SCHD vs VYM: ETF overlap
Holdings as of May 31, 2026 · issuer data + SEC N-PORT filings
These two funds publish on different dates: SCHD as of May 31, 2026, VYM 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. 21% means about 21 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 banding of that figure, not an industry standard. What is ETF overlap?
SCHD and VYM hold 79 of the same stocks, overlapping by 21.1% 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 UnitedHealth Group Inc (UNH), at 5.1% of SCHD and 1.6% of VYM.
Top shared holdings
| Company | Ticker | % of SCHD | % of VYM |
|---|---|---|---|
| UnitedHealth Group Inc | UNH | 5.09% | 1.56% |
| Home Depot Inc/The | HD | 3.36% | 1.46% |
| Procter & Gamble Co/The | PG | 3.55% | 1.42% |
| Merck & Co Inc | MRK | 3.86% | 1.32% |
| Coca-Cola Co/The | KO | 3.96% | 1.31% |
| Chevron Corp | CVX | 3.83% | 1.28% |
| Texas Instruments Inc | TXN | 5.90% | 1.12% |
| QUALCOMM Inc | QCOM | 6.74% | 0.81% |
| PepsiCo Inc | PEP | 3.44% | 0.77% |
| Amgen Inc | AMGN | 3.47% | 0.75% |
Fund facts
| SCHD | VYM | |
|---|---|---|
| Fund | Schwab U.S. Dividend Equity ETF | Vanguard High Dividend Yield ET |
| Style | Blend | — |
| Assets | — | — |
| Beta | 0.27 | 0.60 |
| Top sectors | — | — |
Overlap is the sum, over every stock held by both funds, of the smaller of its two portfolio weights — computed from 99 listed constituents of SCHD (covering 100% of the fund) and 589 of VYM (covering 99%). Source: issuer data + SEC N-PORT filings. How this is computed: methodology. Informational only, not investment advice — see disclosures.
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