Compare ETFs
Side by side
| SCHD | VYM | DVY | |
|---|---|---|---|
| Name | Schwab U.S. Dividend Equity ETF | Vanguard High Dividend Yield Index Fund ETF Shares | iShares Select Dividend ETF |
| Assets | $115.00B | $81.44B | $23.21B |
| Fee | 0.05% | 0.04% | 0.36% |
| Yield | 3.4% | 2.4% | 3.7% |
| Components | 97 | 592 | 98 |
| Top 10 weight | 41% | 26% | 20% |
| This year | +28.0% | +13.9% | +15.0% |
| 1 year | +33.0% | +18.2% | +18.3% |
| 3 years, yearly | +18.0% | +18.2% | +18.8% |
| 5 years, yearly | +9.4% | +11.1% | +10.0% |
| 10 years, yearly | +13.2% | +12.2% | +10.9% |
| Volatility, 3 years | 13.3% | 11.1% | 12.4% |
| Sharpe ratio, 3 years | 0.76 | 1.07 | 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 VYM
78 companies in both: 80% of SCHD's holdings, 13% of VYM's.
CVX 1.6%KO 1.5%PG 1.5%MRK 1.4%UNH 1.4%HD 1.2%TXN 1.0%AMGN 0.9%QCOM 0.8%VZ 0.8%
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%
21% VYM and DVY
97 companies in both: 16% of VYM's holdings, 99% of DVY's.
CVX 1.5%PM 1.2%MRK 1.2%KO 1.1%XOM 1.1%IBM 0.9%VZ 0.8%GILD 0.8%PFE 0.7%NEE 0.7%
Sectors
| SCHD | VYM | DVY | |
|---|---|---|---|
| Financial Services | 8.4% | 21.5% | 23.9% |
| Utilities | 0.1% | 5.1% | 21.8% |
| Consumer Defensive | 20.7% | 7.9% | 14.0% |
| Healthcare | 18.7% | 14.6% | 5.5% |
| Technology | 16.8% | 18.3% | 3.1% |
| Energy | 16.0% | 10.1% | 11.3% |
| Industrials | 7.0% | 11.1% | 1.8% |
| Consumer Cyclicals | 7.2% | 5.7% | 9.9% |
| Communication Services | 5.9% | 3.4% | 5.5% |
| Basic Materials | – | 3.3% | 1.9% |
| Real Estate | – | 0.0% | – |
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.