IHI vs SCHD: Holdings Overlap
IHIiShares U.S. Medical Devices ETF
iShares · 47 holdings · $3.4B · 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 (IHI: 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 IHI and SCHD?
iShares U.S. Medical Devices ETF (IHI, by iShares) holds 47 positions; Schwab U.S. Dividend Equity ETF (SCHD, by Schwab) holds 99. They have 1 holdings in common, and by portfolio weight the two funds are 3.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 3.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1IHI holds 47 · SCHD holds 99
- Weight in Shared Holdings
- IHI 17%·SCHD 3%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 IHI
46 of 47 positions (82.9% of the fund) are not held by SCHD. Showing the top 30 by weight.
Sector Breakdown
| Sector | IHI | SCHD |
|---|---|---|
| Health Care | 99.8% | 18.3% |
| Consumer Staples | 0.0% | 18.4% |
| Information Technology | 0.0% | 15.8% |
| Energy | 0.0% | 14.6% |
| Industrials | 0.0% | 10.8% |
| Other Sectors | 0.0% | 21.8% |
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.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IHI | +4.1% | -12.3% | -9.9% | +0.5% | -2.6% | +8.9% | 0.45% |
| 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 IHI vs SCHD →
Shared Holdings(1)
 ABTAbbott Laboratories COM | 16.98% | 2.96% | 2.96% |
|---|
Frequently Asked Questions
How much do IHI and SCHD overlap?
IHI and SCHD overlap by 3.0% of portfolio weight. They share 1 holdings (IHI holds 47 positions and SCHD holds 99), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IHI and SCHD?
The two portfolios are 3.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IHI and SCHD?
The largest positions held by both funds are ABT. Together the top 1 shared positions account for 100% of the total overlap.
What does IHI own that SCHD doesn't?
46 positions (82.9% of IHI) are unique to IHI, led by ISRG, SYK and MDT. In the other direction, 98 positions (96.8% of SCHD) are unique to SCHD.