Compare ETFs
Side by side
| SCHD | DVY | |
|---|---|---|
| Name | Schwab U.S. Dividend Equity ETF | iShares Select Dividend ETF |
| Assets | $115.00B | $23.21B |
| Fee | 0.05% | 0.36% |
| Yield | 3.4% | 3.7% |
| Components | 97 | 98 |
| Top 10 weight | 41% | 20% |
| This year | +28.0% | +15.0% |
| 1 year | +33.0% | +18.3% |
| 3 years, yearly | +18.0% | +18.8% |
| 5 years, yearly | +9.4% | +10.0% |
| 10 years, yearly | +13.2% | +10.9% |
| Volatility, 3 years | 13.3% | 12.4% |
| Sharpe ratio, 3 years | 0.76 | 0.86 |
Green: the lowest fee and the best return in each row.
Returns
Total return; over three years and longer, a year on average.
This year
1 year
3 years
5 years
10 years
How much they overlap
For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.
22% SCHD and DVY
28 companies in both: 29% of SCHD's holdings, 29% of DVY's.
MO 2.2%VZ 1.7%TGT 1.7%CVX 1.5%EOG 1.4%F 1.2%MRK 1.2%FITB 1.1%KO 1.1%ADM 0.9%
Sectors
| SCHD | DVY | |
|---|---|---|
| Financial Services | 8.4% | 23.9% |
| Utilities | 0.1% | 21.8% |
| Consumer Defensive | 20.7% | 14.0% |
| Healthcare | 18.7% | 5.5% |
| Technology | 16.8% | 3.1% |
| Energy | 16.0% | 11.3% |
| Consumer Cyclicals | 7.2% | 9.9% |
| Industrials | 7.0% | 1.8% |
| Communication Services | 5.9% | 5.5% |
| Basic Materials | – | 1.9% |
From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.