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SCHA vs DVY

Comparison between SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF) and ISHARES SELECT DIVIDEND ETF (DVY, ETF).

5-Year PerformanceDVY has outperformed SCHA, delivering a return of +9.3% compared to +7.2%

SCHA vs DVY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHA
$23B
DVY
$23B
Expense Ratio
Winner
SCHA
0.04%
DVY
0.38%
Max Drawdown
Winner
SCHA
43.02%
DVY
65.23%
Sharpe Ratio
Winner
SCHA
1.75
DVY
1.70
5Y Beta
SCHA
1.10
Winner
DVY
0.56
P/E Ratio
SCHA
169.53
Winner
DVY
15.87
Forward P/E
SCHA
14.44
Winner
DVY
12.06
PEG Ratio
SCHA
N/A
DVY
0.22
5Y Dividends CAGR
SCHA
6.60%
Winner
DVY
12.31%
5Y EPS CAGR
Winner
SCHA
13.25%
DVY
6.27%
Debt to Equity
SCHA
42.83%
Winner
DVY
-154.16%
P/S Ratio
SCHA
1.34
Winner
DVY
1.09
P/B Ratio
SCHA
2.15
Winner
DVY
1.80

SCHA vs DVY - Holdings Comparison

SCHA and DVY have 19 common holdings. Overlap is 2.49%

SCHA's top 25 holdings weight is 7.29%. DVY's top 25 holdings weight is 38.93%.

RankSCHADVY
#1
SANDISK CORP ORDINARY SHARES (SNDK) - 0.50%
ALTRIA GROUP INC (MO) - 2.20%
#2
RIGETTI COMPUTING INC (RGTI) - 0.46%
PFIZER INC (PFE) - 2.14%
#3
n/a (RKT) - 0.40%
HP INC (HPQ) - 2.13%
#4
D-WAVE QUANTUM INC (QBTS) - 0.38%
T. ROWE PRICE GROUP INC (TROW) - 2.07%
#5
COEUR MINING INC (CDE) - 0.36%
PRUDENTIAL FINANCIAL INC (PRU) - 1.94%
#6
NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35%
FORD MOTOR CO (F) - 1.87%
#7
n/a (HIMS) - 0.33%
VERIZON COMMUNICATIONS INC (VZ) - 1.86%
#8
ATI INC (ATI) - 0.29%
ONEOK INC (OKE) - 1.73%
#9
IONIS PHARMACEUTICALS INC (IONS) - 0.29%
EDISON INTERNATIONAL (EIX) - 1.58%
#10
SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28%
KIMBERLY-CLARK CORP (KMB) - 1.51%
#11
STERLING INFRASTRUCTURE INC (STRL) - 0.28%
DOMINION ENERGY INC (D) - 1.49%
#12
MUELLER INDUSTRIES INC (MLI) - 0.28%
GENERAL MILLS INC (GIS) - 1.44%
#13
LUMENTUM HOLDINGS INC (LITE) - 0.27%
TARGET CORP (TGT) - 1.39%
#14
ENSIGN GROUP INC (ENSG) - 0.26%
LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.39%
#15
RAMBUS INC (RMBS) - 0.26%
TRUIST FINANCIAL CORP (TFC) - 1.35%
#16
SOUTHSTATE BANK CORP (SSB) - 0.25%
EVERSOURCE ENERGY (ES) - 1.35%
#17
ECHOSTAR CORP CLASS A (SATS) - 0.25%
CHEVRON CORP (CVX) - 1.35%
#18
INTERDIGITAL INC (IDCC) - 0.24%
CVS HEALTH CORP (CVS) - 1.33%
#19
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24%
KEYCORP (KEY) - 1.30%
#20
BRIDGEBIO PHARMA INC (BBIO) - 0.24%
ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30%
#21
SILICON LABORATORIES INC (SLAB) - 0.22%
PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.28%
#22
SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22%
EOG RESOURCES INC (EOG) - 1.24%
#23
OSCAR HEALTH INC CLASS A (OSCR) - 0.22%
REGIONS FINANCIAL CORP (RF) - 1.23%
#24
PJT PARTNERS INC CLASS A (PJT) - 0.22%
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.23%
#25
n/a (MWA) - 0.20%
U.S. BANCORP (USB) - 1.23%
Total Holdings1709105

SCHA vs DVY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHA
+5.32%
DVY
+4.04%
3M
Winner
SCHA
+21.26%
DVY
+6.37%
6M
Winner
SCHA
+19.84%
DVY
+12.30%
1Y
Winner
SCHA
+41.48%
DVY
+24.31%
5Y(CAGR)
SCHA
+7.19%
Winner
DVY
+9.33%
10Y(CAGR)
Winner
SCHA
+11.52%
DVY
+10.52%
Max(CAGR)
Winner
SCHA
+12.55%
DVY
+9.00%

SCHA vs DVY - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearSCHADVY
2026+21.13%+12.21%
2025+11.64%+11.80%
2024+11.85%+15.11%
2023+19.16%+1.21%
2022-20.62%+1.35%
2021+18.07%+33.65%
2020+19.19%-4.62%
2019+26.04%+23.04%
2018-12.63%-6.43%
2017+14.15%+14.34%
2016+22.30%+22.61%
2015-3.91%-2.12%
2014+7.50%+16.49%
2013+35.74%+25.99%
2012+16.68%+10.25%
2011-4.64%+11.03%
2010+25.72%+16.31%
2009+9.88%+9.19%
2008N/A-32.03%
2007N/A-6.26%
2006N/A+17.63%
2005N/A+4.00%
2004N/A+18.04%
2003N/A+7.09%

SCHA vs DVY Drawdown Comparison

The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The maximum drawdown for DVY was -62.57%, occurring on Mar 9, 2009. Recovery took 1432 trading sessions.

RankSCHADVY
#1-42.41%
Jan 16, 2020 - Nov 9, 2020		-62.57%
May 22, 2007 - Jan 29, 2013
#2-30.79%
Nov 8, 2021 - Oct 16, 2024		-41.59%
Jan 17, 2020 - Feb 9, 2021
#3-28.37%
Apr 29, 2011 - Sep 6, 2012		-17.49%
Apr 20, 2022 - Mar 28, 2024
#4-27.29%
Nov 25, 2024 - Sep 18, 2025		-15.99%
Nov 29, 2024 - Aug 22, 2025
#5-26.45%
Aug 31, 2018 - Jan 16, 2020		-15.32%
Sep 18, 2018 - Apr 5, 2019
#6-24.96%
Jun 23, 2015 - Nov 11, 2016		-12.03%
Dec 29, 2014 - Mar 4, 2016
#7-19.99%
Apr 23, 2010 - Nov 5, 2010		-9.19%
Jan 26, 2018 - Aug 16, 2018
#8-12.15%
Jul 3, 2014 - Dec 23, 2014		-7.92%
Mar 5, 2004 - Aug 25, 2004
#9-9.55%
Sep 14, 2012 - Jan 2, 2013		-7.87%
Aug 3, 2005 - Feb 22, 2006
#10-9.51%
Jan 22, 2026 - Apr 13, 2026		-7.80%
May 10, 2021 - Nov 15, 2021
#11-9.18%
Jan 23, 2018 - May 17, 2018		-7.37%
Apr 30, 2019 - Jul 3, 2019
#12-9.04%
Jan 19, 2010 - Mar 2, 2010		-6.89%
Feb 13, 2026 - Jun 11, 2026
#13-8.73%
Mar 15, 2021 - Jun 8, 2021		-6.19%
Jul 24, 2019 - Sep 10, 2019
#14-8.53%
Jun 8, 2021 - Oct 25, 2021		-6.16%
May 17, 2013 - Jul 11, 2013
#15-7.54%
Oct 27, 2025 - Dec 3, 2025		-6.05%
Mar 28, 2024 - May 9, 2024

Correlation

Correlation between SCHA and DVY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2003 - 2026)

SCHA vs DVY dividend yield comparison.

YearSCHADVY
20260.11%0.72%
20251.26%3.65%
20241.51%3.65%
20231.42%3.82%
20221.37%3.43%
20211.19%3.12%
20201.05%3.66%
20191.39%3.41%
20181.58%3.58%
20171.24%3.00%
20161.50%3.04%
20151.48%3.45%
20141.45%3.03%
20131.14%3.06%
20121.87%3.71%
20111.23%3.44%
20100.98%3.42%
20090.22%3.78%
20080.00%5.86%
20070.00%3.67%
20060.00%3.15%
20050.00%3.02%
20040.00%3.10%
20030.00%0.53%

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