SCHD vs VYM: ETF overlap
Holdings as of May 31, 2026 · SEC fund filings · SCHD source document · VYM source document
These two funds publish on different dates: SCHD as of May 31, 2026, VYM 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. 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 grouping of that figure, not an industry standard. What is ETF overlap?
SCHD and VYM hold 80 of the same stocks, overlapping by 21.4% 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 1.5% of VYM.
Top shared holdings
| Company | Ticker | % of SCHD | % of VYM |
|---|---|---|---|
| UnitedHealth Group Inc | UNH | 5.09% | 1.52% |
| Chevron Corp | CVX | 3.83% | 1.48% |
| Coca-Cola Co/The | KO | 3.96% | 1.38% |
| Procter & Gamble Co/The | PG | 3.55% | 1.37% |
| Home Depot Inc/The | HD | 3.36% | 1.34% |
| Merck & Co Inc | MRK | 3.86% | 1.31% |
| Texas Instruments Inc | TXN | 5.90% | 1.02% |
| Verizon Communications Inc | VZ | 3.65% | 0.80% |
| Amgen Inc | AMGN | 3.47% | 0.78% |
| PepsiCo Inc | PEP | 3.44% | 0.77% |
Fund facts
| SCHD | VYM | |
|---|---|---|
| Fund | Schwab U.S. Dividend Equity ETF | Vanguard High Dividend Yield Index Fund ETF Shares |
| Style | Blend | Blend |
| Assets | — | — |
| Beta | 0.26 | 0.59 |
| Top sectors | — | — |
Computed from 99 listed holdings of SCHD (100% of the fund) and 604 of VYM ( 100%). How this is computed: methodology. Informational only, not investment advice — see disclosures.
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