VIG and SCHD · filed portfolios
VIG vs SCHD fund overlap
This page compares the filed equity sleeves of Vanguard Dividend Appreciation Index Fund and Schwab U.S. Dividend Equity ETF. Both source dates appear with the result.
Filed portfolio overlap
13.9%
Filed portfolio result
Vanguard Dividend Appreciation Index Fund and Schwab U.S. Dividend Equity ETF share 13.9% of their filed equity sleeves. The VIG class costs $40 per year for each $100,000 invested; the SCHD class costs $60 per year for each $100,000.
Vanguard Dividend Appreciation Index Fund (VIG) · Schwab U.S. Dividend Equity ETF (SCHD)
Largest shared positions
| Company | VIG | SCHD |
|---|---|---|
| Procter & Gamble Co/The | 1.55% | 3.55% |
| UnitedHealth Group Inc | 1.52% | 5.10% |
| Home Depot Inc/The | 1.48% | 3.37% |
| Coca-Cola Co/The | 1.38% | 3.96% |
| Merck & Co Inc | 1.23% | 3.87% |
| Texas Instruments Inc | 1.16% | 5.92% |
| PepsiCo Inc | 0.98% | 3.45% |
| QUALCOMM Inc | 0.87% | 6.75% |
| Amgen Inc | 0.85% | 3.48% |
| Abbott Laboratories | 0.72% | 2.97% |
Largest positions only in VIG
| Company | Weight |
|---|---|
| Broadcom Inc | 5.21% |
| Apple Inc | 4.10% |
| Microsoft Corp | 3.99% |
| JPMorgan Chase & Co | 3.61% |
| Eli Lilly & Co | 3.36% |
Largest positions only in SCHD
| Company | Weight |
|---|---|
| Chevron Corp | 3.84% |
| Verizon Communications Inc | 3.66% |
| ConocoPhillips | 3.52% |
| Altria Group Inc | 2.95% |
| Bristol-Myers Squibb Co | 2.94% |
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
VIG holdings run 7f35c13d-dab5-4663-b04b-b5d91b2d68a2; SCHD holdings run 7f35c13d-dab5-4663-b04b-b5d91b2d68a2. Method cusip6-equity-sleeve@1; identifier coverage 100.0% and 97.1%. Source accessions 0000734383-26-000213 and 0001410368-26-075040.