ETF comparison

SCHD vs BALI overlap

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

Tracked overlap10.62%

7 shared holdings

SCHD expense0.06%

Charles Schwab

BALI expense0.00%

Unknown

Data date2026-04-15

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

AVGOBroadcom

2.66%overlap weight

JNJJohnson & Johnson

1.81%overlap weight

PGProcter & Gamble

1.51%overlap weight

COSTCostco

1.36%overlap weight

CVXChevron

1.33%overlap weight

VVisa

1.09%overlap weight

Interpretation

Should you own both SCHD and BALI?

SCHD and BALI share 7 tracked holdings with 10.62% 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.