SCHB vs VYM: Holdings Overlap
SCHBSchwab U.S. Broad Market ETF
Schwab · 2407 holdings · $44.7B · as of 2026-05-31
VYMVanguard High Dividend Yield Index Fund
Vanguard · 608 holdings · $83.4B · as of 2026-04-30
Holdings snapshots are 31 days apart (SCHB: 2026-05-31, VYM: 2026-04-30). 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 SCHB and VYM?
Schwab U.S. Broad Market ETF (SCHB, by Schwab) holds 2407 positions; Vanguard High Dividend Yield Index Fund (VYM, by Vanguard) holds 608. They have 584 holdings in common, and by portfolio weight the two funds are 33.1% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 33.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 584SCHB holds 2407 · VYM holds 608
- Weight in Shared Holdings
- SCHB 33%·VYM 99%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 SCHB
1823 of 2407 positions (66.8% of the fund) are not held by VYM. Showing the top 30 by weight.
Only in VYM
24 of 608 positions (0.7% of the fund) are not held by SCHB.
Sector Breakdown
| Sector | SCHB | VYM |
|---|---|---|
| Information Technology | 36.4% | 16.7% |
| Financials | 11.6% | 20.6% |
| Industrials | 9.6% | 12.7% |
| Health Care | 8.7% | 12.1% |
| Communication Services | 9.8% | 3.5% |
| Other Sectors | 23.6% | 33.8% |
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 |
|---|---|---|---|---|---|---|---|
| SCHB | +3.3% | +14.6% | +24.0% | +20.9% | +12.4% | +14.9% | 1.00% |
| VYM | +3.1% | +16.8% | +26.1% | +18.1% | +12.5% | +11.9% | 2.19% |
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 SCHB vs VYM →
Shared Holdings(584)
The top 10 shared positions account for 27% of the overlap, led by AVGO, JPM and XOM.
 AVGOBroadcom Inc COM | 2.90% | 8.03% | 2.90% |
|---|---|---|---|
 JPMJPMorgan Chase & Co. COM | 1.10% | 3.34% | 1.10% |
 XOMExxon Mobil Corp. COM | 0.83% | 2.72% | 0.83% |
 JNJJohnson & Johnson COM | 0.74% | 2.30% | 0.74% |
 CSCOCisco Systems, Inc. COM | 0.65% | 1.52% | 0.65% |
 CATCaterpillar Inc COM | 0.56% | 1.72% | 0.56% |
 ABBVAbbVie Inc. COM | 0.53% | 1.56% | 0.53% |
 ORCLOracle Corp. COM | 0.52% | 1.13% | 0.52% |
 UNHUnitedHealth Group Inc. COM | 0.47% | 1.40% | 0.47% |
 BACBank of America Corp. COM | 0.47% | 1.44% | 0.47% |
 CVXChevron Corp. COM | 0.47% | 1.51% | 0.47% |
 PGThe Procter & Gamble Co. COM | 0.46% | 1.44% | 0.46% |
 HDHome Depot, Inc. (The) | 0.43% | 1.36% | 0.43% |
 GSGoldman Sachs Group, Inc. (The) | 0.42% | 1.07% | 0.42% |
 KOCoca-Cola Co (The) COM | 0.42% | 1.28% | 0.42% |
 MRKMerck & Co., Inc COM | 0.40% | 1.13% | 0.40% |
 IBMInternational Business Machines Corp. COM | 0.38% | 0.89% | 0.38% |
 TXNTexas Instruments Inc. COM | 0.38% | 1.06% | 0.38% |
 PMPhilip Morris International Inc. COM | 0.38% | 1.07% | 0.38% |
 QCOMQUALCOMM Inc. COM | 0.37% | 0.80% | 0.37% |
 MSMorgan Stanley COM NEW | 0.34% | 0.90% | 0.34% |
 RTXRTX Corp. COM | 0.33% | 0.98% | 0.33% |
 WFCWells Fargo & Co. COM | 0.33% | 1.06% | 0.33% |
 LINLinde PLC COM EUR0.001 | 0.32% | 0.98% | 0.32% |
 CCitigroup Inc. COM NEW | 0.30% | 0.88% | 0.30% |
Showing the top 250 of 584 shared holdings by overlap weight.
Frequently Asked Questions
How much do SCHB and VYM overlap?
SCHB and VYM overlap by 33.1% of portfolio weight. They share 584 holdings (SCHB holds 2407 positions and VYM holds 608), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHB and VYM?
The two portfolios are 33.1% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of SCHB and VYM?
The largest positions held by both funds are AVGO, JPM, XOM, JNJ and CSCO. Together the top 10 shared positions account for 27% of the total overlap.
What does SCHB own that VYM doesn't?
1823 positions (66.8% of SCHB) are unique to SCHB, led by NVDA, AAPL and MSFT. In the other direction, 24 positions (0.7% of VYM) are unique to VYM.