SPYV vs SCHX overlap
SPYV and SCHX overlap 56.1% by weight, across 433 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPYV | SCHX | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 7.32% | 6.69% | 6.69% |
| Amazon.COM Inc.AMZN | 3.78% | 3.86% | 3.78% |
| Tesla Inc.TSLA | 1.55% | 1.79% | 1.55% |
| JPMorgan ChaseJPM | 0.97% | 1.18% | 0.97% |
| Exxon Mobil Corp.XOM | 1.95% | 0.89% | 0.89% |
| VISA Inc.-Class aV | 0.88% | 0.80% | 0.80% |
| Johnson&JohnsonJNJ | 0.86% | 0.79% | 0.79% |
| Intel Corp.INTC | 2.27% | 0.79% | 0.79% |
| Walmart Inc.WMT | 1.71% | 0.74% | 0.74% |
| Cisco SystemsCSCO | 0.75% | 0.70% | 0.70% |
| Costco WholesaleCOST | 1.43% | 0.62% | 0.62% |
| Abbvie Inc.ABBV | 0.83% | 0.56% | 0.56% |
| Unitedhealth GRPUNH | 1.30% | 0.50% | 0.50% |
| Bank of AmericaBAC | 1.28% | 0.50% | 0.50% |
| Chevron Corp.CVX | 1.07% | 0.50% | 0.50% |
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: SPYV, SEC Form N-PORT, June 30, 2026; SCHX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPYV | SCHX |
|---|---|---|
| US Bancorp | $3.3M | $5.1B |
| Financial Engines Advisors L.L.C. | $5.0B | $2.9M |
| LPL Financial LLC | $3.2B | $252.0M |
| Creative Planning | $45.0M | $2.4B |
| Goldman Sachs Group Inc. | $1.4B | $46.5M |
| Bank of America Corp. | $1.1B | $306.9M |
| Northwestern Mutual Wealth Management Co | $113.7M | $1.1B |
| Allworth Financial LP | $1.1B | $27.2M |
| Moneta Group Investment Advisors LLC | $1.2M | $1.1B |
| HBK Sorce Advisory LLC | $245K | $1.1B |
| Betterment LLC | $131.2M | $842.5M |
| SEI Investments Co | $827K | $950.6M |
| Morgan Stanley | $590.4M | $260.4M |
| Cerity Partners LLC | $222.7M | $544.6M |
| UBS Group AG | $370.6M | $293.7M |
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: SPYV institutional holders, SCHX institutional holders.
Frequently asked questions
How much do SPYV and SCHX overlap?
56.1% by weight, with 433 holdings in common, using holdings for SPYV as of June 30, 2026 and SCHX as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both SPYV and SCHX?
641 Form 13F filers report positions in both, out of 2,174 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%.