⚔️ Head-to-Head Overlap Analysis
SCHD vs VYM Overlap & Concentration Screener
Comparing Schwab U.S. Dividend Equity ETF and Vanguard High Dividend Yield ETF. Uncover shared underlying stock holdings, sector concentration, and whether holding these funds creates redundant portfolio drag.
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Add ETFs and set your target weights. Real-time look-through calculates your true single-stock and sector exposure.
Allocation Total: 100%
Executive Summary (Equal Allocation)
Analyzing Portfolio Allocation...
Calculating --%
Analyzing look-through constituent overlap, fee drag, and single-stock concentration...
Top 5 Concentration --%
Top 10 Concentration --%
Unique Holdings --
Blended Fee --%
Largest Shared Holdings
🔄 Pairwise ETF Overlap & Redundancy Analysis
Calculating...High overlap between two funds means you are paying multiple expense ratios for virtually the same underlying companies.
🔍 True Underlying Stock Exposure (Look-Through)
Your real aggregate ownership in single stocks after multiplying your ETF allocations by each fund's holdings.
Concentration Heatmap (Top Holdings)
High (>6%) Moderate (3%–6%) Diversified (<3%)
Detailed Holdings Breakdown
| Stock / Company | Effective Weight | Contributing ETFs |
|---|
📊 Sector Exposures vs Broad Market Benchmark (VTI)
Shows where your ETF combination is heavily overweight (concentrated tilt) or underweight compared to the total US stock market.
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📥 Free Printable PDF Guide One-Page Reference • Instant PDF
Download Ideal Low-Overlap ETF Pairings & Model Portfolios (PDF)
Eliminate redundant holding drag and tech concentration. Get 5 benchmark portfolio allocations with Venn diagrams and constituent overlap scores.
- ✓ Visual Venn diagrams comparing popular pairs (VOO vs VTI, QQQ vs VOO)
- ✓ 5 proven model allocations (Reddit Trio, Bogleheads 3-Fund, Factor Barbell)
- ✓ Exact step-by-step rebalancing guidelines and look-through weight rules
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❓ Common Questions
Frequently Asked Questions: SCHD vs VYM
Answers on overlap redundancy, top holding duplication, and allocation tradeoffs between SCHD and VYM.
How much do SCHD and VYM overlap?
At equal allocations, SCHD and VYM exhibit an overall overlap and redundancy score of 22%. Your selected portfolio displays balanced sector weights and healthy underlying constituent dispersion.
What are the top overlapping stock holdings between SCHD and VYM?
The largest shared stock holdings across SCHD and VYM include AbbVie Inc. (3.3%), The Home Depot Inc. (3.3%), Chevron Corporation (2.9%), Cisco Systems Inc. (2.8%), The Coca-Cola Company (2.8%), PepsiCo Inc. (2.6%), Verizon Communications Inc. (2.5%), Texas Instruments Incorporated (2.3%).
What is the combined top 5 stock concentration when holding SCHD and VYM?
Holding equal weights in SCHD and VYM results in 15.0% of your total capital concentrated in just 5 individual companies.
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