SCHA vs VOT: Holdings Overlap
Schwab · 1705 holdings · $23.3B · as of 2026-05-31
VOTVanguard Mid-cap Growth Index Fund
Vanguard · 130 holdings · $19.9B · as of 2026-03-31
Holdings snapshots are 61 days apart (SCHA: 2026-05-31, VOT: 2026-03-31). 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 SCHA and VOT?
Schwab U.S. Small-Cap ETF (SCHA, by Schwab) holds 1705 positions; Vanguard Mid-cap Growth Index Fund (VOT, by Vanguard) holds 130. They have 4 holdings in common, and by portfolio weight the two funds are 1.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 4SCHA holds 1705 · VOT holds 130
- Weight in Shared Holdings
- SCHA 2%·VOT 1%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 SCHA
1701 of 1705 positions (98.1% of the fund) are not held by VOT. Showing the top 30 by weight.
Only in VOT
126 of 130 positions (98.9% of the fund) are not held by SCHA. Showing the top 30 by weight.
Sector Breakdown
| Sector | SCHA | VOT |
|---|---|---|
| Industrials | 17.7% | 25.1% |
| Information Technology | 22.1% | 22.5% |
| Consumer Discretionary | 9.3% | 15.2% |
| Financials | 15.1% | 8.5% |
| Health Care | 13.4% | 10.5% |
| Other Sectors | 21.4% | 18.1% |
| Unclassified | 0.8% | 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 (1% of SCHA, 0% of VOT).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| SCHA | +1.0% | +22.8% | +36.7% | +17.1% | +7.9% | +10.8% | 1.02% |
| VOT | +1.9% | +10.1% | +7.1% | +14.7% | +5.4% | +11.9% | 0.59% |
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 SCHA vs VOT →
Shared Holdings(4)
The top 4 shared positions account for 100% of the overlap, led by LITE, RKT and SYM.
Frequently Asked Questions
How much do SCHA and VOT overlap?
SCHA and VOT overlap by 1.0% of portfolio weight. They share 4 holdings (SCHA holds 1705 positions and VOT holds 130), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHA and VOT?
The two portfolios are 1.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of SCHA and VOT?
The largest positions held by both funds are LITE, RKT, SYM and VG. Together the top 4 shared positions account for 100% of the total overlap.
What does SCHA own that VOT doesn't?
1701 positions (98.1% of SCHA) are unique to SCHA, led by SNDK, RVMD and STRL. In the other direction, 126 positions (98.9% of VOT) are unique to VOT.