ETF comparison

SCHD vs HDV overlap

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

Tracked overlap24.40%

7 shared holdings

SCHD expense0.06%

Charles Schwab

HDV expense0.00%

Unknown

Data date2026-04-15

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

HDHome Depot

3.90%overlap weight

JNJJohnson & Johnson

3.80%overlap weight

PMPhilip Morris

3.60%overlap weight

PEPPepsiCo

3.50%overlap weight

PGProcter & Gamble

3.40%overlap weight

CVXChevron

3.20%overlap weight

Interpretation

Should you own both SCHD and HDV?

SCHD and HDV 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.