SCHX vs VYM: Holdings Overlap
Schwab · 748 holdings · $74.3B · 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 (SCHX: 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 SCHX and VYM?
Schwab U.S. Large-Cap ETF (SCHX, by Schwab) holds 748 positions; Vanguard High Dividend Yield Index Fund (VYM, by Vanguard) holds 608. They have 322 holdings in common, and by portfolio weight the two funds are 33.9% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 33.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 322SCHX holds 748 · VYM holds 608
- Weight in Shared Holdings
- SCHX 34%·VYM 95%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 SCHX
426 of 748 positions (66.0% of the fund) are not held by VYM. Showing the top 30 by weight.
Only in VYM
286 of 608 positions (5.0% of the fund) are not held by SCHX. Showing the top 30 by weight.
Sector Breakdown
| Sector | SCHX | VYM |
|---|---|---|
| Information Technology | 37.4% | 16.7% |
| Financials | 11.4% | 20.6% |
| Industrials | 9.1% | 12.7% |
| Health Care | 8.4% | 12.1% |
| Communication Services | 10.3% | 3.5% |
| Other Sectors | 23.3% | 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 |
|---|---|---|---|---|---|---|---|
| SCHX | +3.5% | +14.0% | +23.2% | +21.2% | +12.8% | +15.3% | 0.99% |
| 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 SCHX vs VYM →
Shared Holdings(322)
The top 10 shared positions account for 28% of the overlap, led by AVGO, JPM and XOM.
 AVGOBroadcom Inc COM | 3.10% | 8.03% | 3.10% |
|---|---|---|---|
 JPMJPMorgan Chase & Co. COM | 1.18% | 3.34% | 1.18% |
 XOMExxon Mobil Corp. COM | 0.89% | 2.72% | 0.89% |
 JNJJohnson & Johnson COM | 0.79% | 2.30% | 0.79% |
 CSCOCisco Systems, Inc. COM | 0.70% | 1.52% | 0.70% |
 CATCaterpillar Inc COM | 0.60% | 1.72% | 0.60% |
 ABBVAbbVie Inc. COM | 0.56% | 1.56% | 0.56% |
 ORCLOracle Corp. COM | 0.56% | 1.13% | 0.56% |
 UNHUnitedHealth Group Inc. COM | 0.50% | 1.40% | 0.50% |
 BACBank of America Corp. COM | 0.50% | 1.44% | 0.50% |
 CVXChevron Corp. COM | 0.50% | 1.51% | 0.50% |
 PGThe Procter & Gamble Co. COM | 0.49% | 1.44% | 0.49% |
 HDHome Depot, Inc. (The) | 0.46% | 1.36% | 0.46% |
 GSGoldman Sachs Group, Inc. (The) | 0.45% | 1.07% | 0.45% |
 KOCoca-Cola Co (The) COM | 0.45% | 1.28% | 0.45% |
 MRKMerck & Co., Inc COM | 0.43% | 1.13% | 0.43% |
 IBMInternational Business Machines Corp. COM | 0.41% | 0.89% | 0.41% |
 TXNTexas Instruments Inc. COM | 0.41% | 1.06% | 0.41% |
 PMPhilip Morris International Inc. COM | 0.40% | 1.07% | 0.40% |
 QCOMQUALCOMM Inc. COM | 0.39% | 0.80% | 0.39% |
 MSMorgan Stanley COM NEW | 0.37% | 0.90% | 0.37% |
 RTXRTX Corp. COM | 0.35% | 0.98% | 0.35% |
 WFCWells Fargo & Co. COM | 0.35% | 1.06% | 0.35% |
 LINLinde PLC COM EUR0.001 | 0.34% | 0.98% | 0.34% |
 CCitigroup Inc. COM NEW | 0.32% | 0.88% | 0.32% |
Showing the top 250 of 322 shared holdings by overlap weight.
Frequently Asked Questions
How much do SCHX and VYM overlap?
SCHX and VYM overlap by 33.9% of portfolio weight. They share 322 holdings (SCHX holds 748 positions and VYM holds 608), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHX and VYM?
The two portfolios are 33.9% 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 SCHX and VYM?
The largest positions held by both funds are AVGO, JPM, XOM, JNJ and CSCO. Together the top 10 shared positions account for 28% of the total overlap.
What does SCHX own that VYM doesn't?
426 positions (66.0% of SCHX) are unique to SCHX, led by NVDA, AAPL and MSFT. In the other direction, 286 positions (5.0% of VYM) are unique to VYM.