SCHD vs SPY: holdings overlap and fees
click a fund to swap · any US ETF
Head-to-head
THE VERDICT
SCHD and SPY share 8% 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 SCHD, weight in SPY)
Portfolio overlap
8%overlap
Shared holdings45
Total unique names557
In one, not the other512
Top shared holdings · weight in SCHD / SPY
Which 45 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 SCHD · Heavier in SPY
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
SCHD snapshot · SCHD holdings · SCHD income