Fund comparison · from official SEC filings
APUE vs SCHB: how much do they overlap?
ActivePassive U.S. Equity ETF and Schwab U.S. Broad Market ETF
vs
APUE and SCHB are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
APUE
SCHB
N
NVDANVIDIA CORP
6.68%
7.01%
A
AAPLAPPLE INC
6.27%
6.26%
M
MSFTMICROSOFT CORP
4.58%
4.57%
A
AMZNAMAZON.COM INC
3.57%
3.61%
G
GOOGLALPHABET INC-CL A
3.09%
3.03%
A
AVGOBROADCOM INC
2.90%
2.89%
G
GOOGALPHABET INC-CL C
2.44%
2.41%
M
METAMETA PLATFORMS INC-CLASS A
1.89%
1.89%
T
TSLATESLA INC
1.68%
1.67%
M
MUMICRON TECHNOLOGY INC
1.52%
1.49%
L
LLYELI LILLY & CO
1.29%
1.20%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.80%
1.19%
J
JPMJPMORGAN CHASE & CO
1.16%
1.10%
A
AMDADVANCED MICRO DEVICES
1.16%
1.15%
E
EXMOCEXXON MOBIL CORP
0.88%
0.83%
J
JNJJOHNSON & JOHNSON
0.84%
0.74%
V
VVISA INC-CLASS A SHARES
0.72%
0.75%
W
WMTWALMART INC
0.74%
0.69%
I
INTCINTEL CORP
0.63%
0.74%
C
CSCOCISCO SYSTEMS INC
0.64%
0.65%
C
COSTCOSTCO WHOLESALE CORP
0.54%
0.58%
L
LRCXLAM RESEARCH CORP
0.58%
0.54%
C
CATCATERPILLAR INC
0.54%
0.56%
M
MAMASTERCARD INC - A
0.50%
0.55%
O
ORCLORACLE CORP
0.53%
0.52%
Only in APUE
D
DFASDIMENSIONAL US SMALL CAP ETF
4.38%
?
—Mount Vernon Liquid Assets Portfolio, LLC
2.40%
F
FGXXXFIRST AM GOVT OBLIG-X
0.58%
A
AERAERCAP HOLDINGS NV
0.39%
H
HONHONEYWELL INTERNATIONAL INC
0.20%
F
FOXFOX CORP - CLASS B
0.04%
W
WCNWASTE CONNECTIONS INC
0.04%
V
VVVANGUARD LARGE-CAP ETF
0.01%
H
HEI.AHEICO CORP-CLASS A
0.01%
S
SUNBSUNBELT RENTALS HOLDINGS INC
0.00%
Only in SCHB
?
—HONEYWELL INTERNATIONAL INC
0.21%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.20%
N
NXPINXP SEMICONDUCTORS NV
0.11%
F
FIXCOMFORT SYSTEMS USA INC
0.09%
F
FLEXFLEX LTD
0.08%
A
AZOAUTOZONE INC
0.07%
A
ALABASTERA LABS INC
0.06%
J
JBLJABIL INC
0.05%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.05%
E
EMEEMCOR GROUP INC
0.05%
N
NTRANATERA INC
0.04%
R
RVMDREVOLUTION MEDICINES INC
0.04%
F
FICOFAIR ISAAC CORP
0.04%
D
DTEDTE ENERGY COMPANY
0.04%
T
TPRTAPESTRY INC
0.04%
T
TWLOTWILIO INC - A
0.04%
N
NRGNRG ENERGY INC
0.04%
C
CASYCASEY'S GENERAL STORES INC
0.04%
A
ASTSAST SPACEMOBILE INC
0.04%
A
AMRZAMRIZE LTD
0.04%
A
ATOATMOS ENERGY CORP
0.04%
F
FTITECHNIPFMC PLC
0.04%
C
CWCURTISS-WRIGHT CORP
0.04%
N
NVTNVENT ELECTRIC PLC
0.04%
F
FTAIFTAI AVIATION LTD
0.04%
Hold APUE and SCHB together? See your combined true holdings, overlap, and blended fees — free, no signup.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.