Do SCHD and SCHG hold the same companies?

At least 1% of SCHG is companies SCHD already holds, led by UnitedHealth. We read 99% of SCHG's money in its SEC filing: the real share is at least this.

What does SCHG add to SCHD?

Measured on $10,000 with $2,000 of SCHG added: more weight in NVIDIA, Apple, Alphabet, less in Qualcomm, Texas Instruments, Coca-Cola. Real bets go from 1.0 to 1.4.

What did holding SCHG as well do in COVID, 2020?

$10,000 in SCHD fell −32.8% (−$3,277); with $2,000 of SCHG added, the $12,000 fell −32.7% (−$3,925), measured on the same days.

← Folionomiq

SEC filings of the funds · daily prices since Oct 2011 · method →

SCHD and SCHG together: how much of SCHG you already own

1% of SCHG is companies SCHD already holds.

Measured on $10,000 in SCHD, adding $2,000 of SCHG.

Check it with what you hold

Measured on 2026-09-25

The same companies

The largest ones both hold: UnitedHealth.

At least 1%: we read 99% of SCHG's money in its SEC filing, and 98% of SCHD's.

What grows in your portfolio, and what shrinks

Grows

NVIDIA 0.0% → 1.8%
Apple 0.0% → 1.6%
Alphabet 0.0% → 1.4%
Microsoft 0.0% → 1.2%
Amazon 0.0% → 0.9%

Shrinks

Qualcomm 6.7% → 5.6%
Texas Instruments 5.9% → 4.9%
Coca-Cola 4.0% → 3.3%

The companies' share of all your money, before and after adding $2,000 of SCHG, seen through the funds.

Real bets

Before: 1.0. After: 1.4. SCHG moves differently enough from what you hold to add a bet of its own.

The crises, in money

Crisis	$10,000 in SCHD as it is	With $2,000 of SCHG ($12,000)
2022, rising rates	−16.8% (−$1,684)	−19.1% (−$2,298)
COVID, 2020	−32.8% (−$3,277)	−32.7% (−$3,925)
Late 2018	−17.1% (−$1,708)	−17.7% (−$2,127)
February 2018	−12.4% (−$1,237)	−11.6% (−$1,395)
China, August 2015	−10.5% (−$1,049)	−10.4% (−$1,254)

Peak to trough inside each crisis, on the same days for both columns. Only crises the whole history covers are shown: the shared record starts Oct 2011, when the youngest fund began. With more money in, the loss in dollars can grow even when the percentage falls.

How much you add changes it

You add	Real bets	SCHD's share of the risk	Fall in COVID, 2020
$1,000 (10%)	1.5	91%	−32.7%
$2,500 (25%)	1.3	79%	−32.7%
$5,000 (50%)	1.2	63%	−32.6%

Each row measured on its own, on the same record as the rest of this page.

Questions people ask

Do SCHD and SCHG hold the same companies?: At least 1% of SCHG is companies SCHD already holds, led by UnitedHealth. We read 99% of SCHG's money in its SEC filing: the real share is at least this.
What does SCHG add to SCHD?: Measured on $10,000 with $2,000 of SCHG added: more weight in NVIDIA, Apple, Alphabet, less in Qualcomm, Texas Instruments, Coca-Cola. Real bets go from 1.0 to 1.4.
What did holding SCHG as well do in COVID, 2020?: $10,000 in SCHD fell −32.8% (−$3,277); with $2,000 of SCHG added, the $12,000 fell −32.7% (−$3,925), measured on the same days.

What this does not say

Every figure is measured on past prices. It is not a forecast of returns or losses.
The overlap is measured through the holdings the funds file, and is a floor: the real figure is at least this.
Whether to add SCHG depends on things not measured here: costs at your broker, taxes, and the rest of your money. This page does not say whether to buy anything, and it is not advice.

Check it with what you hold

Your own amounts, your own funds: the same measurement, and nothing saved on our side.

Check it with what you hold

Other funds people add

VOO and SCHD together: how much of SCHD you already own VOO and QQQ together: how much of QQQ you already own VOO and VXUS together: how much of VXUS you already own VOO and SCHG together: how much of SCHG you already own VOO and VUG together: how much of VUG you already own VOO and AVUV together: how much of AVUV you already own All of them →Retiring on it? Withdrawals replayed since 1990 →

Measured 2011-10-20 to 2026-09-25 in USD, from Yahoo Finance prices and the funds' own filings. Descriptive: this page reports what these funds have done and what they hold. It does not forecast returns or losses, it does not say what to buy, and it is not advice. How every figure is measured. Terms and privacy: /terms. If a figure looks wrong: [email protected].