SCHV vs DUHP overlap
SCHV and DUHP overlap 27.8% by weight, across 103 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SCHV: May 31, 2026, DUHP: 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 | DUHP | Overlap |
|---|---|---|---|
| Micron TechMU | 3.54% | 2.47% | 2.47% |
| Caterpillar Inc.CAT | 1.32% | 2.31% | 1.32% |
| LAM ResearchLRCX | 1.29% | 2.14% | 1.29% |
| Oracle Corp.ORCL | 1.24% | 1.47% | 1.24% |
| Abbvie Inc.ABBV | 1.25% | 1.05% | 1.05% |
| Home Depot Inc.HD | 1.02% | 2.04% | 1.02% |
| Coca-Cola Co/theKO | 0.99% | 1.41% | 0.99% |
| Merck & CoMRK | 0.96% | 1.72% | 0.96% |
| Texas InstrumentTXN | 0.90% | 1.24% | 0.90% |
| Qualcomm Inc.QCOM | 0.87% | 1.03% | 0.87% |
| IBMIBM | 0.90% | 0.80% | 0.80% |
| Pepsico Inc.PEP | 0.64% | 1.38% | 0.64% |
| Amphenol Corp.-aAPH | 0.59% | 0.90% | 0.59% |
| Amgen Inc.AMGN | 0.59% | 1.42% | 0.59% |
| TJX COS Inc.TJX | 0.56% | 1.24% | 0.56% |
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; DUHP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCHV | DUHP |
|---|---|---|
| Mercer Global Advisors Inc. | $10.6M | $2.2B |
| Financial Engines Advisors L.L.C. | $1.6B | $9.9M |
| SEI Investments Co | $1.6B | $1.8M |
| Focus Partners Wealth | $21.2M | $895.7M |
| Envestnet Asset Management Inc. | $451.2M | $171.3M |
| Forum Financial Management, LP | $320K | $361.8M |
| Mariner, LLC | $318.3M | $42.7M |
| Pure Financial Advisors, LLC | $2.7M | $344.5M |
| Osaic Holdings, Inc. | $310.3M | $20.3M |
| Savant Capital, LLC | $208.7M | $81.5M |
| Beacon Pointe Advisors, LLC | $136.4M | $83.0M |
| Focus Partners Advisor Solutions, LLC | $56.6M | $160.7M |
| Moneta Group Investment Advisors LLC | $184.2M | $14.0M |
| UBS Group AG | $94.0M | $87.7M |
| HighTower Advisors, LLC | $91.4M | $87.2M |
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, DUHP institutional holders.
Frequently asked questions
How much do SCHV and DUHP overlap?
27.8% by weight, with 103 holdings in common, using holdings for SCHV as of May 31, 2026 and DUHP as of July 31, 2026. The largest shared position is MU.
Do institutions hold both SCHV and DUHP?
257 Form 13F filers report positions in both, out of 1,294 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%.