ETF overlap · Updated August 15, 2026

SCHD vs SPYD: Holdings Overlap

Schwab U.S. Dividend Equity ETF (SCHD) and State Street® SPDR® Portfolio S&P 500® High Dividend ETF (SPYD) share 21 holdings, with roughly 21.4% of their portfolio weight overlapping.

Weight overlap

21.4%

Shared portfolio weight

Shared holdings

21

Securities in both funds

Funds

SCHD · SPYD

Compared side by side

Compare SCHD and SPYD live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

All 21 holdings SCHD and SPYD share

Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.

HoldingIn SCHDIn SPYDWeight gap
ACNACCENTURE CL A2.70%1.51%1.19%SCHD
BXBLACKSTONE2.55%1.34%1.21%SCHD
CMCSACOMCAST CLASS A2.26%1.32%0.94%SCHD
TGTTARGET1.70%1.32%0.38%SCHD
BMYBRISTOL MYERS SQUIBB3.31%1.31%2.00%SCHD
VZVerizon Communications3.84%1.31%2.53%SCHD
PEPPEPSICO3.71%1.26%2.45%SCHD
CVXChevron3.74%1.21%2.53%SCHD
FFORD MOTOR1.37%1.18%0.19%SCHD
OKEONEOK1.36%1.18%0.18%SCHD
EOGEOG RESOURCES1.80%1.17%0.63%SCHD
MOALTRIA GROUP2.86%1.16%1.70%SCHD
UPSUNITED PARCEL SERVICE CL B1.95%1.10%0.85%SCHD
PAYXPAYCHEX0.97%1.34%0.37%SPYD
KMBKIMBERLY CLARK0.91%1.23%0.32%SPYD
ARESARES MANAGEMENT A0.72%1.43%0.71%SPYD
RFREGIONS FINANCIAL0.67%1.26%0.59%SPYD
TROWT ROWE PRICE GROUP0.61%1.21%0.60%SPYD
GISGENERAL MILLS0.49%1.21%0.72%SPYD
BBYBEST BUY0.40%1.14%0.74%SPYD
SWKSSKYWORKS SOLUTIONS0.27%1.31%1.04%SPYD

1–20 of 21

Sector exposure: SCHD vs SPYD

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn SCHDIn SPYD
Consumer Defensive
19.6%15.0%
Healthcare
21.0%3.9%
Real Estate
0.0%24.5%
Financial Services
10.1%12.7%
Technology
13.2%6.9%
Energy
14.4%4.8%
Consumer Cyclical
7.4%8.8%
Industrials
7.9%3.8%
Communication Services
6.2%5.2%
Utilities
0.1%10.6%
Basic Materials
0.0%3.7%

Weights are of each fund’s classified equity holdings.

All holdings in SCHD and SPYD

SCHD

SPYD


What does ETF overlap mean?

Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.

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Data reflects the latest holdings we have for each fund as of August 15, 2026. Holdings change over time. For information only — not investment advice.