ETF comparison

SCHD vs TOPT overlap

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

Tracked overlap13.01%

5 shared holdings

SCHD expense0.06%

Charles Schwab

TOPT expense0.00%

Unknown

Data date2026-04-15

2026-05-01

Shared top holdings

Overlap uses the smaller fund weight for each shared holding.

AVGOBroadcom

4.10%overlap weight

VVisa

2.62%overlap weight

JNJJohnson & Johnson

2.55%overlap weight

COSTCostco

2.06%overlap weight

ABBVAbbVie

1.68%overlap weight

Interpretation

Should you own both SCHD and TOPT?

SCHD and TOPT share 5 tracked holdings with 13.01% 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.