DGRO vs SCHD: ETF overlap
Holdings as of May 31, 2026 · SEC fund filings · DGRO source document · SCHD source document
These two funds publish on different dates: DGRO as of July 31, 2026, SCHD as of May 31, 2026. The overlap figure is stated as of the older of the two, May 31, 2026 — holdings may have changed in the fund with the fresher date since then.
Overlap by weight: for each stock both funds hold, take the smaller of its two weights, then add those up. 20% means about 20 cents of every dollar in one fund is invested in the same companies, at the same size, as the other. The overlap level is PortLens's grouping of that figure, not an industry standard. What is ETF overlap?
DGRO and SCHD hold 32 of the same stocks, overlapping by 20.3% of portfolio weight — meaningful common ground, mostly in the largest index names, but each fund also brings exposure the other lacks. Whether the pairing helps depends on what the rest of your portfolio already holds. The largest shared position is PROCTER & GAMBLE COMPANY (THE) (PG), at 2.2% of DGRO and 3.5% of SCHD.
Top shared holdings
| Company | Ticker | % of DGRO | % of SCHD |
|---|---|---|---|
| PROCTER & GAMBLE COMPANY (THE) | PG | 2.17% | 3.55% |
| HOME DEPOT INC (THE) | HD | 2.14% | 3.36% |
| COCA-COLA COMPANY (THE) | KO | 1.96% | 3.96% |
| MERCK & COMPANY INC | MRK | 1.91% | 3.86% |
| UNITEDHEALTH GROUP INC | UNH | 1.76% | 5.09% |
| PEPSICO INC | PEP | 1.66% | 3.44% |
| AMGEN INC | AMGN | 1.30% | 3.47% |
| ABBOTT LABORATORIES | ABT | 1.10% | 2.96% |
| CONOCOPHILLIPS | COP | 0.89% | 3.51% |
| ACCENTURE PLC | ACN | 0.82% | 2.90% |
Fund facts
| DGRO | SCHD | |
|---|---|---|
| Fund | iShares Core Dividend Growth ETF | Schwab U.S. Dividend Equity ETF |
| Style | Blend | Blend |
| Assets | — | — |
| Beta | 0.49 | 0.26 |
| Top sectors | — | — |
Computed from 390 listed holdings of DGRO (100% of the fund) and 99 of SCHD ( 100%). How this is computed: methodology. Informational only, not investment advice — see disclosures.
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