ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (SCHD) and April 30, 2026 (VYM)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > SCHD vs VYM Holdings as of May 31, 2026 (SCHD) and April 30, 2026 (VYM)

SCHD vs VYM: Portfolio Overlap

Schwab U.S. Dividend Equity ETF vs Vanguard High Dividend Yield Index Fund

20.9%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

SCHD
99 equity holdings
as of May 31, 2026
VYM
608 equity holdings
as of April 30, 2026
79 stocks held in common
Overlap View Venn Diagram
20.9% OVERLAP SCHD VYM
Overlapping Holdings
10 Top 10 of 79 shared, by overlap contribution
# Stock SCHD VYM Overlap%
1
CVX
 3.84% 1.52% 1.52%
2
PG
 3.55% 1.45% 1.45%
3
UNH
 5.10% 1.41% 1.41%
4
HD
 3.37% 1.37% 1.37%
5
KO
 3.96% 1.28% 1.28%
6
MRK
 3.87% 1.14% 1.14%
7
TXN
 5.92% 1.07% 1.07%
8
PEP
 3.45% 0.91% 0.91%
9
VZ
 3.66% 0.85% 0.85%
10
QCOM
 6.75% 0.80% 0.80%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in SCHD — Schwab U.S. Dividend Equity ETF
StockWeight
Accenture PLC2.90%
ERIE0.14%
FHI0.10%
OFG0.05%
NBHC0.05%
Only in VYM — VANGUARD HIGH DIVIDEND YIELD INDEX FUND
StockWeight
AVGO8.07%
JPM3.36%
XOM2.73%
JNJ2.31%
CAT1.72%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between SCHD and VYM?

SCHD (Schwab U.S. Dividend Equity ETF) and VYM (Vanguard High Dividend Yield Index Fund) share 20.9% portfolio overlap as of SCHD's May 31, 2026 filing and VYM's April 30, 2026 filing, across 79 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 VYM invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

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

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

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