Fund comparison · from official SEC filings
SCHK vs SFY: how much do they overlap?
Schwab 1000 Index ETF and Sofi Select 500 ETF
vs
SCHK and SFY are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
SCHK
SFY
N
NVDANVIDIA CORP
7.29%
14.76%
A
AAPLAPPLE INC
6.51%
4.70%
M
MSFTMICROSOFT CORP
4.75%
4.41%
A
AVGOBROADCOM INC
3.01%
4.41%
A
AMZNAMAZON.COM INC
3.76%
3.13%
M
MUMICRON TECHNOLOGY INC
1.55%
3.34%
G
GOOGLALPHABET INC-CL A
3.15%
2.33%
G
GOOGALPHABET INC-CL C
2.50%
2.17%
L
LLYELI LILLY & CO
1.24%
2.25%
M
METAMETA PLATFORMS INC-CLASS A
1.97%
2.07%
T
TSLATESLA INC
1.74%
1.42%
A
AMDADVANCED MICRO DEVICES
1.20%
1.49%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.51%
1.27%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.24%
0.53%
I
INTCINTEL CORP
0.77%
1.16%
J
JPMJPMORGAN CHASE & CO
1.15%
0.72%
W
WMTWALMART INC
0.72%
0.87%
E
EXMOCEXXON MOBIL CORP
0.86%
0.47%
O
ORCLORACLE CORP
0.54%
0.82%
V
VVISA INC-CLASS A SHARES
0.78%
0.58%
J
JNJJOHNSON & JOHNSON
0.77%
0.64%
L
LRCXLAM RESEARCH CORP
0.56%
0.69%
C
CSCOCISCO SYSTEMS INC
0.68%
0.50%
A
ABBVABBVIE INC
0.55%
0.68%
C
COSTCOSTCO WHOLESALE CORP
0.60%
0.42%
Only in SCHK
H
HONHONEYWELL INTERNATIONAL INC
0.21%
F
FLEXFLEX LTD
0.08%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.07%
A
AUANGLOGOLD ASHANTI PLC
0.06%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.05%
H
HEIHEICO CORP
0.05%
R
RVMDREVOLUTION MEDICINES INC
0.04%
S
STRLSTERLING INFRASTRUCTURE INC
0.04%
A
ATIATI INC
0.03%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
0.03%
C
CRSCARPENTER TECHNOLOGY
0.03%
N
NXTNEXTPOWER INC-CL A
0.03%
C
CPNGCOUPANG INC
0.03%
M
MKSIMKS INC
0.03%
A
AFRMAFFIRM HOLDINGS INC
0.03%
F
FFIVF5 INC
0.03%
A
AKAMAKAMAI TECHNOLOGIES INC
0.03%
C
CHRWC.H. ROBINSON WORLDWIDE INC
0.03%
F
FOXAFOX CORP - CLASS A
0.03%
W
WWDWOODWARD INC
0.03%
A
AAALCOA CORP
0.03%
F
FWONKLIBERTY MEDIA CORP-FORMULA-C
0.03%
L
LSCCLATTICE SEMICONDUCTOR CORP
0.03%
C
CDECOEUR MINING INC
0.03%
R
RBARB GLOBAL INC
0.03%
Only in SFY
?
—Mount Vernon Liquid Assets Portfolio, LLC
2.11%
F
FGXXXFIRST AM GOVT OBLIG-X
0.25%
S
SCCOSOUTHERN COPPER CORP
0.23%
H
HONHONEYWELL INTERNATIONAL INC
0.15%
D
DDDUPONT DE NEMOURS INC
0.04%
M
MDLNMEDLINE INC-CL A
0.03%
S
SUNBSUNBELT RENTALS HOLDINGS INC
0.03%
A
AERAERCAP HOLDINGS NV
0.02%
?
—ABIOMED Inc
0.00%
Hold SCHK and SFY together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
SCHK vs SCHBSchwab U.S. Broad Market ETF
96% overlap
SCHK vs FSKAXFidelity Total Market Index Fund
95% overlap
SCHK vs FCFMXFidelity Series Total Market Index Fund
95% overlap
SCHK vs IYYiShares Dow Jones U.S. ETF
94% overlap
SCHK vs SWTSXSchwab Total Stock Market Index Fund
93% overlap
SCHK vs FZROXFidelity ZERO Total Market Index Fund
93% overlap
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.