SCHD vs SGOV

Schwab U.S. Dividend Equity ETF · iShares 0-3 Month Treasury Bond ETF

How much do they overlap?

At least 0%

Of the positions in our data, 0 appear in both, making up this share of each fund by weight.

Measured across the 48 positions our data has for SCHD (94% of the fund) and the 1 for SGOV (7%). The rest of each fund isn't in our data, and it can only add to the overlap.

What they cost

SCHD charges 0,06% a year and SGOV charges 0,07%.

On 10.000 USD invested, that is a difference of 1,00 USD a year.

Side by side

SCHD SGOV
Issuer Schwab ETFs iShares
Launched 2011-10-20 2020-05-26
Positions in our data 48 1
Domicile United States —
Exchange NYSE ARCA NYSE ARCA
Trading currency USD USD
ISIN US8085247976 US46436E7186

Where they diverge — sectors

Sector SCHD SGOV Difference
Healthcare 20,8% 0,0% 20,8
Consumer Defensive 19,8% 0,0% 19,8
Energy 16,2% 0,0% 16,2
Technology 13,2% 0,0% 13,2
Financial Services 9,5% 0,0% 9,5
Industrials 7,5% 0,0% 7,5
Consumer Cyclicals 6,8% 0,0% 6,8
Communication Services 6,2% 0,0% 6,2

How they have tracked each other

Measured on the days both have a price in the last five years: 29. September 2021 to 25. September 2026 (1.253 trading days).

SCHD 55,5%
SGOV 19,3%

Their daily moves correlate at -0,01.

Build a report with both

General information, not investment or tax advice. The fund’s factsheet and key information document are the authority on its figures.