SCHD vs SPY
Comparison between SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SCHD, delivering a return of +13.2% compared to +9.6%
SCHD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHD
$96B
Winner
SPY
$781B
Expense Ratio
Winner
SCHD
0.06%
SPY
0.09%
Max Drawdown
Winner
SCHD
33.37%
SPY
56.47%
Sharpe Ratio
Winner
SCHD
2.14
SPY
1.43
5Y Beta
Winner
SCHD
0.52
SPY
1.00
P/E Ratio
Winner
SCHD
18.19
SPY
26.48
Forward P/E
Winner
SCHD
15.13
SPY
20.89
PEG Ratio
SCHD
0.75
Winner
SPY
0.30
5Y Dividends CAGR
Winner
SCHD
8.35%
SPY
6.00%
5Y EPS CAGR
SCHD
9.15%
Winner
SPY
26.40%
Debt to Equity
Winner
SCHD
43.73%
SPY
48.17%
P/S Ratio
Winner
SCHD
1.82
SPY
3.72
P/B Ratio
Winner
SCHD
3.71
SPY
5.55
SCHD vs SPY - Holdings Comparison
SCHD and SPY have 47 common holdings. Overlap is 7.80%
SCHD's top 25 holdings weight is 78.79%. SPY's top 25 holdings weight is 51.49%.
| Rank | SCHD | SPY |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 4.53% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | ABBOTT LABORATORIES (ABT) - 4.48% | APPLE INC (AAPL) - 7.44% |
| #3 | MERCK & CO INC (MRK) - 4.31% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | AMGEN INC (AMGN) - 4.24% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | THE HOME DEPOT INC (HD) - 4.15% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | PROCTER & GAMBLE CO (PG) - 4.13% | BROADCOM INC (AVGO) - 2.83% |
| #7 | COCA-COLA CO (KO) - 4.07% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | CHEVRON CORP (CVX) - 3.94% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | PEPSICO INC (PEP) - 3.71% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | TEXAS INSTRUMENTS INC (TXN) - 3.69% | TESLA INC (TSLA) - 1.65% |
| #11 | CONOCOPHILLIPS (COP) - 3.69% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 3.67% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 3.21% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | ALTRIA GROUP INC (MO) - 3.14% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | QUALCOMM INC (QCOM) - 2.72% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | LOCKHEED MARTIN CORP (LMT) - 2.65% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.54% | VISA INC CLASS A (V) - 0.91% |
| #18 | BLACKSTONE INC (BX) - 2.38% | INTEL CORP (INTC) - 0.77% |
| #19 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.24% | WALMART INC (WMT) - 0.75% |
| #20 | ACCENTURE PLC CLASS A (ACN) - 2.23% | ABBVIE INC (ABBV) - 0.70% |
| #21 | COMCAST CORP CLASS A (CMCSA) - 2.19% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | EOG RESOURCES INC (EOG) - 1.97% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | SLB LTD (SLB) - 1.80% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | TARGET CORP (TGT) - 1.62% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | ONEOK INC (OKE) - 1.49% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 103 | 505 |
SCHD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHD
+4.53%
SPY
+2.30%
3M
Winner
SCHD
+7.29%
SPY
+5.00%
6M
SCHD
+8.85%
Winner
SPY
+11.88%
1Y
Winner
SCHD
+30.93%
SPY
+22.80%
5Y(CAGR)
SCHD
+9.57%
Winner
SPY
+13.20%
10Y(CAGR)
SCHD
+12.75%
Winner
SPY
+15.26%
Max(CAGR)
Winner
SCHD
+13.44%
SPY
+8.59%
SCHD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHD | SPY |
|---|---|---|
| 2026 | +23.53% | +13.10% |
| 2025 | +4.56% | +18.00% |
| 2024 | +10.86% | +25.59% |
| 2023 | +4.71% | +26.72% |
| 2022 | -3.21% | -18.64% |
| 2021 | +31.74% | +30.52% |
| 2020 | +14.78% | +17.28% |
| 2019 | +27.28% | +31.09% |
| 2018 | -5.85% | -5.24% |
| 2017 | +20.20% | +20.78% |
| 2016 | +17.78% | +13.59% |
| 2015 | -0.21% | +1.31% |
| 2014 | +12.79% | +14.56% |
| 2013 | +30.09% | +29.00% |
| 2012 | +10.39% | +14.17% |
| 2011 | +5.31% | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SCHD vs SPY Drawdown Comparison
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SCHD drawdown is -0.56%. The current SPY drawdown is -0.36%.
| Rank | SCHD | SPY |
|---|---|---|
| #1 | -33.37% Jan 23, 2020 - Sep 2, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -17.07% Sep 21, 2018 - Apr 4, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.82% Jan 11, 2022 - Dec 27, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.13% Nov 29, 2024 - Jan 8, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.93% Mar 2, 2015 - Mar 11, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.37% Jan 26, 2018 - Sep 20, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.68% Apr 23, 2019 - Jul 23, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.63% Sep 2, 2020 - Oct 8, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.10% Jul 26, 2019 - Sep 10, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.88% Oct 12, 2020 - Nov 9, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.77% Oct 28, 2011 - Dec 6, 2011 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.68% Dec 31, 2013 - Mar 25, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.50% Sep 19, 2014 - Oct 31, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.34% Apr 2, 2012 - Jul 3, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.23% Oct 18, 2012 - Jan 4, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCHD and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
SCHD vs SPY dividend yield comparison.
| Year | SCHD | SPY |
|---|---|---|
| 2026 | 1.51% | 0.48% |
| 2025 | 3.82% | 1.07% |
| 2024 | 3.64% | 1.21% |
| 2023 | 3.49% | 1.40% |
| 2022 | 3.39% | 1.65% |
| 2021 | 2.78% | 1.20% |
| 2020 | 3.16% | 1.52% |
| 2019 | 2.98% | 1.75% |
| 2018 | 3.06% | 2.04% |
| 2017 | 2.63% | 1.80% |
| 2016 | 2.89% | 2.03% |
| 2015 | 2.97% | 2.06% |
| 2014 | 2.63% | 1.87% |
| 2013 | 2.47% | 1.81% |
| 2012 | 2.86% | 2.18% |
| 2011 | 0.47% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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