SCHD vs VTI

Schwab U.S. Dividend Equity ETF vs Vanguard Total Stock Market Index Fund ETF Shares. Holdings overlap, sector exposure, and key differences compared.

ETF A
SCHD
Schwab U.S. Dividend Equity ETF
Holdings50
CategoryLarge Value
ETF B
VTI
Vanguard Total Stock Market Index Fund ETF Shares
Holdings3,328
CategoryLarge Blend

Holdings overlap

7.7%
Weighted overlap
50
Shared holdings
0
Unique to SCHD
3278
Unique to VTI

SCHD and VTI share 50 holdings, representing 7.7% 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 VTI. Band height reflects the holding's weight in the fund. Colour indicates sector.

Band height = weight in ETF · Color = sector · Ribbons = shared holdings
SCHDVTITXN4.3%UNH4.3%CVX4.2%MRK4.2%KO4.1%COP4.0%PEP3.9%AMGN3.8%VZ3.8%PG3.8%HD3.8%ABT3.7%QCOM3.6%LMT3.3%BMY3.2%ACN3.0%MO3.0%CMCSA2.7%BX2.3%ADP2.1%30 more shared24.9%NVDA6.2%AAPL5.9%MSFT4.4%AMZN3.0%GOOGL2.7%1120 more unique67.9%

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
VTI - Vanguard Total Stock Market Index Fund ETF Shares
14.2%
Technology
30.7%
19.4%
Consumer Defensive
5.1%
19.2%
Healthcare
10.0%
15.4%
Energy
3.5%
7.4%
Financial Services
12.1%
7.9%
Industrials
10.0%
6.0%
Consumer Cyclical
9.9%
6.5%
Communication Services
9.7%
Utilities
2.4%
Real Estate
2.3%
Basic Materials
2.0%

Geographic exposure

SCHD

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

VTI

North AmericaEuropeUnited States94.8%Ireland
North America95.0%Europe2.4%Asia-Pacific0.1%Latin America0.2%

Top holdings compared

Top shared holdings

HoldingSCHD weightVTI weight
CVXChevron Corp4.18%0.54%
UNHUnitedHealth Group Incorporated4.30%0.40%
TXNTexas Instruments Incorporated4.34%0.29%
MRKMerck & Company Inc4.17%0.46%
KOThe Coca-Cola Company4.09%0.42%
PGProcter & Gamble Company3.79%0.59%
HDThe Home Depot Inc3.76%0.57%
PEPPepsiCo Inc3.93%0.35%
COPConocoPhillips3.98%0.21%
AMGNAmgen Inc3.83%0.32%
VZVerizon Communications Inc3.82%0.29%
ABTAbbott Laboratories3.71%0.31%
QCOMQualcomm Incorporated3.59%0.23%
LMTLockheed Martin Corporation3.32%0.23%
BMYBristol-Myers Squibb Company3.19%0.19%

Unique to VTI

NVDA6.18%
AAPL5.89%
MSFT4.41%
AMZN3.05%
GOOGL2.74%

Key differences

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

Mega
-
40.6%
Big
77.0%
30.9%
Medium
18.5%
19.2%
Small
3.1%
6.4%
Micro
1.1%
2.2%
SCHDVTI

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