HDV vs SCHD: holdings overlap and fees
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Head-to-head
THE VERDICT
HDV and SCHD share 43% of their holdings by weight; they hold different types of stocks. The sections below show where the two baskets differ and what each costs.
Holdings overlap · Σ min(weight in HDV, weight in SCHD)
Portfolio overlap
43%overlap
Shared holdings23
Total unique names150
In one, not the other127
Top shared holdings · weight in HDV / SCHD
Which 23 names both funds hold, at what weight, and which positions each fund weights more heavily, is on a paid plan.Premium · $119/yr · 7-day trial · cancel anytimeUnlock the shared names →
Heavier in HDV · Heavier in SCHD
Where each fund leans is withheld with the shared names above, on the same plan.
Portfolio look-through · “am I secretly all-in on one stock?”
Your holdings:
Overlap computed Oct 19, 2026 from each fund's published holdings via the weighted-minimum method. Bond and fund-of-funds holdings are excluded from look-through where disaggregation is unreliable. Decision-support, not a recommendation · Not investment advice.
More on these funds
HDV snapshot · HDV holdings · HDV income