Home > Compare > SCHD vs VWELX Holdings as of May 31, 2026

SCHD vs VWELX: Portfolio Overlap

Schwab U.S. Dividend Equity ETF vs Vanguard Wellington Fund

7.9%

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

VWELX

82 equity holdings
as of May 31, 2026

9 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

9 Sorted by overlap contribution

#	Stock	SCHD	VWELX	Overlap%
1	MRK	3.87%	1.45%	1.45%
2	DVN	1.29%	1.29%	1.29%
3	TXN	5.92%	1.27%	1.27%
4	HD	3.37%	0.96%	0.96%
5	KO	3.96%	0.74%	0.74%
6	UNH	5.10%	0.73%	0.73%
7	FITB	1.13%	0.62%	0.62%
8	DRI	0.59%	0.86%	0.59%
9	ADM	0.97%	0.26%	0.26%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in SCHD — Schwab U.S. Dividend Equity ETF

Stock	Weight
QCOM	6.75%
CVX	3.84%
VZ	3.66%
PG	3.55%
COP	3.52%

Only in VWELX — VANGUARD WELLINGTON FUND

Stock	Weight
NVDA	7.89%
GOOGL	7.36%
AAPL	6.29%
MSFT	5.77%
AMZN	5.30%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between SCHD and VWELX?

SCHD (Schwab U.S. Dividend Equity ETF) and VWELX (Vanguard Wellington Fund) share 7.9% portfolio overlap as of their May 31, 2026 filings, across 9 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 VWELX 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 VWELX?

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

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