ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (SCHD) and March 31, 2026 (SPYM)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > SCHD vs SPYM Holdings as of May 31, 2026 (SCHD) and March 31, 2026 (SPYM)

SCHD vs SPYM: Portfolio Overlap

Schwab U.S. Dividend Equity ETF vs State Street(R) SPDR(R) Portfolio S&P 500(R) ETF

8.5%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

SCHD
99 equity holdings
as of May 31, 2026
SPYM
503 equity holdings
as of March 31, 2026
46 stocks held in common
Overlap View Venn Diagram
8.5% OVERLAP SCHD SPYM
Overlapping Holdings
10 Top 10 of 46 shared, by overlap contribution
# Stock SCHD SPYM Overlap%
1
CVX
 3.84% 0.69% 0.69%
2
PG
 3.55% 0.60% 0.60%
3
HD
 3.37% 0.59% 0.59%
4
MRK
 3.87% 0.53% 0.53%
5
KO
 3.96% 0.53% 0.53%
6
UNH
 5.10% 0.44% 0.44%
7
PEP
 3.45% 0.38% 0.38%
8
VZ
 3.66% 0.38% 0.38%
9
AMGN
 3.48% 0.34% 0.34%
10
ABT
 2.97% 0.32% 0.32%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in SCHD — Schwab U.S. Dividend Equity ETF
StockWeight
EWBC0.43%
WSO0.32%
FNF0.30%
DINO0.28%
BAH0.24%
Only in SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
StockWeight
NVDA7.58%
AAPL6.67%
MSFT4.92%
AMZN3.64%
GOOGL3.00%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between SCHD and SPYM?

SCHD (Schwab U.S. Dividend Equity ETF) and SPYM (State Street(R) SPDR(R) Portfolio S&P 500(R) ETF) share 8.5% portfolio overlap as of SCHD's May 31, 2026 filing and SPYM's March 31, 2026 filing, across 46 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do SCHD and SPYM invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both SCHD and SPYM?

The most prominent shared holdings (by combined weight) are: CVX, PG, HD. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
ABALX — American Balanced Fund vs SCHD — Schwab U.S. Dividend Equity ETFSCHD — Schwab U.S. Dividend Equity ETF vs VOO — VANGUARD 500 INDEX FUNDIWF — iShares Russell 1000 Growth ETF vs SCHD — Schwab U.S. Dividend Equity ETFITOT — iShares Core S&P Total U.S. Stock Market ETF vs SCHD — Schwab U.S. Dividend Equity ETFFCFMX — Fidelity Series Total Market Index Fund vs SCHD — Schwab U.S. Dividend Equity ETFABALX — American Balanced Fund vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF