SCHB vs VBIAX: 5% overlap

Schwab U.S. Broad Market ETF and Vanguard Balanced Index Admiral share 5.1% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 2 months apart — VBIAX as of 2026-03-31, the rest through 2026-05-31. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.9Effective Funds

You would hold two tickers and get the diversification of 1.9. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
5.1%
SCHB expense ratio
0.03%
VBIAX expense ratio
0.07%

Top shared holdings

SCHB and VBIAX hold 278 of the same securities. The ten contributing most to the overlap figure:

Holdingin SCHBin VBIAXΔ
LLY1.2%0.7%0.5%
IBM0.4%0.2%0.2%
MCD0.3%0.2%0.1%
CASH0.2%1.8%1.6%
T0.2%0.2%0.0%
TMO0.3%0.2%0.1%
DIS0.2%0.2%0.1%
APH0.2%0.1%0.1%
4385161060.2%0.1%0.1%
QCOM0.4%0.1%0.2%

Where SCHB and VBIAX differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorSCHBVBIAXΔ
Unclassified3.5%55.1%51.6pp
Information Technology35.8%1.0%+34.9pp
Treasuries0.0%19.1%19.1pp
Communication Services9.6%0.5%+9.1pp
Consumer Discretionary9.3%0.5%+8.8pp
MBS Pass-Through0.0%8.1%8.1pp
Industrials8.8%0.7%+8.1pp
Financials11.1%3.6%+7.5pp

Δ is SCHB minus VBIAX, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in SCHB
2,128 positions

92.0% of SCHB by weight, held in no part of VBIAX.

Only in VBIAX
4,840 positions

94.2% of VBIAX by weight, held in no part of SCHB.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

SCHBVBIAX
Top 10 holdings34.9%45.2%
Positions held2,4075,119
Cost per $10,000 held, per year$3$7

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do SCHB and VBIAX overlap?

SCHB and VBIAX overlap 5.1% by portfolio weight — largely distinct portfolios. They share 278 holdings. The figure comes from current issuer holdings files (SCHB as of 2026-05-31, VBIAX as of 2026-03-31).

How is the overlap between SCHB and VBIAX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If SCHB holds a stock at 6% and VBIAX holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both SCHB and VBIAX?

That depends on your goals — we state facts, not advice. At 5.1% overlap, each fund still contributes meaningfully distinct exposure.

What does SCHB own that VBIAX doesn't?

SCHB holds 2,407 positions and VBIAX holds 5,119; 2,128 of SCHB's positions don't appear in VBIAX at all, and they are 92.0% of SCHB by weight.

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Related comparisons

Sources: issuer holdings files, SCHB as of 2026-05-31, VBIAX as of 2026-03-31. Weights are fractions of each fund. Diagnostics, not advice.