SPY vs SCHD
Comparison between SPDR S&P 500 ETF Trust (SPY, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceSPY has outperformed SCHD, delivering a return of +13.3% compared to +8.3%
SPY vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPY
$735B
SCHD
$91B
Expense Ratio
SPY
0.09%
Winner
SCHD
0.06%
Max Drawdown
SPY
56.47%
Winner
SCHD
33.37%
Sharpe Ratio
SPY
1.62
Winner
SCHD
1.95
5Y Beta
SPY
1.00
Winner
SCHD
0.54
P/E Ratio
SPY
28.99
Winner
SCHD
18.51
Forward P/E
SPY
22.37
Winner
SCHD
14.94
PEG Ratio
SPY
N/A
SCHD
0.96
5Y Dividends CAGR
SPY
5.43%
Winner
SCHD
9.11%
5Y EPS CAGR
Winner
SPY
26.05%
SCHD
7.28%
Debt to Equity
Winner
SPY
32.40%
SCHD
55.15%
P/S Ratio
SPY
3.74
Winner
SCHD
1.87
P/B Ratio
SPY
5.61
Winner
SCHD
3.86
SPY vs SCHD - Holdings Comparison
SPY and SCHD have 47 common holdings. Overlap is 7.82%
SPY's top 25 holdings weight is 52.37%. SCHD's top 25 holdings weight is 80.48%.
| Rank | SPY | SCHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.10% | QUALCOMM INC (QCOM) - 6.64% |
| #2 | APPLE INC (AAPL) - 7.02% | TEXAS INSTRUMENTS INC (TXN) - 6.24% |
| #3 | MICROSOFT CORP (MSFT) - 4.79% | UNITEDHEALTH GROUP INC (UNH) - 5.02% |
| #4 | AMAZON.COM INC (AMZN) - 4.02% | COCA-COLA CO (KO) - 4.01% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.51% | MERCK & CO INC (MRK) - 3.87% |
| #6 | BROADCOM INC (AVGO) - 3.10% | CHEVRON CORP (CVX) - 3.86% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.79% | VERIZON COMMUNICATIONS INC (VZ) - 3.68% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.08% | CONOCOPHILLIPS (COP) - 3.57% |
| #9 | TESLA INC (TSLA) - 1.89% | PROCTER & GAMBLE CO (PG) - 3.51% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.56% | PEPSICO INC (PEP) - 3.46% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% | AMGEN INC (AMGN) - 3.44% |
| #12 | ELI LILLY AND CO (LLY) - 1.31% | THE HOME DEPOT INC (HD) - 3.27% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.28% | ALTRIA GROUP INC (MO) - 3.04% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.27% | ABBOTT LABORATORIES (ABT) - 2.98% |
| #15 | EXXON MOBIL CORP (XOM) - 0.97% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.96% |
| #16 | INTEL CORP (INTC) - 0.90% | ACCENTURE PLC CLASS A (ACN) - 2.73% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.86% | LOCKHEED MARTIN CORP (LMT) - 2.70% |
| #18 | VISA INC CLASS A (V) - 0.85% | COMCAST CORP CLASS A (CMCSA) - 2.26% |
| #19 | WALMART INC (WMT) - 0.81% | BLACKSTONE INC (BX) - 2.21% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.72% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.20% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.69% | SLB LTD (SLB) - 2.17% |
| #22 | CATERPILLAR INC (CAT) - 0.66% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.89% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.62% | EOG RESOURCES INC (EOG) - 1.85% |
| #24 | LAM RESEARCH CORP (LRCX) - 0.62% | FORD MOTOR CO (F) - 1.50% |
| #25 | ABBVIE INC (ABBV) - 0.58% | ONEOK INC (OKE) - 1.42% |
| Total Holdings | 505 | 103 |
SPY vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
SPY
+1.90%
Winner
SCHD
+1.92%
3M
Winner
SPY
+8.55%
SCHD
+4.20%
6M
SPY
+8.18%
Winner
SCHD
+18.73%
1Y
SPY
+25.79%
Winner
SCHD
+27.89%
5Y(CAGR)
Winner
SPY
+13.32%
SCHD
+8.32%
10Y(CAGR)
Winner
SPY
+15.19%
SCHD
+12.70%
Max(CAGR)
SPY
+8.47%
Winner
SCHD
+13.21%
SPY vs SCHD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPY | SCHD |
|---|---|---|
| 2026 | +8.26% | +17.46% |
| 2025 | +18.00% | +4.56% |
| 2024 | +25.59% | +10.86% |
| 2023 | +26.72% | +4.71% |
| 2022 | -18.64% | -3.21% |
| 2021 | +30.52% | +31.74% |
| 2020 | +17.28% | +14.78% |
| 2019 | +31.09% | +27.28% |
| 2018 | -5.24% | -5.85% |
| 2017 | +20.78% | +20.20% |
| 2016 | +13.59% | +17.78% |
| 2015 | +1.31% | -0.21% |
| 2014 | +14.56% | +12.79% |
| 2013 | +29.00% | +30.09% |
| 2012 | +14.17% | +10.39% |
| 2011 | +0.85% | +5.31% |
| 2010 | +13.14% | N/A |
| 2009 | +22.67% | N/A |
| 2008 | -36.25% | N/A |
| 2007 | +5.32% | N/A |
| 2006 | +13.85% | N/A |
| 2005 | +5.32% | N/A |
| 2004 | +10.75% | N/A |
| 2003 | +24.18% | N/A |
| 2002 | -22.42% | N/A |
| 2001 | -10.13% | N/A |
| 2000 | -8.84% | N/A |
| 1999 | +8.61% | N/A |
SPY vs SCHD Drawdown Comparison
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current SPY drawdown is -2.90%. The current SCHD drawdown is -1.61%.
| Rank | SPY | SCHD |
|---|---|---|
| #1 | -55.20% Oct 9, 2007 - Aug 16, 2012 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -47.50% Mar 24, 2000 - Oct 26, 2006 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -33.70% Feb 19, 2020 - Aug 10, 2020 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -24.50% Jan 3, 2022 - Dec 13, 2023 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -19.34% Sep 20, 2018 - Apr 12, 2019 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -18.76% Feb 19, 2025 - Jun 26, 2025 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -13.02% Jul 20, 2015 - Apr 18, 2016 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -10.10% Jan 26, 2018 - Aug 6, 2018 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -9.44% Sep 2, 2020 - Nov 11, 2020 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -9.30% Jan 19, 2000 - Mar 17, 2000 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -9.05% Jul 19, 2007 - Oct 5, 2007 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -8.88% Jan 27, 2026 - Apr 14, 2026 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -8.41% Jul 16, 2024 - Sep 19, 2024 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -7.35% Sep 14, 2012 - Jan 2, 2013 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -7.27% Sep 18, 2014 - Oct 31, 2014 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between SPY and SCHD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
SPY vs SCHD dividend yield comparison.
| Year | SPY | SCHD |
|---|---|---|
| 2026 | 0.24% | 0.80% |
| 2025 | 1.07% | 3.82% |
| 2024 | 1.21% | 3.64% |
| 2023 | 1.40% | 3.49% |
| 2022 | 1.65% | 3.39% |
| 2021 | 1.20% | 2.78% |
| 2020 | 1.52% | 3.16% |
| 2019 | 1.75% | 2.98% |
| 2018 | 2.04% | 3.06% |
| 2017 | 1.80% | 2.63% |
| 2016 | 2.03% | 2.89% |
| 2015 | 2.06% | 2.97% |
| 2014 | 1.87% | 2.63% |
| 2013 | 1.81% | 2.47% |
| 2012 | 2.18% | 2.86% |
| 2011 | 2.05% | 0.47% |
| 2010 | 1.80% | 0.00% |
| 2009 | 1.95% | 0.00% |
| 2008 | 3.02% | 0.00% |
| 2007 | 1.85% | 0.00% |
| 2006 | 1.73% | 0.00% |
| 2005 | 1.73% | 0.00% |
| 2004 | 1.82% | 0.00% |
| 2003 | 1.47% | 0.00% |
| 2002 | 1.70% | 0.00% |
| 2001 | 1.25% | 0.00% |
| 2000 | 1.15% | 0.00% |
| 1999 | 0.24% | 0.00% |
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