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SCHD vs VYM

Comparison between SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF) and VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF).

5-Year PerformanceSCHD has outperformed VYM, delivering a return of +13.9% compared to +12.1%

SCHD vs VYM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHD
$95B
Winner
VYM
$96B
Expense Ratio
SCHD
0.06%
Winner
VYM
0.04%
Max Drawdown
Winner
SCHD
33.37%
VYM
58.80%
Sharpe Ratio
SCHD
1.71
Winner
VYM
1.85
5Y Beta
Winner
SCHD
0.53
VYM
0.68
P/E Ratio
Winner
SCHD
17.92
VYM
21.38
Forward P/E
Winner
SCHD
14.52
VYM
16.15
PEG Ratio
SCHD
0.97
VYM
N/A
5Y Dividends CAGR
Winner
SCHD
9.11%
VYM
8.35%
5Y EPS CAGR
SCHD
7.01%
Winner
VYM
11.58%
Debt to Equity
SCHD
55.02%
Winner
VYM
26.25%
P/S Ratio
Winner
SCHD
1.79
VYM
2.09
P/B Ratio
SCHD
3.71
Winner
VYM
3.22

SCHD vs VYM - Holdings Comparison

SCHD and VYM have 81 common holdings. Overlap is 21.24%

SCHD's top 25 holdings weight is 79.91%. VYM's top 25 holdings weight is 43.00%.

RankSCHDVYM
#1
TEXAS INSTRUMENTS INC (TXN) - 5.94%
BROADCOM INC (AVGO) - 8.49%
#2
QUALCOMM INC (QCOM) - 5.82%
JPMORGAN CHASE & CO (JPM) - 3.13%
#3
UNITEDHEALTH GROUP INC (UNH) - 5.45%
EXXON MOBIL CORP (XOM) - 2.52%
#4
COCA-COLA CO (KO) - 4.08%
JOHNSON & JOHNSON (JNJ) - 2.23%
#5
MERCK & CO INC (MRK) - 3.82%
CISCO SYSTEMS INC (CSCO) - 1.97%
#6
CHEVRON CORP (CVX) - 3.80%
CATERPILLAR INC (CAT) - 1.67%
#7
PROCTER & GAMBLE CO (PG) - 3.79%
ABBVIE INC (ABBV) - 1.59%
#8
AMGEN INC (AMGN) - 3.59%
ORACLE CORP (ORCL) - 1.56%
#9
VERIZON COMMUNICATIONS INC (VZ) - 3.57%
UNITEDHEALTH GROUP INC (UNH) - 1.42%
#10
THE HOME DEPOT INC (HD) - 3.53%
CHEVRON CORP (CVX) - 1.41%
#11
CONOCOPHILLIPS (COP) - 3.49%
BANK OF AMERICA CORP (BAC) - 1.39%
#12
PEPSICO INC (PEP) - 3.44%
PROCTER & GAMBLE CO (PG) - 1.39%
#13
ABBOTT LABORATORIES (ABT) - 3.12%
THE HOME DEPOT INC (HD) - 1.30%
#14
ALTRIA GROUP INC (MO) - 2.97%
COCA-COLA CO (KO) - 1.26%
#15
BRISTOL-MYERS SQUIBB CO (BMY) - 2.88%
MERCK & CO INC (MRK) - 1.21%
#16
LOCKHEED MARTIN CORP (LMT) - 2.76%
THE GOLDMAN SACHS GROUP INC (GS) - 1.18%
#17
ACCENTURE PLC CLASS A (ACN) - 2.46%
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.14%
#18
BLACKSTONE INC (BX) - 2.40%
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.14%
#19
AUTOMATIC DATA PROCESSING INC (ADP) - 2.26%
TEXAS INSTRUMENTS INC (TXN) - 1.14%
#20
COMCAST CORP CLASS A (CMCSA) - 2.09%
QUALCOMM INC (QCOM) - 1.10%
#21
UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.99%
RTX CORP (RTX) - 0.99%
#22
SLB LTD (SLB) - 1.93%
WELLS FARGO & CO (WFC) - 0.99%
#23
EOG RESOURCES INC (EOG) - 1.85%
MORGAN STANLEY (MS) - 0.97%
#24
TARGET CORP (TGT) - 1.48%
LINDE PLC (LIN) - 0.96%
#25
FORD MOTOR CO (F) - 1.40%
CITIGROUP INC (C) - 0.85%
Total Holdings103618

SCHD vs VYM - Historical Returns

Returns include dividend reinvestment.

1M
SCHD
-2.47%
Winner
VYM
+0.26%
3M
SCHD
+5.73%
Winner
VYM
+8.47%
6M
Winner
SCHD
+17.25%
VYM
+10.84%
1Y
Winner
SCHD
+24.55%
VYM
+24.08%
5Y(CAGR)
Winner
SCHD
+13.91%
VYM
+12.06%
10Y(CAGR)
Winner
SCHD
+18.59%
VYM
+11.61%
Max(CAGR)
Winner
SCHD
+19.41%
VYM
+9.30%

SCHD vs VYM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearSCHDVYM
2026+16.44%+10.56%
2025+4.56%+15.47%
2024+16.98%+16.82%
2023+12.61%+6.76%
2022+3.68%-0.93%
2021+39.81%+27.75%
2020+23.81%+0.86%
2019+35.50%+23.87%
2018-0.40%-6.23%
2017+27.17%+15.80%
2016+24.99%+18.47%
2015+5.84%+0.30%
2014+19.01%+14.63%
2013+37.22%+27.05%
2012+16.82%+11.65%
2011+6.32%+9.87%
2010N/A+12.74%
2009N/A+14.51%
2008N/A-31.05%
2007N/A+1.36%
2006N/A+2.83%

SCHD vs VYM Drawdown Comparison

The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.

The current SCHD drawdown is -2.47%. The current VYM drawdown is -1.28%.

RankSCHDVYM
#1-33.37%
Jan 23, 2020 - Aug 7, 2020
-56.97%
Oct 9, 2007 - Mar 13, 2012
#2-16.13%
Nov 29, 2024 - Jan 8, 2026
-35.22%
Jan 17, 2020 - Dec 31, 2020
#3-14.98%
Oct 2, 2018 - Feb 22, 2019
-16.24%
Jan 26, 2018 - Apr 12, 2019
#4-12.51%
Jan 11, 2022 - Nov 10, 2022
-15.87%
Apr 20, 2022 - Nov 30, 2022
#5-12.40%
May 15, 2015 - Oct 22, 2015
-14.45%
Feb 19, 2025 - Jun 30, 2025
#6-11.47%
Jan 26, 2018 - Aug 20, 2018
-12.99%
May 21, 2015 - Mar 17, 2016
#7-9.64%
Feb 2, 2023 - Jul 19, 2023
-9.95%
Nov 30, 2022 - Dec 13, 2023
#8-9.23%
Dec 29, 2015 - Mar 9, 2016
-8.32%
Jul 13, 2007 - Oct 5, 2007
#9-9.18%
Jul 31, 2023 - Dec 6, 2023
-7.18%
Apr 2, 2012 - Jul 3, 2012
#10-8.68%
Apr 23, 2019 - Jul 1, 2019
-7.07%
Oct 18, 2012 - Jan 10, 2013
#11-7.10%
Jul 26, 2019 - Sep 10, 2019
-6.76%
Jan 12, 2022 - Apr 20, 2022
#12-6.88%
Oct 12, 2020 - Nov 9, 2020
-6.70%
Sep 19, 2014 - Oct 31, 2014
#13-6.77%
Oct 28, 2011 - Dec 6, 2011
-6.69%
Feb 11, 2026 - Apr 23, 2026
#14-6.68%
Dec 31, 2013 - Mar 24, 2014
-6.31%
Apr 30, 2019 - Jun 20, 2019
#15-6.34%
Apr 2, 2012 - Jun 19, 2012
-6.16%
Dec 31, 2013 - Mar 4, 2014

Correlation

Correlation between SCHD and VYM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2006 - 2026)

SCHD vs VYM dividend yield comparison.

YearSCHDVYM
20260.80%1.16%
20253.82%2.44%
20248.98%2.74%
202310.47%3.12%
202210.17%3.01%
20218.35%2.76%
20209.49%3.18%
20198.93%3.03%
20189.19%3.40%
20177.89%2.80%
20168.66%2.91%
20158.92%3.22%
20147.88%2.78%
20137.40%2.81%
20128.57%3.23%
20111.39%2.93%
20100.00%2.58%
20090.00%3.07%
20080.00%4.29%
20070.00%2.66%
20060.00%0.34%

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