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

SCHV and VYM share 62.7% of their weight across 299 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 VYM

62.7%

299 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

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 SCHV 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 SCHV side by side

SCHVSchwab U.S. Large-Cap Value ETF

552

stock positions reported to the SEC

36.7% of its weight is in 253 names VYM does not hold

VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND

589

stock positions reported to the SEC

19.7% of its weight is in 290 names SCHV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
25.7%
22.0%
Financial Services
14.9%
15.3%
Healthcare
11.6%
12.6%
Consumer Cyclical
7.7%
8.2%
Consumer Defensive
6.7%
0.0%
Industrials
0.0%
6.4%

The widest gap is Consumer Defensive: SCHV has 6.7 points more of it.

The figures side by side

SCHVVYM
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported552589
Weight of the ten largest20.3%25.6%
Largest positionMU 3.5%AVGO 8.0%
Held alone253 positions, 36.7%290 positions, 19.7%
Covered by stock positions100%100%

Holdings they share

StockIn SCHVIn VYMCounted
JPMORGAN CHASE & CO2.62%3.34%2.62%
EXXON MOBIL CORP1.97%2.72%1.97%
JNJJohnson & Johnson1.76%2.30%1.76%
CSCOCisco Systems Inc1.54%1.52%1.52%
CATCaterpillar Inc1.32%1.72%1.32%
ABBVAbbVie Inc1.25%1.56%1.25%
ORCLOracle Corp1.24%1.13%1.13%
BACBank of America Corp1.11%1.44%1.11%
CVXChevron Corp1.11%1.51%1.11%
PGProcter & Gamble Co/The1.08%1.44%1.08%

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%
INTCIntel Corp1.75%
WMTWalmart Inc1.65%
LRCXLam Research Corp1.29%
AMATApplied Materials Inc1.16%
STXSeagate Technology Holdings PLC0.62%
APHAmphenol Corp0.59%
BABoeing Co/The0.59%
MRVLMarvell Technology Inc0.58%

Only in VYM

AVGOBroadcom Inc8.03%
UNHUnitedHealth Group Inc1.40%
LINLinde PLC0.98%
DISWalt Disney Co/The0.77%
BLKBlackRock Funding Inc/DE0.68%
PGRProgressive Corp/The0.49%
TMUST-Mobile US Inc0.39%
PSXPhillips 660.30%
BKRBaker Hughes Co0.29%
TELTE Connectivity PLC0.26%

Questions people ask

Is SCHV the same as VYM?

62.7% of their weight sits in the same 299 holdings. SCHV also reports MU, BRK.A, INTC, which the other does not. VYM also reports AVGO, UNH, LIN, which the other does not.

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

Which holds more, VYM or SCHV?

SCHV reports 552 stock positions and VYM reports 589. 36.7% of SCHV's weight sits in names VYM does not hold, and 19.7% of VYM's weight in names SCHV does not hold. The ten largest positions are 20.3% of SCHV and 25.6% of VYM.

How do SCHV and VYM differ by sector?

The widest gap is Consumer Defensive: SCHV has 6.7 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.