SCHD and VOO · filed portfolios
SCHD vs VOO fund overlap
This page compares the filed equity sleeves of Schwab U.S. Dividend Equity ETF and Vanguard 500 Index Fund. Both source dates appear with the result.
Filed portfolio overlap
8.3%
Filed portfolio result
Schwab U.S. Dividend Equity ETF and Vanguard 500 Index Fund share 8.3% of their filed equity sleeves. The SCHD class costs $60 per year for each $100,000 invested; the VOO class costs $30 per year for each $100,000.
Schwab U.S. Dividend Equity ETF (SCHD) · Vanguard 500 Index Fund (VOO)
Largest shared positions
| Company | SCHD | VOO |
|---|---|---|
| Chevron Corp | 3.84% | 0.69% |
| Procter & Gamble Co/The | 3.55% | 0.60% |
| Home Depot Inc/The | 3.37% | 0.59% |
| Merck & Co Inc | 3.87% | 0.54% |
| Coca-Cola Co/The | 3.96% | 0.53% |
| UnitedHealth Group Inc | 5.10% | 0.44% |
| PepsiCo Inc | 3.45% | 0.38% |
| Verizon Communications Inc | 3.66% | 0.38% |
| Amgen Inc | 3.48% | 0.34% |
| Abbott Laboratories | 2.97% | 0.32% |
Largest positions only in SCHD
| Company | Weight |
|---|---|
| East West Bancorp Inc | 0.43% |
| Watsco Inc | 0.32% |
| Fidelity National Financial Inc | 0.30% |
| HF Sinclair Corp | 0.28% |
| Booz Allen Hamilton Holding Corp | 0.24% |
Largest positions only in VOO
| Company | Weight |
|---|---|
| NVIDIA Corp | 7.59% |
| Apple Inc | 6.68% |
| Alphabet Inc | 5.40% |
| Microsoft Corp | 4.93% |
| Amazon.com Inc | 3.65% |
For individual-company research, use the Buy Like Buffett company library.
This is a quarter-end snapshot filed later. Both funds may have traded since these dates, and portfolio overlap does not show whether either fund is better.
Data provenance
SCHD holdings run 7f35c13d-dab5-4663-b04b-b5d91b2d68a2; VOO holdings run a50bbf07-f7a5-4c59-bb80-4a558b00b06c. Method cusip6-equity-sleeve@1; identifier coverage 97.1% and 100.0%. Source accessions 0001410368-26-075040 and 0000036405-26-000325.