SCHD vs VWO Overlap

SCHD is a dividend-focused equity ETF from Schwab, while VWO is an emerging-markets equity ETF from Vanguard. SCHD and VWO show limited overlap, with an estimated weighted overlap of 0.23%. They share 2 holdings in the loaded dataset, led by KMB and PEP.

0.2% overlap
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2Shared Holdings
OK
Low Overlap

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Quick Answer

SCHD is a dividend-focused equity ETF from Schwab, while VWO is an emerging-markets equity ETF from Vanguard. SCHD and VWO show limited overlap, with an estimated weighted overlap of 0.23%. They share 2 holdings in the loaded dataset, led by KMB and PEP.

  • 0.23% weighted overlap across 2 shared holdings.
  • The top three shared holdings explain 98.7% of the measured overlap.
  • SCHD and VWO are closer in breadth than a broad-vs-niche ETF pair.
  • The overlap is mostly explained by the top shared positions rather than sector labels alone.
  • Holding both can still add materially different exposure.

Data Freshness

SCHD holdings
Mar 12, 2026
VWO holdings
Mar 12, 2026
Overlap computed
Mar 13, 2026
Data source
Financial Modeling Prep

Review the methodology for the overlap formula and refresh policy.

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About These ETFs

ETF A

SCHD

Schwab U.S. Dividend Equity ETF

Issuer
Schwab
Asset class
Equity
Expense ratio
0.06%
AUM
$84B
Inception
Oct 20, 2011

ETF B

VWO

Vanguard FTSE Emerging Markets ETF

Issuer
Vanguard
Asset class
Emerging Markets Equity
Expense ratio
0.06%
AUM
$152B
Inception
Mar 4, 2005

What Stands Out In This Comparison

01

What This Means

SCHD is a dividend-focused equity ETF from Schwab, while VWO is an emerging-markets equity ETF from Vanguard. SCHD and VWO do not own much of the same portfolio weight. That usually means you are combining different parts of the market, with only a small amount of duplication through names like KMB and PEP.

02

How They Differ

SCHD is a dividend-focused equity ETF from Schwab, while VWO is an emerging-markets equity ETF from Vanguard. Neither fund clearly dominates on breadth, so the practical difference is more about weighting, index construction, and cost. SCHD and VWO are priced very similarly on expense ratio.

03

What Drives The Overlap

The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 98.7% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.

04

When One May Fit Better

Because SCHD and VWO are closer in breadth, the better fit usually comes down to index methodology, issuer preference, and cost. SCHD and VWO are priced very similarly on expense ratio.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 98.7% of the full overlap score.

That helps show whether the score comes from a handful of giant shared positions or from a broader mix of common holdings.

Shared Sector Tilt

Sector tags are not consistently available for the biggest shared positions in this dataset, so this comparison leans more on the specific holdings than on sector labels.

Top Shared Holdings

These are the holdings contributing the most to the overlap score between SCHD and VWO.

HoldingSCHD Wt.VWO Wt.Overlap
KMB1.25%0.21%0.21%
PEP3.92%0.01%0.01%

Why These ETFs Overlap

SCHD is a dividend-focused equity ETF from Schwab, while VWO is an emerging-markets equity ETF from Vanguard. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are KMB and PEP, which appear in both portfolios and push the overlap score higher.

Holding both SCHD and VWO can make sense if you want exposure to different sleeves of the market. The overlap is small enough that both funds may still improve diversification.

Related Comparisons

Frequently Asked Questions About SCHD and VWO

What is the overlap between SCHD and VWO?+
SCHD and VWO currently show an estimated weighted overlap of 0.23% based on the loaded holdings data.
How many holdings do SCHD and VWO share?+
They share 2 holdings in the current dataset.
Is the SCHD and VWO overlap high?+
The current verdict is Low Overlap. That means the two ETFs have limited duplication in portfolio weight.
Why do SCHD and VWO overlap?+
SCHD and VWO overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 98.7% of the measured overlap score.
Which ETF is broader, SCHD or VWO?+
SCHD and VWO look closer in breadth than a broad-vs-niche pair, so the main difference is more about strategy and weighting than simple market coverage.

How Overlap Is Calculated

A straightforward approach used by portfolio analysts.

Overlap = sum(min(Weight_A, Weight_B)) for each shared holding

For every stock that appears in both ETFs, we take the smaller of the two weights. Adding up all those minimums gives the total overlap percentage. A score of 100% means the two ETFs hold the exact same stocks in the same proportions.

Want the full explanation? Read the methodology page.

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