SCHB vs VOO Overlap

Comparing Schwab U.S. Broad Market ETF and Vanguard S&P 500 ETF

Holdings Overlap
72.88%
High Overlap
Shared Holdings
404 of 462
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

SCHB
VOO
72.9%
SCHB Only
Overlap
VOO Only

Price Performance

Historical price comparison over 3M

SCHB Return
+8.40%
VOO Return
+8.55%
Winner
VOO
+0.15%
Max Drawdown
SCHB: -5.3%
VOO: -5.1%
SCHB Volatility (annualized)11.83%
VOO Volatility (annualized)11.37%

๐Ÿ“ˆ Comparison

Metric
SCHB
VOO
1 Year Return
+25.8%
+26.5%โœ“
3 Year Return
+9.8%
+10.2%
5 Year Return
+15.2%
+15.8%โœ“
Volatility
18.80%
18.20%โœ“
Expense Ratio
0.03%
0.03%
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš ๏ธRisk Metrics

Metric
SCHB
VOO
Volatility
18.80%
18.20%โœ“
Sharpe Ratio
0.78
0.82
Sortino Ratio
1.05
1.15โœ“
Max Drawdown
-34.20%
-33.80%โœ“
Beta
1.01
1.00

Interpretation:

  • ๐Ÿ“Š Lower volatility = smoother ride
  • โšก Higher Sharpe/Sortino = better risk-adjusted returns
  • โš ๏ธ Smaller max drawdown = less worst-case pain
  • ๐Ÿ“ˆ Beta > 1 = more volatile than S&P 500

โš”๏ธ Comparison

5 - 5

Key Factors

๐Ÿ’ฐ Expense Ratio
SCHB:0.03%
vs
VOO:0.03%
๐ŸŽฏ Number of Holdings
SCHB:2,500 holdingsโœ“
vs
VOO:503 holdingsโœ“
๐Ÿ“ˆ 5-Year Return
SCHB:+15.2%
vs
VOO:+15.8%
โ–ถAdditional Metrics (5)
โš–๏ธ Concentration Risk
SCHB: 33.2% in top 10โœ“
VOO: 39.6% in top 10
๐Ÿ“Š Assets Under Management
SCHB: $28B
VOO: $380B โœ“โœ“
โšก Sharpe Ratio
SCHB: 0.78
VOO: 0.82
๐Ÿ“‰ Volatility
SCHB: 18.8%
VOO: 18.2%
๐Ÿ” Uniqueness vs SPY
SCHB: 16.3% unique
VOO: 18.4% uniqueโœ“

Bottom line: SCHB and VOO are very similar. Choose based on your broker's commission structure or personal preference.

Detailed Overlap Analysis

404 shared holdings representing 72.9% portfolio overlap

Top Shared Holdings

#StockSCHB WeightVOO WeightOverlap
1
NVDA
NVDA
7.17%7.37%7.17%
2
MSFT
MSFT
6.47%6.24%6.24%
3
AAPL
AAPL
5.00%7.07%5.00%
4
AMZN
AMZN
3.33%3.86%3.33%
5
META
META
2.73%2.40%2.40%
6
AVGO
AVGO
2.27%3.24%2.27%
7
GOOGL
GOOGL
1.87%3.18%1.87%
8
GOOG
GOOG
1.51%2.55%1.51%
9
TSLA
TSLA
1.43%2.06%1.43%
10
BRK-B
BRK-B
1.40%1.61%1.40%

Overlap by Sector

Technology
15 stocks ยท 27.73% overlap
Other
323 stocks ยท 21.34% overlap
Consumer Discretionary
7 stocks ยท 5.59% overlap
Financials
10 stocks ยท 4.31% overlap
Healthcare
12 stocks ยท 3.63% overlap

Showing top 5 sectors by overlap contribution

404
Shared Stocks
72.9%
Total Overlap
5
Sectors Represented

Top Holdings Only in SCHB

Unique to SCHB

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
ORCLORCL0.69%
HDHD0.63%
PLTRPLTR0.61%
PGPG0.58%
QCOMQCOM0.54%

Top Holdings Only in VOO

Unique to VOO

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
BLKBLK0.26%
FICOFICO0.07%
AA0.07%
EQTEQT0.06%
FISVFISV0.06%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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