VYM vs SCHD overlap
VYM and SCHD overlap 21.4% by weight, across 80 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VYM: July 31, 2026, SCHD: May 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 | VYM | SCHD | Overlap |
|---|---|---|---|
| Unitedhealth GRPUNH | 1.52% | 5.09% | 1.52% |
| Chevron Corp.CVX | 1.48% | 3.83% | 1.48% |
| Coca-Cola Co/theKO | 1.38% | 3.96% | 1.38% |
| Procter & GamblePG | 1.37% | 3.55% | 1.37% |
| Home Depot Inc.HD | 1.34% | 3.36% | 1.34% |
| Merck & CoMRK | 1.31% | 3.86% | 1.31% |
| Texas InstrumentTXN | 1.02% | 5.90% | 1.02% |
| Verizon CommunicVZ | 0.80% | 3.65% | 0.80% |
| Amgen Inc.AMGN | 0.78% | 3.47% | 0.78% |
| Pepsico Inc.PEP | 0.77% | 3.44% | 0.77% |
| Abbott LabsABT | 0.74% | 2.96% | 0.74% |
| Qualcomm Inc.QCOM | 0.63% | 6.74% | 0.63% |
| ConocophillipsCOP | 0.60% | 3.51% | 0.60% |
| Bristol-MYER SQBBMY | 0.54% | 2.93% | 0.54% |
| Lockheed MartinLMT | 0.48% | 2.70% | 0.48% |
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: VYM, SEC Form N-PORT, July 31, 2026; SCHD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VYM | SCHD |
|---|---|---|
| Bank of America Corp. | $2.0B | $1.1B |
| Morgan Stanley | $1.7B | $884.2M |
| LPL Financial LLC | $1.1B | $1.1B |
| Raymond James Financial Inc. | $1.3B | $572.9M |
| Rakuten Investment Management, Inc. | $268.6M | $1.5B |
| Wells Fargo & Company | $964.1M | $323.1M |
| Cetera Investment Advisers | $446.1M | $808.2M |
| Envestnet Asset Management Inc. | $571.1M | $560.2M |
| UBS Group AG | $580.7M | $452.6M |
| JPMorgan Chase & Co | $875.7M | $124.2M |
| Ameriprise Financial Inc. | $587.2M | $259.7M |
| Cambridge Investment Research Advisors, Inc. | $351.5M | $421.7M |
| Creative Planning | $606.0M | $150.2M |
| Royal Bank of Canada | $398.0M | $349.1M |
| Jones Financial Companies LLLP | $527.8M | $158.3M |
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: VYM institutional holders, SCHD institutional holders.
Frequently asked questions
How much do VYM and SCHD overlap?
21.4% by weight, with 80 holdings in common, using holdings for VYM as of July 31, 2026 and SCHD as of May 31, 2026. The largest shared position is UNH.
Do institutions hold both VYM and SCHD?
1,313 Form 13F filers report positions in both, out of 2,884 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%.