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SCHD × VYM × DVY × 3/4

Side by side

SCHDVYMDVY
NameSchwab U.S. Dividend Equity ETFVanguard High Dividend Yield Index Fund ETF SharesiShares Select Dividend ETF
Assets$115.00B$81.44B$23.21B
Fee0.05%0.04%0.36%
Yield3.4%2.4%3.7%
Components9759298
Top 10 weight41%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 years13.3%11.1%12.4%
Sharpe ratio, 3 years0.761.070.86

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

SCHD +28.0%
VYM +13.9%
DVY +15.0%

1 year

SCHD +33.0%
VYM +18.2%
DVY +18.3%

3 years

SCHD +18.0%
VYM +18.2%
DVY +18.8%

5 years

SCHD +9.4%
VYM +11.1%
DVY +10.0%

10 years

SCHD +13.2%
VYM +12.2%
DVY +10.9%

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

SCHDVYMDVY
Financial Services8.4%21.5%23.9%
Utilities0.1%5.1%21.8%
Consumer Defensive20.7%7.9%14.0%
Healthcare18.7%14.6%5.5%
Technology16.8%18.3%3.1%
Energy16.0%10.1%11.3%
Industrials7.0%11.1%1.8%
Consumer Cyclicals7.2%5.7%9.9%
Communication Services5.9%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.