ETF comparison

KXI vs SCHD overlap

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

Tracked overlap14.80%

4 shared holdings

KXI 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.

COSTCOSTCO WHOLESALE CORP

4.30%overlap weight

PMPHILIP MORRIS INTERNATIONAL INC

3.60%overlap weight

PEPPEPSICO INC

3.50%overlap weight

PGPROCTER & GAMBLE

3.40%overlap weight

Interpretation

Should you own both KXI and SCHD?

KXI and SCHD share 4 tracked holdings with 14.80% 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.