SCHD vs SCHG

Schwab U.S. Dividend Equity ETF vs Schwab U.S. Large-Cap Growth ETF. Holdings overlap, sector exposure, and key differences compared.

ETF A
SCHD
Schwab U.S. Dividend Equity ETF
Holdings50
CategoryLarge Value
ETF B
SCHG
Schwab U.S. Large-Cap Growth ETF
Holdings50
CategoryLarge Growth

Holdings overlap

1.1%
Weighted overlap
1
Shared holdings
49
Unique to SCHD
49
Unique to SCHG

SCHD and SCHG share 1 holdings, representing 1.1% weighted overlap. These funds are quite different. Combining them provides genuine diversification.

Shared holdings

Each band represents a holding. Shared holdings are connected by ribbons between SCHD and SCHG. Band height reflects the holding's weight in the fund. Colour indicates sector.

Band height = weight in ETF · Color = sector · Ribbons = shared holdings
SCHDSCHGUNH4.3%TXN4.3%CVX4.2%MRK4.2%KO4.1%COP4.0%44 more unique70.9%NVDA11.9%AAPL9.9%MSFT7.4%AMZN6.1%GOOGL4.8%44 more unique44.7%

Sector breakdown

Side-by-side sector exposure. Bars grow outward from the centre. Wider bars mean higher allocation.

SCHD - Schwab U.S. Dividend Equity ETF
SCHG - Schwab U.S. Large-Cap Growth ETF
14.2%
Technology
41.3%
19.4%
Consumer Defensive
1.6%
19.2%
Healthcare
6.4%
6.5%
Communication Services
15.5%
15.4%
Energy
6.0%
Consumer Cyclical
10.6%
7.9%
Industrials
3.8%
7.4%
Financial Services
5.0%
Basic Materials
0.9%
Real Estate
0.4%
Utilities
0.3%

Geographic exposure

SCHD

North AmericaEuropeUnited States92.9%Ireland3.0%
North America92.9%Europe3.0%

SCHG

North AmericaEuropeUnited States84.6%United Kin…
North America84.6%Europe1.3%

Top holdings compared

Top shared holdings

HoldingSCHD weightSCHG weight
UNHUnitedHealth Group Incorporated4.30%1.06%

Unique to SCHD

TXN4.34%
CVX4.18%
MRK4.17%
KO4.09%
COP3.98%

Unique to SCHG

NVDA11.91%
AAPL9.85%
MSFT7.39%
AMZN6.07%
GOOGL4.84%

Key differences

Market capitalisation breakdown shows how each fund is distributed across company sizes.

Mega
-
63.8%
Big
77.0%
23.1%
Medium
18.5%
11.8%
Small
3.1%
1.1%
Micro
1.1%
-
SCHDSCHG

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