ETF comparison

SCHD vs KXI overlap

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

Tracked overlap14.80%

4 shared holdings

SCHD expense0.06%

Charles Schwab

KXI expense0.00%

Unknown

Data date2026-04-15

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

COSTCostco

4.30%overlap weight

PMPhilip Morris

3.60%overlap weight

PEPPepsiCo

3.50%overlap weight

PGProcter & Gamble

3.40%overlap weight

Interpretation

Should you own both SCHD and KXI?

SCHD and KXI 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.