounted
MUMicron Technology Inc3.54%4.87%3.54%
BRK.ABerkshire Hathaway Inc2.82%3.47%2.82%
JPMORGAN CHASE & CO2.62%3.06%2.62%
EXXON MOBIL CORP1.97%2.12%1.97%
JNJJohnson & Johnson1.76%2.29%1.76%
WMTWalmart Inc1.65%1.86%1.65%
CSCOCisco Systems Inc1.54%1.56%1.54%
CATCaterpillar Inc1.32%1.83%1.32%
ABBVAbbVie Inc1.25%1.66%1.25%
BACBank of America Corp1.11%1.36%1.11%

What each holds alone

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

Only in SCHV

LRCXLam Research Corp1.29%
ORCLOracle Corp1.24%
AMATApplied Materials Inc1.16%
MCDMcDonald's Corp0.64%
STXSeagate Technology Holdings PLC0.62%
APHAmphenol Corp0.59%
BABoeing Co/The0.59%
MRVLMarvell Technology Inc0.58%
WDCWestern Digital Corp0.58%
TJX COS INC/THE0.56%

Only in VTV

UNHUnitedHealth Group Inc1.41%
LINLinde PLC0.90%
GENERAL ELECTRIC CO0.73%
TMOThermo Fisher Scientific Inc0.70%
DISWalt Disney Co/The0.63%
BLKBlackRock Funding Inc/DE0.50%
PGRProgressive Corp/The0.48%
CRMSalesforce Inc0.46%
PHParker-Hannifin Corp0.46%
DHRDanaher Corp0.45%

Questions people ask

Is SCHV the same as VTV?

74.1% of their weight sits in the same 258 holdings. SCHV also reports LRCX, ORCL, AMAT, which the other does not. VTV also reports UNH, LIN, GENERAL ELECTRIC CO, which the other does not.

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

Which holds more, VTV or SCHV?

SCHV reports 552 stock positions and VTV reports 305. 22.6% of SCHV's weight sits in names VTV does not hold, and 12.7% of VTV's weight in names SCHV does not hold. The ten largest positions are 20.3% of SCHV and 24.1% of VTV.

How do SCHV and VTV differ by sector?

The widest gap is Consumer Cyclical: SCHV has 7.7 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.