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
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%.
| Rank | SCHD | VYM |
|---|---|---|
| #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 Holdings | 103 | 618 |
SCHD vs VYM - Historical Returns
Returns include dividend reinvestment.
SCHD vs VYM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SCHD | VYM |
|---|---|---|
| 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% |
| 2010 | N/A | +12.74% |
| 2009 | N/A | +14.51% |
| 2008 | N/A | -31.05% |
| 2007 | N/A | +1.36% |
| 2006 | N/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%.
| Rank | SCHD | VYM |
|---|---|---|
| #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.
Dividend Comparison (2006 - 2026)
SCHD vs VYM dividend yield comparison.
| Year | SCHD | VYM |
|---|---|---|
| 2026 | 0.80% | 1.16% |
| 2025 | 3.82% | 2.44% |
| 2024 | 8.98% | 2.74% |
| 2023 | 10.47% | 3.12% |
| 2022 | 10.17% | 3.01% |
| 2021 | 8.35% | 2.76% |
| 2020 | 9.49% | 3.18% |
| 2019 | 8.93% | 3.03% |
| 2018 | 9.19% | 3.40% |
| 2017 | 7.89% | 2.80% |
| 2016 | 8.66% | 2.91% |
| 2015 | 8.92% | 3.22% |
| 2014 | 7.88% | 2.78% |
| 2013 | 7.40% | 2.81% |
| 2012 | 8.57% | 3.23% |
| 2011 | 1.39% | 2.93% |
| 2010 | 0.00% | 2.58% |
| 2009 | 0.00% | 3.07% |
| 2008 | 0.00% | 4.29% |
| 2007 | 0.00% | 2.66% |
| 2006 | 0.00% | 0.34% |
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