Fund comparison · from official SEC filings
IYY vs SCHX: how much do they overlap?
iShares Dow Jones U.S. ETF and Schwab U.S. Large-Cap ETF
vs
IYY and SCHX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IYY
SCHX
N
NVDANVIDIA CORP
7.25%
7.50%
A
AAPLAPPLE INC
5.95%
6.70%
M
MSFTMICROSOFT CORP
4.52%
4.89%
A
AMZNAMAZON.COM INC
3.87%
3.87%
G
GOOGLALPHABET INC-CL A
3.35%
3.24%
A
AVGOBROADCOM INC
2.96%
3.10%
G
GOOGALPHABET INC-CL C
2.67%
2.57%
M
METAMETA PLATFORMS INC-CLASS A
2.00%
2.02%
T
TSLATESLA INC
1.60%
1.79%
M
MUMICRON TECHNOLOGY INC
0.87%
1.60%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.30%
1.27%
L
LLYELI LILLY & CO
1.11%
1.28%
J
JPMJPMORGAN CHASE & CO
1.26%
1.18%
A
AMDADVANCED MICRO DEVICES
0.86%
1.23%
E
EXMOCEXXON MOBIL CORP
0.96%
0.89%
W
WMTWALMART INC
0.86%
0.74%
V
VVISA INC-CLASS A SHARES
0.83%
0.80%
J
JNJJOHNSON & JOHNSON
0.83%
0.79%
I
INTCINTEL CORP
0.66%
0.79%
C
CSCOCISCO SYSTEMS INC
0.54%
0.70%
C
COSTCOSTCO WHOLESALE CORP
0.67%
0.62%
C
CATCATERPILLAR INC
0.62%
0.60%
M
MAMASTERCARD INC - A
0.61%
0.59%
N
NFLXNETFLIX INC
0.59%
0.53%
L
LRCXLAM RESEARCH CORP
0.48%
0.58%
Only in IYY
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.64%
S
SNDKSANDISK CORP
0.24%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.20%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.12%
L
LITELUMENTUM HOLDINGS INC
0.10%
A
AUANGLOGOLD ASHANTI PLC
0.06%
S
SUNBSUNBELT RENTALS HOLDINGS INC
0.05%
?
—CARNIVAL CORPORATION
0.05%
C
CTRACOTERRA ENERGY INC
0.04%
A
ATIATI INC
0.03%
M
MKSIMKS INC
0.03%
D
DDDUPONT DE NEMOURS INC
0.03%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
0.03%
N
NXTNEXTPOWER INC-CL A
0.03%
H
HEI.AHEICO CORP-CLASS A
0.02%
M
MLIMUELLER INDUSTRIES INC
0.02%
P
PNFPPINNACLE FINANCIAL PARTNERS
0.02%
V
VIKVIKING HOLDINGS LTD
0.02%
O
ONTOONTO INNOVATION INC
0.02%
R
RKTROCKET COS INC-CLASS A
0.02%
F
FIVEFIVE BELOW
0.02%
S
SOLSSOLSTICE ADV MATERIALS INC
0.02%
N
NYTNEW YORK TIMES CO-A
0.02%
R
RMBSRAMBUS INC
0.02%
I
IONSIONIS PHARMACEUTICALS INC
0.02%
Only in SCHX
?
—HONEYWELL INTERNATIONAL INC
0.22%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.14%
B
BEBLOOM ENERGY CORP- A
0.11%
C
CCLCARNIVAL CORP LTD
0.05%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.03%
K
KTOSKRATOS DEFENSE & SECURITY
0.02%
C
CBRSCEREBRAS SYSTEMS INC - A
0.01%
?
—Chicago Mercantile Exchange
0.01%
S
SAROSTANDARDAERO INC
0.01%
T
TEMTEMPUS AI INC-CL A
0.01%
F
FRVOFERVO ENERGY CO-A
0.00%
Hold IYY and SCHX 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.