SCHD vs SPHD
Comparison between SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceSCHD has outperformed SPHD, delivering a return of +9.2% compared to +8.1%
SCHD vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHD
$96B
SPHD
$3.30B
Expense Ratio
Winner
SCHD
0.06%
SPHD
0.30%
Max Drawdown
Winner
SCHD
33.37%
SPHD
42.14%
Sharpe Ratio
Winner
SCHD
1.81
SPHD
0.82
5Y Beta
SCHD
0.53
Winner
SPHD
0.36
P/E Ratio
Winner
SCHD
18.10
SPHD
20.16
Forward P/E
SCHD
15.07
Winner
SPHD
14.47
PEG Ratio
SCHD
0.93
Winner
SPHD
0.49
5Y Dividends CAGR
Winner
SCHD
8.35%
SPHD
6.97%
5Y EPS CAGR
Winner
SCHD
7.34%
SPHD
4.93%
Debt to Equity
SCHD
58.10%
Winner
SPHD
-40.77%
P/S Ratio
Winner
SCHD
1.81
SPHD
2.12
P/B Ratio
SCHD
3.76
Winner
SPHD
1.96
SCHD vs SPHD - Holdings Comparison
SCHD and SPHD have 15 common holdings. Overlap is 21.00%
SCHD's top 25 holdings weight is 78.68%. SPHD's top 25 holdings weight is 62.34%.
| Rank | SCHD | SPHD |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 4.41% | HEALTHPEAK PROPERTIES INC (DOC) - 3.65% |
| #2 | THE HOME DEPOT INC (HD) - 4.34% | ALTRIA GROUP INC (MO) - 3.47% |
| #3 | MERCK & CO INC (MRK) - 4.28% | THE KRAFT HEINZ CO (KHC) - 3.19% |
| #4 | AMGEN INC (AMGN) - 4.21% | VERIZON COMMUNICATIONS INC (VZ) - 3.10% |
| #5 | PROCTER & GAMBLE CO (PG) - 4.20% | FRANKLIN RESOURCES INC (BEN) - 3.03% |
| #6 | COCA-COLA CO (KO) - 4.16% | ONEOK INC (OKE) - 2.86% |
| #7 | ABBOTT LABORATORIES (ABT) - 4.07% | PFIZER INC (PFE) - 2.82% |
| #8 | TEXAS INSTRUMENTS INC (TXN) - 3.88% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.68% |
| #9 | CHEVRON CORP (CVX) - 3.80% | KIMCO REALTY CORP (KIM) - 2.54% |
| #10 | PEPSICO INC (PEP) - 3.77% | REALTY INCOME CORP (O) - 2.49% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 3.65% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.48% |
| #12 | CONOCOPHILLIPS (COP) - 3.55% | T. ROWE PRICE GROUP INC (TROW) - 2.36% |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 3.14% | DOMINION ENERGY INC (D) - 2.26% |
| #14 | ALTRIA GROUP INC (MO) - 3.08% | KIMBERLY-CLARK CORP (KMB) - 2.26% |
| #15 | QUALCOMM INC (QCOM) - 2.83% | BXP INC (BXP) - 2.21% |
| #16 | LOCKHEED MARTIN CORP (LMT) - 2.73% | PUBLIC STORAGE (PSA) - 2.14% |
| #17 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.59% | HORMEL FOODS CORP (HRL) - 2.14% |
| #18 | BLACKSTONE INC (BX) - 2.47% | PRUDENTIAL FINANCIAL INC (PRU) - 2.14% |
| #19 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.21% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.12% |
| #20 | ACCENTURE PLC CLASS A (ACN) - 2.20% | EXTRA SPACE STORAGE INC (EXR) - 2.11% |
| #21 | COMCAST CORP CLASS A (CMCSA) - 2.19% | CHEVRON CORP (CVX) - 2.08% |
| #22 | EOG RESOURCES INC (EOG) - 1.92% | UDR INC (UDR) - 2.08% |
| #23 | SLB LTD (SLB) - 1.86% | CROWN CASTLE INC (CCI) - 2.07% |
| #24 | TARGET CORP (TGT) - 1.64% | EOG RESOURCES INC (EOG) - 2.03% |
| #25 | ONEOK INC (OKE) - 1.50% | KINDER MORGAN INC CLASS P (KMI) - 2.03% |
| Total Holdings | 103 | 54 |
SCHD vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
SCHD
+3.74%
Winner
SPHD
+5.22%
3M
SCHD
+6.78%
Winner
SPHD
+7.02%
6M
Winner
SCHD
+14.44%
SPHD
+8.57%
1Y
Winner
SCHD
+26.23%
SPHD
+13.66%
5Y(CAGR)
Winner
SCHD
+9.21%
SPHD
+8.05%
10Y(CAGR)
Winner
SCHD
+12.42%
SPHD
+7.21%
Max(CAGR)
Winner
SCHD
+13.28%
SPHD
+9.85%
SCHD vs SPHD - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SCHD | SPHD |
|---|---|---|
| 2026 | +20.30% | +11.48% |
| 2025 | +4.56% | +3.29% |
| 2024 | +10.86% | +16.18% |
| 2023 | +4.71% | +0.93% |
| 2022 | -3.21% | +0.31% |
| 2021 | +31.74% | +26.77% |
| 2020 | +14.78% | -8.99% |
| 2019 | +27.28% | +20.89% |
| 2018 | -5.85% | -6.32% |
| 2017 | +20.20% | +10.79% |
| 2016 | +17.78% | +23.47% |
| 2015 | -0.21% | +4.85% |
| 2014 | +12.79% | +21.27% |
| 2013 | +30.09% | +18.33% |
| 2012 | +10.39% | -1.73% |
| 2011 | +5.31% | N/A |
SCHD vs SPHD Drawdown Comparison
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current SCHD drawdown is -0.67%. The current SPHD drawdown is -1.38%.
| Rank | SCHD | SPHD |
|---|---|---|
| #1 | -33.37% Jan 23, 2020 - Sep 2, 2020 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -17.07% Sep 21, 2018 - Apr 4, 2019 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -16.82% Jan 11, 2022 - Dec 27, 2023 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -16.13% Nov 29, 2024 - Jan 8, 2026 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -13.93% Mar 2, 2015 - Mar 11, 2016 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -12.37% Jan 26, 2018 - Sep 20, 2018 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -8.68% Apr 23, 2019 - Jul 23, 2019 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -7.63% Sep 2, 2020 - Oct 8, 2020 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -7.10% Jul 26, 2019 - Sep 10, 2019 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -6.88% Oct 12, 2020 - Nov 9, 2020 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -6.77% Oct 28, 2011 - Dec 6, 2011 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -6.68% Dec 31, 2013 - Mar 25, 2014 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -6.50% Sep 19, 2014 - Oct 31, 2014 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -6.34% Apr 2, 2012 - Jul 3, 2012 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -6.23% Oct 18, 2012 - Jan 4, 2013 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between SCHD and SPHD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
SCHD vs SPHD dividend yield comparison.
| Year | SCHD | SPHD |
|---|---|---|
| 2026 | 1.55% | 2.80% |
| 2025 | 3.82% | 4.02% |
| 2024 | 3.64% | 3.41% |
| 2023 | 3.49% | 4.48% |
| 2022 | 3.39% | 3.89% |
| 2021 | 2.78% | 3.45% |
| 2020 | 3.16% | 4.89% |
| 2019 | 2.98% | 4.07% |
| 2018 | 3.06% | 4.40% |
| 2017 | 2.63% | 3.14% |
| 2016 | 2.89% | 3.83% |
| 2015 | 2.97% | 3.49% |
| 2014 | 2.63% | 3.24% |
| 2013 | 2.47% | 3.68% |
| 2012 | 2.86% | 0.93% |
| 2011 | 0.47% | 0.00% |
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