ETF comparison
SCHD vs OEF overlap
Compare Schwab U.S. Dividend Equity ETF and OEF ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.
Tracked overlap11.73%
10 shared holdings
SCHD expense0.06%
Charles Schwab
OEF expense0.00%
Unknown
Data date2026-04-15
2026-05-01
Shared top holdings
Overlap uses the smaller fund weight for each shared holding.
AVGOBroadcom
VVisa
JNJJohnson & Johnson
COSTCostco
CVXChevron
ABBVAbbVie
Interpretation
Should you own both SCHD and OEF?
SCHD and OEF share 10 tracked holdings with 11.73% 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.