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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

SCHG vs VYM: how they differ

SCHG and VYM hold 9% of their weight in the same names, and VYM returned more over the year.

Schwab U.S. Large-Cap Growth ETF and Vanguard High Dividend Yield Index Fund.

What they hold in common

By the books each fund has filed, SCHG and VYM hold 9% of their money in the same securities at the same weight.

Positions SCHG and VYM both hold, largest shared weight first
HoldingSCHGVYM
Broadcom Inc4.55%8.07%
UnitedHealth Group Inc1.20%1.41%
Walt Disney Co/The0.63%0.77%
Blackrock Inc0.53%0.68%
Progressive Corp/The0.39%0.49%
T-Mobile US Inc0.31%0.39%
Phillips 660.25%0.30%
Baker Hughes a GE Co LLC0.22%0.29%
Apollo Global Management Inc0.21%0.23%
Targa Resources Corp0.19%0.23%
MSCI Inc0.16%0.18%
Humana Inc0.13%0.12%
Largest positions each one holds and the other does not
Only in SCHGOnly in VYM
NVIDIA Corp 11.02%JPMorgan Chase & Co 3.36%
Apple Inc 9.84%Exxon Mobil Corp 2.73%
Microsoft Corp 7.18%Johnson & Johnson 2.31%
Amazon.com Inc 5.68%Caterpillar Inc 1.73%
Alphabet Inc 4.76%AbbVie Inc 1.57%
Tesla Inc 3.92%Cisco Systems Inc 1.52%
Alphabet Inc 3.78%Chevron Corp 1.51%
Meta Platforms Inc 3.46%Bank of America Corp 1.45%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and May 31, 2026.

SCHG and VYM on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
SCHG
Schwab U.S. Large-Cap Growth ETF
VYM
Vanguard High Dividend Yield Index Fund
Where it sitsCore index fundCore index fund
IssuerSchwabVanguard
What it isU.S. Large-Cap GrowthUS high dividend
Total return, 1 year+12.7%+17.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−4.8 pts+0.1 pts
Expense ratio0.04%0.04%
Already in the S&P 50095.4%92.2%
Holdings193608

SCHG in plain words

SCHG is an index equity fund tracking the U.S. Large-Cap Growth. Over the year to Sep 11, 2026 it returned +12.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 193 positions, with the top ten at 57.2%.

VYM in plain words

VYM is an index equity fund tracking the US high dividend. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Apr 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 608 positions, with the top ten at 25.7%.

Questions people ask

Which returned more over the last year, SCHG or VYM?
In the year to Sep 12, 2026, with distributions reinvested, SCHG returned +12.7% and VYM returned +17.6%, so VYM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SCHG or VYM?
SCHG charges 0.04% a year and VYM charges 0.04%, so SCHG is cheaper. Fees come from each fund's prospectus.
How much do SCHG and VYM overlap with the S&P 500?
By their latest filed holdings, 95% of SCHG and 92% of VYM by weight is stocks the S&P 500 already holds. Between the two funds, 9% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SCHG against VYM, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SCHG against VYM, data as of Sep 12, 2026. https://etfiq.com/compare/any/SCHG-VYM Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources