ETF comparison tool

SCHD vs VYM

Schwab U.S. Dividend Equity ETF vs Vanguard High Dividend Yield Index Fund ETF Shares

ETF comparison

SCHDVYM
Fund nameSchwab U.S. Dividend Equity ETFVanguard High Dividend Yield Index Fund ETF Shares
Annual fee0.06%0.04%Lowest fee
Dividend frequencyQuarterlyQuarterly
Annualised returnsSCHDVYM
YTD12.71%3.80%
1 year14.05%17.79%
3 year12.03%15.21%
5 year8.59%11.18%
10 year12.37%11.29%
Dividend yield historySCHDVYM
20253.89%2.47%
20243.85%2.85%
20233.84%3.34%
20223.86%3.33%
Top holdingsSCHDVYM
CVX4.68%1.70%
AVGO-6.28%
PG3.78%1.49%
COP4.33%-
VZ4.06%-
MRK4.06%-
KO4.04%-
PEP3.95%-
TXN3.81%-
AMGN3.80%-
ABT3.72%-
JPM-3.27%
XOM-3.15%
JNJ-2.58%
ABBV-1.69%
CAT-1.44%
HD-1.44%
CSCO-1.36%
Sector allocationSCHDVYM
Healthcare18.6%12.9%
Technology14.4%15.2%
Financial Services8.9%20.1%
Consumer Defensive19.6%8.4%
Energy17.3%10.7%
Industrials7.9%12.1%
Consumer Cyclical6.3%7.1%
Communication Services7.0%3.8%
Utilities0.0%6.0%
Basic Materials-3.5%
Real Estate-0.0%

ETF data is based on the most recent available holdings from fund providers. Only the top holdings are compared, so actual overlap may differ. Annualised returns are trailing figures and do not guarantee future performance. This is not financial advice.

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