SCHD vs VTI: ETF overlap
Holdings as of May 31, 2026 · SEC fund filings · SCHD source document · VTI source document
These two funds publish on different dates: SCHD as of May 31, 2026, VTI as of June 30, 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. 7% means about 7 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 VTI hold 97 of the same stocks, overlapping by 7.0% of portfolio weight — these funds hold largely different companies. The largest shared position is UnitedHealth Group Inc (UNH), at 5.1% of SCHD and 0.5% of VTI.
Top shared holdings
| Company | Ticker | % of SCHD | % of VTI |
|---|---|---|---|
| UnitedHealth Group Inc | UNH | 5.09% | 0.52% |
| Home Depot Inc/The | HD | 3.36% | 0.49% |
| Procter & Gamble Co/The | PG | 3.55% | 0.47% |
| Merck & Co Inc | MRK | 3.86% | 0.44% |
| Chevron Corp | CVX | 3.83% | 0.43% |
| Coca-Cola Co/The | KO | 3.96% | 0.39% |
| Texas Instruments Inc | TXN | 5.90% | 0.37% |
| Amgen Inc | AMGN | 3.47% | 0.27% |
| QUALCOMM Inc | QCOM | 6.74% | 0.27% |
| PepsiCo Inc | PEP | 3.44% | 0.26% |
Fund facts
| SCHD | VTI | |
|---|---|---|
| Fund | Schwab U.S. Dividend Equity ETF | Vanguard Morningstar Total Stock Market ETF |
| Style | Blend | Growth |
| Assets | — | — |
| Beta | 0.26 | 1.01 |
| Top sectors | — | Technology 47%, Communication Services 14%, Consumer Cyclical 11% |
Computed from 99 listed holdings of SCHD (100% of the fund) and 3,493 of VTI ( 100%). How this is computed: methodology. Informational only, not investment advice — see disclosures.
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