DVY vs SCHA
Comparison between ISHARES SELECT DIVIDEND ETF (DVY, ETF) and SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF).
5-Year PerformanceDVY has outperformed SCHA, delivering a return of +9.0% compared to +7.9%
DVY vs SCHA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DVY
$23B
SCHA
$22B
Expense Ratio
DVY
0.38%
Winner
SCHA
0.04%
Max Drawdown
DVY
65.23%
Winner
SCHA
43.02%
Sharpe Ratio
DVY
1.48
Winner
SCHA
1.79
5Y Beta
Winner
DVY
0.58
SCHA
1.09
P/E Ratio
Winner
DVY
15.94
SCHA
213.83
Forward P/E
Winner
DVY
12.23
SCHA
14.72
PEG Ratio
DVY
0.20
SCHA
N/A
5Y Dividends CAGR
Winner
DVY
12.31%
SCHA
6.60%
5Y EPS CAGR
DVY
5.99%
Winner
SCHA
13.85%
Debt to Equity
DVY
-14.23%
SCHA
N/A
P/S Ratio
Winner
DVY
1.10
SCHA
1.35
P/B Ratio
Winner
DVY
1.82
SCHA
2.19
DVY vs SCHA - Holdings Comparison
DVY and SCHA have 20 common holdings. Overlap is 2.59%
DVY's top 25 holdings weight is 37.94%. SCHA's top 25 holdings weight is 7.29%.
| Rank | DVY | SCHA |
|---|---|---|
| #1 | PFIZER INC (PFE) - 2.28% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.50% |
| #2 | ALTRIA GROUP INC (MO) - 2.16% | RIGETTI COMPUTING INC (RGTI) - 0.46% |
| #3 | PRUDENTIAL FINANCIAL INC (PRU) - 1.85% | n/a (RKT) - 0.40% |
| #4 | T. ROWE PRICE GROUP INC (TROW) - 1.83% | D-WAVE QUANTUM INC (QBTS) - 0.38% |
| #5 | VERIZON COMMUNICATIONS INC (VZ) - 1.80% | COEUR MINING INC (CDE) - 0.36% |
| #6 | ONEOK INC (OKE) - 1.74% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35% |
| #7 | EDISON INTERNATIONAL (EIX) - 1.70% | n/a (HIMS) - 0.33% |
| #8 | GENERAL MILLS INC (GIS) - 1.56% | ATI INC (ATI) - 0.29% |
| #9 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.54% | IONIS PHARMACEUTICALS INC (IONS) - 0.29% |
| #10 | KIMBERLY-CLARK CORP (KMB) - 1.52% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% |
| #11 | DOMINION ENERGY INC (D) - 1.45% | STERLING INFRASTRUCTURE INC (STRL) - 0.28% |
| #12 | HP INC (HPQ) - 1.43% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| #13 | FORD MOTOR CO (F) - 1.41% | LUMENTUM HOLDINGS INC (LITE) - 0.27% |
| #14 | TRUIST FINANCIAL CORP (TFC) - 1.41% | ENSIGN GROUP INC (ENSG) - 0.26% |
| #15 | EVERSOURCE ENERGY (ES) - 1.39% | RAMBUS INC (RMBS) - 0.26% |
| #16 | TARGET CORP (TGT) - 1.38% | SOUTHSTATE BANK CORP (SSB) - 0.25% |
| #17 | CHEVRON CORP (CVX) - 1.37% | ECHOSTAR CORP CLASS A (SATS) - 0.25% |
| #18 | KEYCORP (KEY) - 1.34% | INTERDIGITAL INC (IDCC) - 0.24% |
| #19 | FIRSTENERGY CORP (FE) - 1.31% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24% |
| #20 | COMCAST CORP CLASS A (CMCSA) - 1.28% | BRIDGEBIO PHARMA INC (BBIO) - 0.24% |
| #21 | U.S. BANCORP (USB) - 1.27% | SILICON LABORATORIES INC (SLAB) - 0.22% |
| #22 | AT&T INC (T) - 1.26% | SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22% |
| #23 | EOG RESOURCES INC (EOG) - 1.23% | OSCAR HEALTH INC CLASS A (OSCR) - 0.22% |
| #24 | REGIONS FINANCIAL CORP (RF) - 1.22% | PJT PARTNERS INC CLASS A (PJT) - 0.22% |
| #25 | EXELON CORP (EXC) - 1.21% | n/a (MWA) - 0.20% |
| Total Holdings | 105 | 1709 |
DVY vs SCHA - Historical Returns
Returns include dividend reinvestment.
1M
DVY
+0.19%
Winner
SCHA
+5.99%
3M
DVY
-1.60%
Winner
SCHA
+9.28%
6M
DVY
+9.51%
Winner
SCHA
+18.44%
1Y
DVY
+20.17%
Winner
SCHA
+36.58%
5Y(CAGR)
Winner
DVY
+8.98%
SCHA
+7.94%
10Y(CAGR)
DVY
+10.22%
Winner
SCHA
+11.28%
Max(CAGR)
DVY
+8.84%
Winner
SCHA
+12.27%
DVY vs SCHA - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | DVY | SCHA |
|---|---|---|
| 2026 | +7.85% | +15.01% |
| 2025 | +11.80% | +11.64% |
| 2024 | +15.11% | +11.85% |
| 2023 | +1.21% | +19.16% |
| 2022 | +1.35% | -20.62% |
| 2021 | +33.65% | +18.07% |
| 2020 | -4.62% | +19.19% |
| 2019 | +23.04% | +26.04% |
| 2018 | -6.43% | -12.63% |
| 2017 | +14.34% | +14.15% |
| 2016 | +22.61% | +22.30% |
| 2015 | -2.12% | -3.91% |
| 2014 | +16.49% | +7.50% |
| 2013 | +25.99% | +35.74% |
| 2012 | +10.25% | +16.68% |
| 2011 | +11.03% | -4.64% |
| 2010 | +16.31% | +25.72% |
| 2009 | +9.19% | +9.88% |
| 2008 | -32.03% | N/A |
| 2007 | -6.26% | N/A |
| 2006 | +17.63% | N/A |
| 2005 | +4.00% | N/A |
| 2004 | +18.04% | N/A |
| 2003 | +7.09% | N/A |
DVY vs SCHA Drawdown Comparison
The maximum drawdown for DVY was -62.57%, occurring on Mar 9, 2009. Recovery took 1432 trading sessions.
The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current DVY drawdown is -2.59%. The current SCHA drawdown is -1.34%.
| Rank | DVY | SCHA |
|---|---|---|
| #1 | -62.57% May 22, 2007 - Jan 29, 2013 | -42.41% Jan 16, 2020 - Nov 9, 2020 |
| #2 | -41.59% Jan 17, 2020 - Feb 9, 2021 | -30.79% Nov 8, 2021 - Oct 16, 2024 |
| #3 | -17.49% Apr 20, 2022 - Mar 28, 2024 | -28.37% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -15.99% Nov 29, 2024 - Aug 22, 2025 | -27.29% Nov 25, 2024 - Sep 18, 2025 |
| #5 | -15.32% Sep 18, 2018 - Apr 5, 2019 | -26.45% Aug 31, 2018 - Jan 16, 2020 |
| #6 | -12.03% Dec 29, 2014 - Mar 4, 2016 | -24.96% Jun 23, 2015 - Nov 11, 2016 |
| #7 | -9.19% Jan 26, 2018 - Aug 16, 2018 | -19.99% Apr 23, 2010 - Nov 5, 2010 |
| #8 | -7.92% Mar 5, 2004 - Aug 25, 2004 | -12.15% Jul 3, 2014 - Dec 23, 2014 |
| #9 | -7.87% Aug 3, 2005 - Feb 22, 2006 | -9.55% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -7.80% May 10, 2021 - Nov 15, 2021 | -9.51% Jan 22, 2026 - Apr 13, 2026 |
| #11 | -7.37% Apr 30, 2019 - Jul 3, 2019 | -9.18% Jan 23, 2018 - May 17, 2018 |
| #12 | -6.89% Feb 13, 2026 - Mar 20, 2026 | -9.04% Jan 19, 2010 - Mar 2, 2010 |
| #13 | -6.19% Jul 24, 2019 - Sep 10, 2019 | -8.73% Mar 15, 2021 - Jun 8, 2021 |
| #14 | -6.16% May 17, 2013 - Jul 11, 2013 | -8.53% Jun 8, 2021 - Oct 25, 2021 |
| #15 | -6.05% Mar 28, 2024 - May 9, 2024 | -7.54% Oct 27, 2025 - Dec 3, 2025 |
Correlation
Correlation between DVY and SCHA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2003 - 2026)
DVY vs SCHA dividend yield comparison.
| Year | DVY | SCHA |
|---|---|---|
| 2026 | 0.75% | 0.12% |
| 2025 | 3.65% | 1.26% |
| 2024 | 3.65% | 1.51% |
| 2023 | 3.82% | 1.42% |
| 2022 | 3.43% | 1.37% |
| 2021 | 3.12% | 1.19% |
| 2020 | 3.66% | 1.05% |
| 2019 | 3.41% | 1.39% |
| 2018 | 3.58% | 1.58% |
| 2017 | 3.00% | 1.24% |
| 2016 | 3.04% | 1.50% |
| 2015 | 3.45% | 1.48% |
| 2014 | 3.03% | 1.45% |
| 2013 | 3.06% | 1.14% |
| 2012 | 3.71% | 1.87% |
| 2011 | 3.44% | 1.23% |
| 2010 | 3.42% | 0.98% |
| 2009 | 3.78% | 0.22% |
| 2008 | 5.86% | 0.00% |
| 2007 | 3.67% | 0.00% |
| 2006 | 3.15% | 0.00% |
| 2005 | 3.02% | 0.00% |
| 2004 | 3.10% | 0.00% |
| 2003 | 0.53% | 0.00% |
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