etf overlap tool · little overlap
SCHD vs IJH overlap
3.6% of SCHD and IJH is the same money, spread over 18 companies both funds hold.
Holdings as of October 13, 2026 · source: Schwab (SCHD), iShares (IJH) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
What only one of them gives you
Where each fund puts its money
SCHD and IJH: what people ask
How much do SCHD and IJH overlap?
3.6% by weight, as of October 13, 2026: little overlap. 18 companies appear in both funds; they make up 3.6% of SCHD and 4.2% of IJH.
Which stocks do SCHD and IJH both hold?
The largest shared positions are DINO, EWBC, WSO, AFG and FNF. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both SCHD and IJH?
Out of every $100 split evenly between them, about $4 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 82 names only in SCHD, 382 only in IJH. Half in each behaves like 120 equally weighted stocks, against 34 for SCHD alone and 302 for IJH alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files Schwab and iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.