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 +10.1% compared to +9.2%
ONEY vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ONEY
$727M
Winner
SCHD
$96B
Expense Ratio
ONEY
0.20%
Winner
SCHD
0.06%
Max Drawdown
ONEY
47.48%
Winner
SCHD
33.37%
Sharpe Ratio
ONEY
1.34
Winner
SCHD
1.81
5Y Beta
ONEY
0.63
Winner
SCHD
0.53
P/E Ratio
Winner
ONEY
14.66
SCHD
18.10
Forward P/E
Winner
ONEY
12.94
SCHD
15.07
PEG Ratio
Winner
ONEY
0.16
SCHD
0.93
5Y Dividends CAGR
Winner
ONEY
10.47%
SCHD
8.35%
5Y EPS CAGR
Winner
ONEY
11.03%
SCHD
7.34%
Debt to Equity
Winner
ONEY
19.62%
SCHD
58.10%
P/S Ratio
Winner
ONEY
1.26
SCHD
1.81
P/B Ratio
Winner
ONEY
2.28
SCHD
3.76
ONEY vs SCHD - Holdings Comparison
ONEY and SCHD have 31 common holdings. Overlap is 15.93%
ONEY's top 25 holdings weight is 28.06%. SCHD's top 25 holdings weight is 78.68%.
| Rank | ONEY | SCHD |
|---|---|---|
| #1 | PROGRESSIVE CORP (PGR) - 3.47% | UNITEDHEALTH GROUP INC (UNH) - 4.41% |
| #2 | COMCAST CORP CLASS A (CMCSA) - 2.13% | THE HOME DEPOT INC (HD) - 4.34% |
| #3 | ALLSTATE CORP (ALL) - 1.79% | MERCK & CO INC (MRK) - 4.28% |
| #4 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.57% | AMGEN INC (AMGN) - 4.21% |
| #5 | THE CIGNA GROUP (CI) - 1.56% | PROCTER & GAMBLE CO (PG) - 4.20% |
| #6 | ONEOK INC (OKE) - 1.41% | COCA-COLA CO (KO) - 4.16% |
| #7 | EOG RESOURCES INC (EOG) - 1.41% | ABBOTT LABORATORIES (ABT) - 4.07% |
| #8 | ACCENTURE PLC CLASS A (ACN) - 1.19% | TEXAS INSTRUMENTS INC (TXN) - 3.88% |
| #9 | ANGLOGOLD ASHANTI PLC (AU) - 1.17% | CHEVRON CORP (CVX) - 3.80% |
| #10 | TARGET CORP (TGT) - 1.02% | PEPSICO INC (PEP) - 3.77% |
| #11 | ALTRIA GROUP INC (MO) - 1.02% | VERIZON COMMUNICATIONS INC (VZ) - 3.65% |
| #12 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.02% | CONOCOPHILLIPS (COP) - 3.55% |
| #13 | SIMON PROPERTY GROUP INC (SPG) - 0.98% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.14% |
| #14 | DEVON ENERGY CORP (DVN) - 0.92% | ALTRIA GROUP INC (MO) - 3.08% |
| #15 | THE KROGER CO (KR) - 0.92% | QUALCOMM INC (QCOM) - 2.83% |
| #16 | ZOETIS INC CLASS A (ZTS) - 0.92% | LOCKHEED MARTIN CORP (LMT) - 2.73% |
| #17 | NIKE INC CLASS B (NKE) - 0.88% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.59% |
| #18 | EDISON INTERNATIONAL (EIX) - 0.85% | BLACKSTONE INC (BX) - 2.47% |
| #19 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.81% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.21% |
| #20 | EVERSOURCE ENERGY (ES) - 0.81% | ACCENTURE PLC CLASS A (ACN) - 2.20% |
| #21 | OVINTIV INC (OVV) - 0.46% | COMCAST CORP CLASS A (CMCSA) - 2.19% |
| #22 | PRUDENTIAL FINANCIAL INC (PRU) - 0.46% | EOG RESOURCES INC (EOG) - 1.92% |
| #23 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.45% | SLB LTD (SLB) - 1.86% |
| #24 | DIAMONDBACK ENERGY INC (FANG) - 0.42% | TARGET CORP (TGT) - 1.64% |
| #25 | EVEREST GROUP LTD (EG) - 0.42% | ONEOK INC (OKE) - 1.50% |
| Total Holdings | 263 | 103 |
ONEY vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
ONEY
+2.39%
Winner
SCHD
+3.74%
3M
ONEY
+5.48%
Winner
SCHD
+6.78%
6M
ONEY
+9.80%
Winner
SCHD
+14.44%
1Y
ONEY
+22.05%
Winner
SCHD
+26.23%
5Y(CAGR)
Winner
ONEY
+10.12%
SCHD
+9.21%
10Y(CAGR)
ONEY
+11.70%
Winner
SCHD
+12.42%
Max(CAGR)
ONEY
+12.21%
Winner
SCHD
+13.28%
ONEY vs SCHD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | ONEY | SCHD |
|---|---|---|
| 2026 | +15.19% | +20.30% |
| 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 -1.03%. The current SCHD drawdown is -0.67%.
| 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 | 1.37% | 1.55% |
| 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% |
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