SCHD vs RSP
Comparison between SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF) and INVESCO S&P 500 EQUAL WEIGHT ETF (RSP, ETF).
5-Year PerformanceSCHD has outperformed RSP, delivering a return of +9.2% compared to +8.9%
SCHD vs RSP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHD
$96B
RSP
$94B
Expense Ratio
Winner
SCHD
0.06%
RSP
0.20%
Max Drawdown
Winner
SCHD
33.37%
RSP
60.91%
Sharpe Ratio
Winner
SCHD
1.81
RSP
1.11
5Y Beta
Winner
SCHD
0.53
RSP
0.78
P/E Ratio
Winner
SCHD
18.10
RSP
24.78
Forward P/E
Winner
SCHD
15.07
RSP
17.64
PEG Ratio
SCHD
0.93
RSP
N/A
5Y Dividends CAGR
SCHD
8.35%
Winner
RSP
10.07%
5Y EPS CAGR
SCHD
7.34%
Winner
RSP
11.33%
Debt to Equity
SCHD
58.10%
Winner
RSP
18.92%
P/S Ratio
Winner
SCHD
1.81
RSP
1.94
P/B Ratio
SCHD
3.76
Winner
RSP
3.31
SCHD vs RSP - Holdings Comparison
SCHD and RSP have 47 common holdings. Overlap is 8.91%
SCHD's top 25 holdings weight is 78.68%. RSP's top 25 holdings weight is 6.02%.
| Rank | SCHD | RSP |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 4.41% | MODERNA INC (MRNA) - 0.29% |
| #2 | THE HOME DEPOT INC (HD) - 4.34% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.26% |
| #3 | MERCK & CO INC (MRK) - 4.28% | BIO-TECHNE CORP (TECH) - 0.26% |
| #4 | AMGEN INC (AMGN) - 4.21% | PAYPAL HOLDINGS INC (PYPL) - 0.26% |
| #5 | PROCTER & GAMBLE CO (PG) - 4.20% | PALO ALTO NETWORKS INC (PANW) - 0.26% |
| #6 | COCA-COLA CO (KO) - 4.16% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.25% |
| #7 | ABBOTT LABORATORIES (ABT) - 4.07% | n/a (CRL) - 0.24% |
| #8 | TEXAS INSTRUMENTS INC (TXN) - 3.88% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.24% |
| #9 | CHEVRON CORP (CVX) - 3.80% | GE VERNOVA INC (GEV) - 0.24% |
| #10 | PEPSICO INC (PEP) - 3.77% | BLOCK INC CLASS A (XYZ) - 0.24% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 3.65% | GLOBAL PAYMENTS INC (GPN) - 0.24% |
| #12 | CONOCOPHILLIPS (COP) - 3.55% | GENUINE PARTS CO (GPC) - 0.24% |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 3.14% | EXPEDIA GROUP INC (EXPE) - 0.24% |
| #14 | ALTRIA GROUP INC (MO) - 3.08% | META PLATFORMS INC CLASS A (META) - 0.23% |
| #15 | QUALCOMM INC (QCOM) - 2.83% | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 0.23% |
| #16 | LOCKHEED MARTIN CORP (LMT) - 2.73% | FORTINET INC (FTNT) - 0.23% |
| #17 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.59% | CAPITAL ONE FINANCIAL CORP (COF) - 0.23% |
| #18 | BLACKSTONE INC (BX) - 2.47% | JACK HENRY & ASSOCIATES INC (JKHY) - 0.23% |
| #19 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.21% | n/a (ZBRA) - 0.23% |
| #20 | ACCENTURE PLC CLASS A (ACN) - 2.20% | THE MOSAIC CO (MOS) - 0.23% |
| #21 | COMCAST CORP CLASS A (CMCSA) - 2.19% | AXON ENTERPRISE INC (AXON) - 0.23% |
| #22 | EOG RESOURCES INC (EOG) - 1.92% | ADVANCED MICRO DEVICES INC (AMD) - 0.23% |
| #23 | SLB LTD (SLB) - 1.86% | AMERIPRISE FINANCIAL INC (AMP) - 0.23% |
| #24 | TARGET CORP (TGT) - 1.64% | APPLIED MATERIALS INC (AMAT) - 0.23% |
| #25 | ONEOK INC (OKE) - 1.50% | UNITED AIRLINES HOLDINGS INC (UAL) - 0.23% |
| Total Holdings | 103 | 508 |
SCHD vs RSP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHD
+3.74%
RSP
+1.50%
3M
Winner
SCHD
+6.78%
RSP
+5.45%
6M
Winner
SCHD
+14.44%
RSP
+7.57%
1Y
Winner
SCHD
+26.23%
RSP
+17.83%
5Y(CAGR)
Winner
SCHD
+9.21%
RSP
+8.91%
10Y(CAGR)
Winner
SCHD
+12.42%
RSP
+11.74%
Max(CAGR)
Winner
SCHD
+13.28%
RSP
+11.25%
SCHD vs RSP - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | SCHD | RSP |
|---|---|---|
| 2026 | +20.30% | +11.21% |
| 2025 | +4.56% | +11.52% |
| 2024 | +10.86% | +12.75% |
| 2023 | +4.71% | +13.80% |
| 2022 | -3.21% | -11.70% |
| 2021 | +31.74% | +31.31% |
| 2020 | +14.78% | +12.39% |
| 2019 | +27.28% | +28.83% |
| 2018 | -5.85% | -8.50% |
| 2017 | +20.20% | +17.57% |
| 2016 | +17.78% | +15.79% |
| 2015 | -0.21% | -2.63% |
| 2014 | +12.79% | +15.11% |
| 2013 | +30.09% | +32.31% |
| 2012 | +10.39% | +15.39% |
| 2011 | +5.31% | -1.67% |
| 2010 | N/A | +19.41% |
| 2009 | N/A | +39.86% |
| 2008 | N/A | -39.14% |
| 2007 | N/A | +0.94% |
| 2006 | N/A | +13.51% |
| 2005 | N/A | +8.91% |
| 2004 | N/A | +17.03% |
| 2003 | N/A | +33.45% |
SCHD vs RSP Drawdown Comparison
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The maximum drawdown for RSP was -59.93%, occurring on Mar 9, 2009. Recovery took 897 trading sessions.
The current SCHD drawdown is -0.67%. The current RSP drawdown is -1.07%.
| Rank | SCHD | RSP |
|---|---|---|
| #1 | -33.37% Jan 23, 2020 - Sep 2, 2020 | -59.93% Jul 19, 2007 - Feb 8, 2011 |
| #2 | -17.07% Sep 21, 2018 - Apr 4, 2019 | -39.02% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -16.82% Jan 11, 2022 - Dec 27, 2023 | -22.88% Jul 7, 2011 - Mar 13, 2012 |
| #4 | -16.13% Nov 29, 2024 - Jan 8, 2026 | -21.39% Jan 4, 2022 - Jan 29, 2024 |
| #5 | -13.93% Mar 2, 2015 - Mar 11, 2016 | -19.77% Sep 21, 2018 - Apr 5, 2019 |
| #6 | -12.37% Jan 26, 2018 - Sep 20, 2018 | -17.82% Nov 29, 2024 - Jul 10, 2025 |
| #7 | -8.68% Apr 23, 2019 - Jul 23, 2019 | -16.95% May 21, 2015 - Jun 7, 2016 |
| #8 | -7.63% Sep 2, 2020 - Oct 8, 2020 | -11.22% Mar 26, 2012 - Sep 6, 2012 |
| #9 | -7.10% Jul 26, 2019 - Sep 10, 2019 | -9.90% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -6.88% Oct 12, 2020 - Nov 9, 2020 | -8.85% May 8, 2006 - Oct 5, 2006 |
| #11 | -6.77% Oct 28, 2011 - Dec 6, 2011 | -8.68% Jun 30, 2004 - Oct 6, 2004 |
| #12 | -6.68% Dec 31, 2013 - Mar 25, 2014 | -8.16% Sep 5, 2014 - Oct 31, 2014 |
| #13 | -6.50% Sep 19, 2014 - Oct 31, 2014 | -7.86% Feb 27, 2026 - May 6, 2026 |
| #14 | -6.34% Apr 2, 2012 - Jul 3, 2012 | -7.52% Mar 7, 2005 - Jun 16, 2005 |
| #15 | -6.23% Oct 18, 2012 - Jan 4, 2013 | -7.46% Mar 5, 2004 - Jun 30, 2004 |
Correlation
Correlation between SCHD and RSP is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2003 - 2026)
SCHD vs RSP dividend yield comparison.
| Year | SCHD | RSP |
|---|---|---|
| 2026 | 1.55% | 0.76% |
| 2025 | 3.82% | 1.64% |
| 2024 | 3.64% | 1.52% |
| 2023 | 3.49% | 1.64% |
| 2022 | 3.39% | 1.82% |
| 2021 | 2.78% | 1.28% |
| 2020 | 3.16% | 1.64% |
| 2019 | 2.98% | 1.69% |
| 2018 | 3.06% | 2.02% |
| 2017 | 2.63% | 1.52% |
| 2016 | 2.89% | 1.20% |
| 2015 | 2.97% | 1.70% |
| 2014 | 2.63% | 1.45% |
| 2013 | 2.47% | 1.27% |
| 2012 | 2.86% | 1.64% |
| 2011 | 0.47% | 1.55% |
| 2010 | 0.00% | 1.27% |
| 2009 | 0.00% | 1.33% |
| 2008 | 0.00% | 2.33% |
| 2007 | 0.00% | 1.30% |
| 2006 | 0.00% | 1.10% |
| 2005 | 0.00% | 1.05% |
| 2004 | 0.00% | 0.94% |
| 2003 | 0.00% | 0.74% |
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