DIVO vs SCHD: Holdings Overlap
DIVOAmplify CWP Enhanced Dividend Income ETF
Amplify · 27 holdings · $7.6B · as of 2026-03-31
SCHDSchwab U.S. Dividend Equity ETF
Schwab · 99 holdings · $105.7B · as of 2026-05-31
Holdings snapshots are 61 days apart (DIVO: 2026-03-31, SCHD: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are DIVO and SCHD?
Amplify CWP Enhanced Dividend Income ETF (DIVO, by Amplify) holds 27 positions; Schwab U.S. Dividend Equity ETF (SCHD, by Schwab) holds 99. They have 6 holdings in common, and by portfolio weight the two funds are 17.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 17.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 6DIVO holds 27 · SCHD holds 99
- Weight in Shared Holdings
- DIVO 19%·SCHD 22%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DIVO
21 of 27 positions (78.5% of the fund) are not held by SCHD.
Sector Breakdown
| Sector | DIVO | SCHD |
|---|---|---|
| Financials | 23.4% | 9.0% |
| Consumer Staples | 6.0% | 18.4% |
| Health Care | 8.9% | 18.3% |
| Information Technology | 14.0% | 15.8% |
| Energy | 7.9% | 14.6% |
| Other Sectors | 33.3% | 23.6% |
| Unclassified | 4.4% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (4% of DIVO, 0% of SCHD).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DIVO | +3.7% | +10.9% | +19.6% | +15.6% | +11.2% | — | 6.22% |
| SCHD | +4.2% | +25.6% | +31.4% | +14.9% | +9.7% | +12.8% | 3.09% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DIVO vs SCHD →
Shared Holdings(6)
The top 6 shared positions account for 100% of the overlap, led by CVX, AMGN and HD.
Frequently Asked Questions
How much do DIVO and SCHD overlap?
DIVO and SCHD overlap by 17.2% of portfolio weight. They share 6 holdings (DIVO holds 27 positions and SCHD holds 99), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DIVO and SCHD?
The two portfolios are 17.2% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of DIVO and SCHD?
The largest positions held by both funds are CVX, AMGN, HD, MRK and KO. Together the top 6 shared positions account for 100% of the total overlap.
What does DIVO own that SCHD doesn't?
21 positions (78.5% of DIVO) are unique to DIVO, led by RTX, GS and MSFT. In the other direction, 93 positions (77.6% of SCHD) are unique to SCHD.