SCHD vs VIG: ETF overlap
Holdings as of May 31, 2026 · SEC fund filings · SCHD source document · VIG source document
These two funds publish on different dates: SCHD as of May 31, 2026, VIG as of July 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. 14% means about 14 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?
SCHD and VIG hold 33 of the same stocks, overlapping by 14.3% of portfolio weight — these funds hold largely different companies. The largest shared position is UnitedHealth Group Inc (UNH), at 5.1% of SCHD and 1.6% of VIG.
Top shared holdings
| Company | Ticker | % of SCHD | % of VIG |
|---|---|---|---|
| UnitedHealth Group Inc | UNH | 5.09% | 1.63% |
| Coca-Cola Co/The | KO | 3.96% | 1.47% |
| Procter & Gamble Co/The | PG | 3.55% | 1.45% |
| Home Depot Inc/The | HD | 3.36% | 1.43% |
| Merck & Co Inc | MRK | 3.86% | 1.39% |
| Texas Instruments Inc | TXN | 5.90% | 1.08% |
| Amgen Inc | AMGN | 3.47% | 0.90% |
| PepsiCo Inc | PEP | 3.44% | 0.82% |
| Abbott Laboratories | ABT | 2.96% | 0.80% |
| QUALCOMM Inc | QCOM | 6.74% | 0.67% |
Fund facts
| SCHD | VIG | |
|---|---|---|
| Fund | Schwab U.S. Dividend Equity ETF | Vanguard Dividend Appreciation Index Fund ETF Shares |
| Style | Blend | Blend |
| Assets | — | — |
| Beta | 0.26 | 0.65 |
| Top sectors | — | Technology 31%, Financial Services 26%, Consumer Defensive 14% |
Computed from 99 listed holdings of SCHD (100% of the fund) and 333 of VIG ( 100%). How this is computed: methodology. Informational only, not investment advice — see disclosures.
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