DIA was created on 1998-01-14 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 38317.09m in AUM and 31 holdings. DIA tracks a price-weighted index of 30 large-cap US stocks", selected by the editors of the Wall Street Journal.
SCHB was created on 2009-11-03 by Schwab. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 32684.2m in AUM and 2406 holdings. SCHB tracks a cap-weighted index of the largest 2",500 stocks in the US.
Key Details
Jan 14, 1998
Nov 03, 2009
Equity
Equity
Large Cap
Total Market
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CARV | 0.88% | $7.97M | -10.34% | 0.00% |
LTM | 0.94% | $11.50B | -96.47% | 2.61% |
ZCMD | -0.94% | $29.04M | -3.36% | 0.00% |
UUU | -1.42% | $7.19M | +93.17% | 0.00% |
LITB | -1.54% | $23.54M | -75.48% | 0.00% |
VHC | 1.56% | $36.37M | +130.03% | 0.00% |
AWK | 1.94% | $27.58B | +9.39% | 2.19% |
SRRK | 2.29% | $3.08B | +243.39% | 0.00% |
MVO | 2.33% | $67.74M | -34.99% | 21.09% |
ASPS | -2.51% | $103.41M | -32.02% | 0.00% |
CREG | 2.54% | $14.41M | -35.06% | 0.00% |
SYPR | 2.57% | $49.41M | +8.59% | 0.00% |
STG | -2.81% | $29.38M | -15.04% | 0.00% |
VRCA | -2.84% | $57.63M | -92.33% | 0.00% |
VSTA | 2.86% | $344.07M | +37.94% | 0.00% |
RLX | 3.02% | $1.96B | +18.13% | 0.46% |
TU | 3.11% | $24.58B | +2.03% | 7.13% |
PHYS | 3.19% | - | - | 0.00% |
ED | 3.27% | $37.46B | +14.41% | 3.24% |
CME | 3.33% | $97.12B | +36.71% | 3.92% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AXP | 85.76% | $201.62B | +28.01% | 1.01% |
BN | 82.56% | $95.24B | +41.12% | 0.72% |
GS | 82.52% | $188.26B | +37.42% | 1.94% |
MET | 82.16% | $51.92B | +12.84% | 2.83% |
JHG | 82.05% | $5.70B | +10.62% | 4.29% |
BNT | 81.81% | $11.59B | +41.15% | 0.00% |
PH | 81.64% | $83.58B | +29.96% | 1.01% |
PFG | 81.63% | $17.02B | -0.99% | 3.88% |
ITT | 81.59% | $11.84B | +18.64% | 0.88% |
TROW | 81.46% | $20.18B | -20.30% | 6.80% |
EQH | 81.43% | $15.68B | +30.07% | 1.90% |
DOV | 81.15% | $24.20B | -0.40% | 1.15% |
MS | 80.54% | $207.74B | +35.59% | 2.83% |
BLK | 80.51% | $150.56B | +26.32% | 2.10% |
PRU | 80.51% | $36.45B | -8.96% | 5.10% |
BX | 79.93% | $165.50B | +12.50% | 2.53% |
CPAY | 79.86% | $22.79B | +29.48% | 0.00% |
IVZ | 79.61% | $6.50B | -0.21% | 5.61% |
TRMB | 79.58% | $16.96B | +29.68% | 0.00% |
MCO | 79.56% | $84.89B | +15.62% | 0.76% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -8.95% | $23.65B | +34.73% | 1.12% |
K | -6.68% | $27.71B | +38.87% | 2.84% |
FMTO | -6.46% | $4.90K | -99.92% | 0.00% |
DFDV | -5.66% | $379.06M | +2,332.08% | 0.00% |
VSA | -4.93% | $8.76M | -16.94% | 0.00% |
DG | -3.94% | $24.58B | -11.22% | 2.12% |
MKTX | -3.71% | $8.45B | +12.50% | 1.33% |
HUSA | -3.62% | $24.55M | +27.24% | 0.00% |
VRCA | -2.84% | $57.63M | -92.33% | 0.00% |
STG | -2.81% | $29.38M | -15.04% | 0.00% |
ASPS | -2.51% | $103.41M | -32.02% | 0.00% |
LITB | -1.54% | $23.54M | -75.48% | 0.00% |
UUU | -1.42% | $7.19M | +93.17% | 0.00% |
ZCMD | -0.94% | $29.04M | -3.36% | 0.00% |
CARV | 0.88% | $7.97M | -10.34% | 0.00% |
LTM | 0.94% | $11.50B | -96.47% | 2.61% |
VHC | 1.56% | $36.37M | +130.03% | 0.00% |
AWK | 1.94% | $27.58B | +9.39% | 2.19% |
SRRK | 2.29% | $3.08B | +243.39% | 0.00% |
MVO | 2.33% | $67.74M | -34.99% | 21.09% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
PRF | 96.74% | $7.83B | 0.33% | |
FNDX | 96.67% | $18.28B | 0.25% | |
DIVO | 96.61% | $4.47B | 0.56% | |
IUS | 96.33% | $627.86M | 0.19% | |
IUSV | 96.07% | $20.47B | 0.04% | |
RWL | 96.05% | $5.65B | 0.39% | |
VIG | 96.00% | $91.30B | 0.05% | |
SPYV | 95.97% | $26.19B | 0.04% | |
IVE | 95.96% | $38.69B | 0.18% | |
QUS | 95.96% | $1.54B | 0.15% | |
DFVX | 95.94% | $444.72M | 0.19% | |
IWD | 95.91% | $61.12B | 0.19% | |
VOOV | 95.82% | $5.42B | 0.1% | |
TDVG | 95.82% | $861.14M | 0.5% | |
VONV | 95.70% | $12.22B | 0.07% | |
DGRO | 95.54% | $31.72B | 0.08% | |
IWX | 95.42% | $2.73B | 0.2% | |
CFA | 95.31% | $524.12M | 0.35% | |
PY | 95.22% | $215.59M | 0.15% | |
VTV | 95.14% | $136.04B | 0.04% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -80.97% | $104.89M | 0.59% | |
VIXY | -73.88% | $181.73M | 0.85% | |
BTAL | -51.82% | $291.96M | 1.43% | |
IVOL | -42.12% | $358.40M | 1.02% | |
XONE | -30.44% | $639.82M | 0.03% | |
FXY | -30.40% | $862.15M | 0.4% | |
FTSD | -29.52% | $228.58M | 0.25% | |
SPTS | -29.11% | $5.78B | 0.03% | |
UTWO | -24.87% | $375.31M | 0.15% | |
VGSH | -24.58% | $22.51B | 0.03% | |
SCHO | -24.10% | $10.95B | 0.03% | |
XHLF | -23.37% | $1.66B | 0.03% | |
BILS | -22.10% | $3.93B | 0.1356% | |
IBTH | -19.88% | $1.58B | 0.07% | |
CLIP | -19.88% | $1.50B | 0.07% | |
IBTI | -19.61% | $1.04B | 0.07% | |
IBTG | -18.83% | $1.95B | 0.07% | |
TBLL | -17.79% | $2.24B | 0.08% | |
IBTJ | -16.41% | $678.03M | 0.07% | |
GBIL | -15.92% | $6.18B | 0.12% |
SeekingAlpha
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
SeekingAlpha
SCHB provides broad US equity exposure at a low 0.03% expense ratio. Learn more about SCHB ETF here and why I recommend it as a Buy.
SeekingAlpha
Q2 2025 Equity Market Outlook
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Schwab U.S. Broad Market offers broad market exposure with low expenses, but lags in liquidity vs. larger peers like SPY and VOO. Learn more on SCHB ETF here.
SeekingAlpha
We consider 3 notable relative equity market underperformers during US growthâs triumphant run and share 4 avenues of analysis we recommend. Click here to read more.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.44% | $104.89M | 0.59% | |
VIXY | -80.69% | $181.73M | 0.85% | |
BTAL | -67.32% | $291.96M | 1.43% | |
IVOL | -45.79% | $358.40M | 1.02% | |
SPTS | -34.77% | $5.78B | 0.03% | |
XONE | -33.56% | $639.82M | 0.03% | |
FXY | -33.32% | $862.15M | 0.4% | |
FTSD | -32.53% | $228.58M | 0.25% | |
UTWO | -29.98% | $375.31M | 0.15% | |
SCHO | -28.58% | $10.95B | 0.03% | |
VGSH | -28.01% | $22.51B | 0.03% | |
IBTI | -23.51% | $1.04B | 0.07% | |
IBTG | -23.44% | $1.95B | 0.07% | |
IBTH | -22.85% | $1.58B | 0.07% | |
XHLF | -22.65% | $1.66B | 0.03% | |
BILS | -21.64% | $3.93B | 0.1356% | |
IBTJ | -20.53% | $678.03M | 0.07% | |
IEI | -18.80% | $15.30B | 0.15% | |
SHYM | -17.67% | $324.56M | 0.35% | |
IBTK | -17.36% | $434.62M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SO | 0.13% | $99.30B | +14.88% | 3.20% |
LITB | 0.15% | $23.54M | -75.48% | 0.00% |
JNJ | -0.39% | $377.99B | +7.94% | 3.21% |
VRCA | 0.47% | $57.63M | -92.33% | 0.00% |
STG | -0.49% | $29.38M | -15.04% | 0.00% |
AGL | 0.50% | $890.00M | -68.84% | 0.00% |
ZCMD | -0.76% | $29.04M | -3.36% | 0.00% |
VSTA | -0.78% | $344.07M | +37.94% | 0.00% |
NEOG | 0.99% | $1.20B | -67.49% | 0.00% |
WTRG | -1.04% | $10.67B | +2.48% | 3.42% |
UUU | -1.14% | $7.19M | +93.17% | 0.00% |
TEF | 1.14% | $29.57B | +20.46% | 5.84% |
AEP | -1.27% | $54.97B | +16.93% | 3.56% |
PPC | 1.29% | $10.94B | +49.72% | 0.00% |
HUSA | 1.35% | $24.55M | +27.24% | 0.00% |
EXC | -1.75% | $43.66B | +21.69% | 3.61% |
DFDV | -1.78% | $379.06M | +2,332.08% | 0.00% |
LTM | -1.93% | $11.50B | -96.47% | 2.61% |
MO | -1.96% | $100.75B | +34.95% | 6.89% |
MSEX | 2.02% | $1.01B | +10.40% | 2.38% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ITOT | 99.89% | $68.64B | 0.03% | |
IWB | 99.86% | $40.44B | 0.15% | |
IWV | 99.86% | $15.44B | 0.2% | |
SCHK | 99.84% | $4.21B | 0.05% | |
DFUS | 99.83% | $14.85B | 0.09% | |
SPTM | 99.83% | $10.26B | 0.03% | |
DFAU | 99.83% | $8.20B | 0.12% | |
VTI | 99.81% | $485.59B | 0.03% | |
BBUS | 99.79% | $4.90B | 0.02% | |
SCHX | 99.79% | $54.97B | 0.03% | |
IYY | 99.78% | $2.42B | 0.2% | |
ESGU | 99.75% | $13.55B | 0.15% | |
VOO | 99.75% | $687.06B | 0.03% | |
SPLG | 99.74% | $70.61B | 0.02% | |
VONE | 99.74% | $6.14B | 0.07% | |
ILCB | 99.73% | $1.02B | 0.03% | |
PBUS | 99.73% | $7.21B | 0.04% | |
IVV | 99.71% | $578.02B | 0.03% | |
GSLC | 99.69% | $13.53B | 0.09% | |
GSUS | 99.65% | $2.55B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.03% | $23.65B | +34.73% | 1.12% |
ED | -14.39% | $37.46B | +14.41% | 3.24% |
AWK | -11.82% | $27.58B | +9.39% | 2.19% |
FMTO | -10.92% | $4.90K | -99.92% | 0.00% |
K | -10.45% | $27.71B | +38.87% | 2.84% |
MKTX | -8.67% | $8.45B | +12.50% | 1.33% |
CME | -6.89% | $97.12B | +36.71% | 3.92% |
DG | -6.12% | $24.58B | -11.22% | 2.12% |
BCE | -5.60% | $21.02B | -30.66% | 12.62% |
ASPS | -4.14% | $103.41M | -32.02% | 0.00% |
AMT | -3.76% | $100.56B | +9.02% | 3.86% |
VSA | -3.68% | $8.76M | -16.94% | 0.00% |
KR | -3.47% | $43.65B | +30.13% | 1.95% |
TU | -3.43% | $24.58B | +2.03% | 7.13% |
DUK | -2.52% | $90.83B | +14.17% | 3.57% |
MO | -1.96% | $100.75B | +34.95% | 6.89% |
LTM | -1.93% | $11.50B | -96.47% | 2.61% |
DFDV | -1.78% | $379.06M | +2,332.08% | 0.00% |
EXC | -1.75% | $43.66B | +21.69% | 3.61% |
AEP | -1.27% | $54.97B | +16.93% | 3.56% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TDTT | -0.55% | $2.59B | 0.18% | |
OWNS | 0.55% | $127.67M | 0.3% | |
YEAR | -0.73% | $1.44B | 0.25% | |
TOTL | 0.80% | $3.74B | 0.55% | |
CTA | -1.07% | $1.09B | 0.76% | |
IBMS | 1.14% | $80.26M | 0.18% | |
BUXX | -1.20% | $309.41M | 0.25% | |
SHM | -1.23% | $3.39B | 0.2% | |
STIP | 1.33% | $12.60B | 0.03% | |
JBND | 1.34% | $2.17B | 0.25% | |
MLN | 1.43% | $526.67M | 0.24% | |
NEAR | -1.52% | $3.29B | 0.25% | |
TBIL | 1.74% | $5.90B | 0.15% | |
IBND | -1.74% | $334.84M | 0.5% | |
FMHI | -1.82% | $755.21M | 0.7% | |
JPST | -1.97% | $31.53B | 0.18% | |
BSMR | 2.17% | $255.46M | 0.18% | |
WEAT | -2.19% | $118.20M | 0.28% | |
GOVT | -2.21% | $27.36B | 0.05% | |
CANE | 2.30% | $9.94M | 0.29% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.59% | $95.24B | +41.12% | 0.72% |
BNT | 84.91% | $11.59B | +41.15% | 0.00% |
JHG | 83.68% | $5.70B | +10.62% | 4.29% |
ITT | 83.63% | $11.84B | +18.64% | 0.88% |
AXP | 83.62% | $201.62B | +28.01% | 1.01% |
PH | 82.98% | $83.58B | +29.96% | 1.01% |
KKR | 82.12% | $108.06B | +11.13% | 0.58% |
TROW | 81.78% | $20.18B | -20.30% | 6.80% |
BX | 81.22% | $165.50B | +12.50% | 2.53% |
MKSI | 80.84% | $5.99B | -33.19% | 0.96% |
APO | 80.79% | $75.50B | +14.02% | 1.42% |
GS | 80.55% | $188.26B | +37.42% | 1.94% |
EMR | 80.54% | $70.62B | +17.92% | 1.66% |
WAB | 80.48% | $34.52B | +25.81% | 0.44% |
ADI | 80.41% | $111.67B | -2.66% | 1.68% |
ARES | 80.36% | $36.39B | +25.58% | 2.34% |
SEIC | 80.02% | $10.33B | +28.81% | 1.18% |
BLK | 79.96% | $150.56B | +26.32% | 2.10% |
FLS | 79.95% | $6.08B | -0.28% | 1.78% |
EVR | 79.88% | $9.28B | +21.73% | 1.33% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
LMBS | 0.01% | $5.06B | 0.64% | |
YEAR | 0.24% | $1.44B | 0.25% | |
WEAT | -0.24% | $118.20M | 0.28% | |
CTA | -0.33% | $1.09B | 0.76% | |
MLN | 0.35% | $526.67M | 0.24% | |
IBMS | 0.46% | $80.26M | 0.18% | |
NUBD | 0.82% | $394.21M | 0.16% | |
GOVI | -0.87% | $917.37M | 0.15% | |
IBND | -0.89% | $334.84M | 0.5% | |
BUXX | -1.05% | $309.41M | 0.25% | |
CGCB | 1.25% | $2.36B | 0.27% | |
BNDX | -1.31% | $66.68B | 0.07% | |
TLH | 1.47% | $11.29B | 0.15% | |
DFNM | -1.56% | $1.56B | 0.17% | |
SHM | -1.62% | $3.39B | 0.2% | |
BNDW | 1.85% | $1.26B | 0.05% | |
STIP | -1.91% | $12.60B | 0.03% | |
JBND | -2.04% | $2.17B | 0.25% | |
FIXD | 2.05% | $3.40B | 0.65% | |
SGOV | -2.07% | $48.84B | 0.09% |
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DIA - SPDR Dow Jones Industrial Average ETF and SCHB - Schwab U.S. Broad Market ETF have a 30 holding overlap. Which accounts for a 25.4% overlap.
Number of overlapping holdings
30
% of overlapping holdings
25.45%
Name | Weight in DIA | Weight in SCHB |
---|---|---|
9.02% | 0.33% | |
6.92% | 6.10% | |
5.23% | 0.30% | |
5.18% | 1.10% | |
5.13% | 0.62% | |
4.88% | 0.14% | |
4.49% | 0.50% | |
4.36% | 0.37% | |
4.29% | 0.27% | |
4.23% | 0.28% |
SPDR Dow Jones Industrial Average ETF - DIA is made up of 30 holdings. Schwab U.S. Broad Market ETF - SCHB is made up of 2410 holdings.
Name | Weight |
---|---|
9.02% | |
![]() | 6.92% |
5.23% | |
5.18% | |
5.13% | |
4.88% | |
4.49% | |
4.36% | |
![]() | 4.29% |
4.23% | |
4.09% | |
3.89% | |
3.83% | |
3.78% | |
3.26% | |
![]() | 3.07% |
2.89% | |
![]() | 2.86% |
2.33% | |
2.26% | |
2.12% | |
![]() | 2.09% |
![]() | 2.08% |
1.71% | |
1.38% | |
1.16% | |
1.03% | |
0.94% | |
![]() | 0.89% |
0.62% |
Name | Weight |
---|---|
![]() | 6.10% |
![]() | 6.09% |
![]() | 5.13% |
![]() | 3.45% |
2.60% | |
![]() | 2.06% |
![]() | 1.76% |
1.54% | |
![]() | 1.53% |
![]() | 1.43% |
1.29% | |
1.10% | |
1.10% | |
![]() | 0.89% |
0.82% | |
0.82% | |
0.76% | |
0.71% | |
0.66% | |
0.65% | |
0.62% | |
![]() | 0.58% |
![]() | 0.56% |
0.51% | |
0.50% | |
0.49% | |
0.48% | |
0.48% | |
0.45% | |
0.44% |