SCHB vs USMF: holdings overlap, shared companies and scores
As of October 9, 2026, SCHB and USMF overlap 32.5% by weight. Schwab U.S. Broad Market ETF (SCHB): U.S. broad market stocks. WisdomTree U.S. Multifactor Fund (USMF): U.S. large-cap multifactor stocks.
Updated October 9, 2026
Where SCHB and USMF trade against their own history
SCHB trades at 24.2 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.
USMF trades at 21.8 times earnings, against its own median of 17.4, and is more expensive than 96% of its own last 9 years.
What moved SCHB and USMF this week
SCHB rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Palantir Technologies (+10.8%); Nvidia (−2.0%) pushed the other way.
USMF rose 0.6% in the week to October 9, 2026. The holdings that moved it most were Alphabet (+2.4%), General Motors (+5.7%) and eBay (+5.4%); Nvidia (−2.0%) pushed the other way.
What do SCHB and USMF each hold?
What's inside SCHB: Tech 43%, Magnificent 7 31%.
35% of SCHB is its ten largest holdings.
What's inside USMF: Tech 38%, Semiconductors 13%.
21% of USMF is its ten largest holdings.
How much do SCHB and USMF overlap? 32.5% by weight
As of October 9, 2026, SCHB and USMF overlap 32.5% by weight.
39% of SCHB is already inside USMF.
100% of USMF is already inside SCHB.
SCHB holds 2,387 companies and USMF holds 200; 200 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 SCHB and USMF? 6.5 and 5.0 out of 10
As of October 9, 2026, ETF Copilot scores SCHB 6.5 out of 10 and USMF 5.0 out of 10.
They differ most on Return: SCHB 7.6 and USMF 2.8.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | SCHB | USMF |
|---|---|---|
| Growth | 7.1 | 6.3 |
| Value | 3.1 | 0.4 |
| Risk | 6.2 | 9.0 |
| Quality | 7.7 | 6.7 |
| Return | 7.6 | 2.8 |
SCHB is the cheaper of the two at 0.03% a year
As of October 9, 2026, SCHB charges 0.03% a year, yields 1.01% and holds $45.1B in assets across 2387 positions.
As of October 9, 2026, USMF charges 0.28% a year, yields 1.24% and holds $269M in assets across 200 positions.
| Measure | SCHB | USMF |
|---|---|---|
| Expense ratio | 0.03% | 0.28% |
| Dividend yield | 1.01% | 1.24% |
| Assets under management | $45.1B | $269M |
| Holdings | 2387 | 200 |
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, “SCHB vs USMF holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/schb-vs-usmf
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