ONEY vs SCHD
Comparison between STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF (ONEY, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceONEY has outperformed SCHD, delivering a return of +8.7% compared to +8.3%
ONEY vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ONEY
$853M
Winner
SCHD
$91B
Expense Ratio
ONEY
0.20%
Winner
SCHD
0.06%
Max Drawdown
ONEY
47.48%
Winner
SCHD
33.37%
Sharpe Ratio
ONEY
1.50
Winner
SCHD
1.95
5Y Beta
ONEY
0.64
Winner
SCHD
0.54
P/E Ratio
ONEY
21.24
Winner
SCHD
18.51
Forward P/E
Winner
ONEY
13.63
SCHD
14.94
PEG Ratio
Winner
ONEY
0.40
SCHD
0.96
5Y Dividends CAGR
Winner
ONEY
9.41%
SCHD
9.11%
5Y EPS CAGR
ONEY
6.61%
Winner
SCHD
7.28%
Debt to Equity
Winner
ONEY
17.18%
SCHD
55.15%
P/S Ratio
Winner
ONEY
1.09
SCHD
1.87
P/B Ratio
Winner
ONEY
2.30
SCHD
3.86
ONEY vs SCHD - Holdings Comparison
ONEY and SCHD have 42 common holdings. Overlap is 20.85%
ONEY's top 25 holdings weight is 30.72%. SCHD's top 25 holdings weight is 80.48%.
| Rank | ONEY | SCHD |
|---|---|---|
| #1 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.16% | QUALCOMM INC (QCOM) - 6.64% |
| #2 | TARGET CORP (TGT) - 1.76% | TEXAS INSTRUMENTS INC (TXN) - 6.24% |
| #3 | SLB LTD (SLB) - 1.71% | UNITEDHEALTH GROUP INC (UNH) - 5.02% |
| #4 | EOG RESOURCES INC (EOG) - 1.69% | COCA-COLA CO (KO) - 4.01% |
| #5 | DEVON ENERGY CORP (DVN) - 1.60% | MERCK & CO INC (MRK) - 3.87% |
| #6 | ALTRIA GROUP INC (MO) - 1.56% | CHEVRON CORP (CVX) - 3.86% |
| #7 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.54% | VERIZON COMMUNICATIONS INC (VZ) - 3.68% |
| #8 | FORD MOTOR CO (F) - 1.51% | CONOCOPHILLIPS (COP) - 3.57% |
| #9 | FEDEX CORP (FDX) - 1.39% | PROCTER & GAMBLE CO (PG) - 3.51% |
| #10 | NUCOR CORP (NUE) - 1.27% | PEPSICO INC (PEP) - 3.46% |
| #11 | NEWMONT CORP (NEM) - 1.24% | AMGEN INC (AMGN) - 3.44% |
| #12 | VALERO ENERGY CORP (VLO) - 1.13% | THE HOME DEPOT INC (HD) - 3.27% |
| #13 | HALLIBURTON CO (HAL) - 1.08% | ALTRIA GROUP INC (MO) - 3.04% |
| #14 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.08% | ABBOTT LABORATORIES (ABT) - 2.98% |
| #15 | CVS HEALTH CORP (CVS) - 1.07% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.96% |
| #16 | CUMMINS INC (CMI) - 1.02% | ACCENTURE PLC CLASS A (ACN) - 2.73% |
| #17 | PACCAR INC (PCAR) - 0.97% | LOCKHEED MARTIN CORP (LMT) - 2.70% |
| #18 | SIMON PROPERTY GROUP INC (SPG) - 0.96% | COMCAST CORP CLASS A (CMCSA) - 2.26% |
| #19 | BAKER HUGHES CO CLASS A (BKR) - 0.90% | BLACKSTONE INC (BX) - 2.21% |
| #20 | HUMANA INC (HUM) - 0.89% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.20% |
| #21 | NETAPP INC (NTAP) - 0.87% | SLB LTD (SLB) - 2.17% |
| #22 | PHILLIPS 66 (PSX) - 0.85% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.89% |
| #23 | EDISON INTERNATIONAL (EIX) - 0.84% | EOG RESOURCES INC (EOG) - 1.85% |
| #24 | THE HERSHEY CO (HSY) - 0.82% | FORD MOTOR CO (F) - 1.50% |
| #25 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.81% | ONEOK INC (OKE) - 1.42% |
| Total Holdings | 299 | 103 |
ONEY vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ONEY
+2.22%
SCHD
+1.92%
3M
Winner
ONEY
+5.11%
SCHD
+4.20%
6M
ONEY
+14.02%
Winner
SCHD
+18.73%
1Y
ONEY
+24.24%
Winner
SCHD
+27.89%
5Y(CAGR)
Winner
ONEY
+8.67%
SCHD
+8.32%
10Y(CAGR)
ONEY
+12.03%
Winner
SCHD
+12.70%
Max(CAGR)
ONEY
+12.12%
Winner
SCHD
+13.21%
ONEY vs SCHD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | ONEY | SCHD |
|---|---|---|
| 2026 | +12.61% | +17.46% |
| 2025 | +7.98% | +4.56% |
| 2024 | +11.09% | +10.86% |
| 2023 | +11.28% | +4.71% |
| 2022 | -3.63% | -3.21% |
| 2021 | +39.63% | +31.74% |
| 2020 | +2.30% | +14.78% |
| 2019 | +27.36% | +27.28% |
| 2018 | -8.70% | -5.85% |
| 2017 | +15.46% | +20.20% |
| 2016 | +22.30% | +17.78% |
| 2015 | -1.63% | -0.21% |
| 2014 | N/A | +12.79% |
| 2013 | N/A | +30.09% |
| 2012 | N/A | +10.39% |
| 2011 | N/A | +5.31% |
ONEY vs SCHD Drawdown Comparison
The maximum drawdown for ONEY was -46.77%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current ONEY drawdown is -0.84%. The current SCHD drawdown is -1.61%.
| Rank | ONEY | SCHD |
|---|---|---|
| #1 | -46.77% Jan 17, 2020 - Dec 4, 2020 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -18.95% Apr 20, 2022 - Feb 2, 2023 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -18.72% Sep 21, 2018 - Jul 24, 2019 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -17.51% Nov 25, 2024 - Aug 22, 2025 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -13.69% Feb 2, 2023 - Dec 14, 2023 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -12.72% Dec 3, 2015 - Mar 3, 2016 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -10.71% Jan 26, 2018 - Aug 3, 2018 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -10.36% Jul 24, 2019 - Oct 22, 2019 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -7.61% Feb 11, 2026 - Apr 30, 2026 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -7.31% Jun 8, 2021 - Oct 20, 2021 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -6.68% Jan 14, 2022 - Mar 25, 2022 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -6.13% Nov 15, 2021 - Dec 27, 2021 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -6.07% Jun 8, 2016 - Jul 11, 2016 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -5.83% Mar 28, 2024 - Jul 16, 2024 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -5.76% Mar 15, 2021 - Apr 26, 2021 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between ONEY and SCHD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2011 - 2026)
ONEY vs SCHD dividend yield comparison.
| Year | ONEY | SCHD |
|---|---|---|
| 2026 | 0.64% | 0.80% |
| 2025 | 3.15% | 3.82% |
| 2024 | 3.18% | 3.64% |
| 2023 | 3.14% | 3.49% |
| 2022 | 3.17% | 3.39% |
| 2021 | 2.46% | 2.78% |
| 2020 | 2.74% | 3.16% |
| 2019 | 3.17% | 2.98% |
| 2018 | 3.72% | 3.06% |
| 2017 | 10.73% | 2.63% |
| 2016 | 6.31% | 2.89% |
| 2015 | 0.29% | 2.97% |
| 2014 | 0.00% | 2.63% |
| 2013 | 0.00% | 2.47% |
| 2012 | 0.00% | 2.86% |
| 2011 | 0.00% | 0.47% |
Select Stocks to Compare
Popular: ONEY vs SPYSCHD vs SPY
More Comparisons
Compare with similar stocks
Compare ONEY with:
Compare SCHD with:
Popular suggestions:
MDT vs SCHD
Medtronic Plc vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHD vs VIG
SCHWAB U.S. DIVIDEND EQUITY ETF vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
SCHD vs SPHD
SCHWAB U.S. DIVIDEND EQUITY ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
BLK vs SCHD
BlackRock Finance Inc vs SCHWAB U.S. DIVIDEND EQUITY ETF
SBUX vs SCHD
Starbucks Corp vs SCHWAB U.S. DIVIDEND EQUITY ETF
FDVV vs SCHD
FIDELITY HIGH DIVIDEND ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHX vs SCHD
SCHWAB U.S. LARGE-CAP ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHD vs SCHP
SCHWAB U.S. DIVIDEND EQUITY ETF vs SCHWAB U.S. TIPS ETF
SPHD vs SCHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
ONEY vs SCHD
STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
MLPA vs SCHD
GLOBAL X MLP ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
QQQX vs SCHD
Nuveen NASDAQ 100 Dynamic Overwrite Fund vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHB vs SCHD
SCHWAB U.S. BROAD MARKET ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHG vs SCHD
SCHWAB U.S. LARGE-CAP GROWTH ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
BST vs SCHD
BlackRock Science and Technology Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHF vs SCHD
SCHWAB INTERNATIONAL EQUITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
OUSA vs SCHD
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs SCHWAB U.S. DIVIDEND EQUITY ETF
KBWD vs SCHD
INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SMH vs SCHD
VANECK SEMICONDUCTOR ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF