SCHV vs DFAT overlap
SCHV and DFAT overlap 3.7% by weight, across 117 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SCHV: May 31, 2026, DFAT: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SCHV | DFAT | Overlap |
|---|---|---|---|
| Akamai TechnologAKAM | 0.07% | 0.28% | 0.07% |
| Alcoa Corp.AA | 0.07% | 0.13% | 0.07% |
| TD Synnex Corp.SNX | 0.06% | 0.33% | 0.06% |
| Viatris Inc.VTRS | 0.06% | 0.35% | 0.06% |
| CF Industries HOCF | 0.06% | 0.47% | 0.06% |
| Wesco IntlWCC | 0.06% | 0.53% | 0.06% |
| East West BncrpEWBC | 0.05% | 0.14% | 0.05% |
| Leidos HoldingsLDOS | 0.05% | 0.11% | 0.05% |
| Textron Inc.TXT | 0.05% | 0.17% | 0.05% |
| IDEX Corp.IEX | 0.05% | 0.10% | 0.05% |
| Ovintiv Inc.OVV | 0.05% | 0.79% | 0.05% |
| Tenet HealthcareTHC | 0.05% | 0.14% | 0.05% |
| Borgwarner Inc.BWA | 0.05% | 0.62% | 0.05% |
| Ball Corp.BALL | 0.05% | 0.69% | 0.05% |
| JAZZ PharmaceutiJAZZ | 0.05% | 0.22% | 0.05% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SCHV, SEC Form N-PORT, May 31, 2026; DFAT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHV | DFAT |
|---|---|---|
| Financial Engines Advisors L.L.C. | $1.6B | $21.2M |
| SEI Investments Co | $1.6B | $2.0M |
| Creative Planning | $63.9M | $930.0M |
| Focus Partners Wealth | $21.2M | $873.2M |
| Forum Financial Management, LP | $320K | $725.8M |
| Savant Capital, LLC | $208.7M | $375.0M |
| Envestnet Asset Management Inc. | $451.2M | $57.7M |
| Focus Partners Advisor Solutions, LLC | $56.6M | $393.7M |
| Pure Financial Advisors, LLC | $2.7M | $399.3M |
| Mariner, LLC | $318.3M | $55.0M |
| Mather Group, LLC. | $351.5M | $9.6M |
| Avantax Planning Partners, Inc. | $355.5M | $243K |
| EP Wealth Advisors, LLC | $19.9M | $332.2M |
| Osaic Holdings, Inc. | $310.3M | $14.3M |
| HighTower Advisors, LLC | $91.4M | $124.8M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SCHV institutional holders, DFAT institutional holders.
Frequently asked questions
How much do SCHV and DFAT overlap?
3.7% by weight, with 117 holdings in common, using holdings for SCHV as of May 31, 2026 and DFAT as of July 31, 2026. The largest shared position is AKAM.
Do institutions hold both SCHV and DFAT?
350 Form 13F filers report positions in both, out of 1,498 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.