ETF comparison

HDV vs SCHD overlap

Compare HDV ETF and Schwab U.S. Dividend Equity ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.

Tracked overlap24.40%

7 shared holdings

HDV expense0.00%

Unknown

SCHD expense0.06%

Charles Schwab

Data date2026-05-01

2026-04-15

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

HDHOME DEPOT INC

3.90%overlap weight

JNJJOHNSON & JOHNSON

3.80%overlap weight

PMPHILIP MORRIS INTERNATIONAL INC

3.60%overlap weight

PEPPEPSICO INC

3.50%overlap weight

PGPROCTER & GAMBLE

3.40%overlap weight

CVXCHEVRON CORP

3.20%overlap weight

Interpretation

Should you own both HDV and SCHD?

HDV and SCHD share 7 tracked holdings with 24.40% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.

Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.