ETF Copilot

DVY vs SCHD: holdings overlap, shared companies and scores

As of October 28, 2026, DVY and SCHD overlap 22.9% by weight. iShares Select Dividend ETF (DVY): U.S. high-dividend stocks Schwab U.S. Dividend Equity ETF (SCHD): High-quality U.S. dividend stocks.

Updated October 28, 2026

Where DVY and SCHD trade against their own history

DVY trades at 15.2 times earnings, against its own median of 14.9, and is more expensive than 56% of its own last 9 years.

SCHD trades at 19.5 times earnings, against its own median of 16.9, and is more expensive than 83% of its own last 9 years.

What moved SCHD this week

SCHD rose 1.2% in the week to October 28, 2026. The holdings that moved it most were Lockheed Martin (+14.2%), Texas Instruments (+8.8%) and BlackStone (+6.8%); Merck (−6.0%) pushed the other way.

What do DVY and SCHD each hold?

What's inside DVY: Tech 3%, AI 0%.

20% of DVY is its ten largest holdings.

What's inside SCHD: Tech 13%, Semiconductors 9%.

42% of SCHD is its ten largest holdings.

How much do DVY and SCHD overlap? 22.9% by weight

As of October 28, 2026, DVY and SCHD overlap 22.9% by weight.

34% of DVY is already inside SCHD.

38% of SCHD is already inside DVY.

DVY holds 101 companies and SCHD holds 98; 29 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score DVY and SCHD? 5.4 and 6.0 out of 10

As of October 28, 2026, ETF Copilot scores DVY 5.4 out of 10 and SCHD 6.0 out of 10.

They differ most on Quality: DVY 2.0 and SCHD 7.0.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

DVY vs SCHD — ETF Copilot factor scores, 0–10
FactorDVYSCHD
Growth4.43.7
Value7.14.1
Risk8.69.1
Quality2.07.0
Return5.36.8

SCHD is the cheaper of the two at 0.06% a year

As of October 28, 2026, DVY charges 0.38% a year, yields 3.35% and holds $23.4B in assets across 101 positions.

As of October 28, 2026, SCHD charges 0.06% a year, yields 3.00% and holds $118.5B in assets across 98 positions.

DVY vs SCHD — cost, income and size
MeasureDVYSCHD
Expense ratio0.38%0.06%
Dividend yield3.35%3.00%
Assets under management$23.4B$118.5B
Holdings10198

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Compare with similar funds

Cite this

ETF Copilot, “DVY vs SCHD holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/dvy-vs-schd

  1. iShares Select Dividend ETF (DVY)
  2. Schwab U.S. Dividend Equity ETF (SCHD)

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