SCHD and VYM · filed portfolios
SCHD vs VYM fund overlap
This page compares the filed equity sleeves of Schwab U.S. Dividend Equity ETF and Vanguard High Dividend Yield Index Fund. Both source dates appear with the result.
Filed portfolio overlap
20.9%
Filed portfolio result
Schwab U.S. Dividend Equity ETF and Vanguard High Dividend Yield Index Fund share 20.9% of their filed equity sleeves. The SCHD class costs $60 per year for each $100,000 invested; the VYM class costs $40 per year for each $100,000.
Schwab U.S. Dividend Equity ETF (SCHD) · Vanguard High Dividend Yield Index Fund (VYM)
Largest shared positions
| Company | SCHD | VYM |
|---|---|---|
| Chevron Corp | 3.84% | 1.52% |
| Procter & Gamble Co/The | 3.55% | 1.45% |
| UnitedHealth Group Inc | 5.10% | 1.41% |
| Home Depot Inc/The | 3.37% | 1.37% |
| Coca-Cola Co/The | 3.96% | 1.28% |
| Merck & Co Inc | 3.87% | 1.14% |
| Texas Instruments Inc | 5.92% | 1.07% |
| PepsiCo Inc | 3.45% | 0.91% |
| Verizon Communications Inc | 3.66% | 0.85% |
| QUALCOMM Inc | 6.75% | 0.80% |
Largest positions only in SCHD
| Company | Weight |
|---|---|
| Erie Indemnity Co | 0.14% |
| Federated Hermes Inc | 0.10% |
| OFG Bancorp | 0.05% |
| National Bank Holdings Corp | 0.05% |
| Federal Agricultural Mortgage Corp | 0.04% |
Largest positions only in VYM
| Company | Weight |
|---|---|
| Broadcom Inc | 8.07% |
| JPMorgan Chase & Co | 3.36% |
| Exxon Mobil Corp | 2.73% |
| Johnson & Johnson | 2.31% |
| Caterpillar Inc | 1.72% |
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; VYM holdings run 7f35c13d-dab5-4663-b04b-b5d91b2d68a2. Method cusip6-equity-sleeve@1; identifier coverage 97.1% and 100.0%. Source accessions 0001410368-26-075040 and 0001004655-26-000307.