VYM vs SCHD
Comparison between VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceSCHD has outperformed VYM, delivering a return of +13.9% compared to +12.1%
VYM vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VYM
$96B
SCHD
$95B
Expense Ratio
Winner
VYM
0.04%
SCHD
0.06%
Max Drawdown
VYM
58.80%
Winner
SCHD
33.37%
Sharpe Ratio
Winner
VYM
1.85
SCHD
1.71
5Y Beta
VYM
0.68
Winner
SCHD
0.53
P/E Ratio
VYM
21.38
Winner
SCHD
17.92
Forward P/E
VYM
16.15
Winner
SCHD
14.52
PEG Ratio
VYM
N/A
SCHD
0.97
5Y Dividends CAGR
VYM
8.35%
Winner
SCHD
9.11%
5Y EPS CAGR
Winner
VYM
11.58%
SCHD
7.01%
Debt to Equity
Winner
VYM
26.25%
SCHD
55.02%
P/S Ratio
VYM
2.09
Winner
SCHD
1.79
P/B Ratio
Winner
VYM
3.22
SCHD
3.71
VYM vs SCHD - Holdings Comparison
VYM and SCHD have 81 common holdings. Overlap is 21.24%
VYM's top 25 holdings weight is 43.00%. SCHD's top 25 holdings weight is 79.91%.
| Rank | VYM | SCHD |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.49% | TEXAS INSTRUMENTS INC (TXN) - 5.94% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.13% | QUALCOMM INC (QCOM) - 5.82% |
| #3 | EXXON MOBIL CORP (XOM) - 2.52% | UNITEDHEALTH GROUP INC (UNH) - 5.45% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.23% | COCA-COLA CO (KO) - 4.08% |
| #5 | CISCO SYSTEMS INC (CSCO) - 1.97% | MERCK & CO INC (MRK) - 3.82% |
| #6 | CATERPILLAR INC (CAT) - 1.67% | CHEVRON CORP (CVX) - 3.80% |
| #7 | ABBVIE INC (ABBV) - 1.59% | PROCTER & GAMBLE CO (PG) - 3.79% |
| #8 | ORACLE CORP (ORCL) - 1.56% | AMGEN INC (AMGN) - 3.59% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.42% | VERIZON COMMUNICATIONS INC (VZ) - 3.57% |
| #10 | CHEVRON CORP (CVX) - 1.41% | THE HOME DEPOT INC (HD) - 3.53% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.39% | CONOCOPHILLIPS (COP) - 3.49% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.39% | PEPSICO INC (PEP) - 3.44% |
| #13 | THE HOME DEPOT INC (HD) - 1.30% | ABBOTT LABORATORIES (ABT) - 3.12% |
| #14 | COCA-COLA CO (KO) - 1.26% | ALTRIA GROUP INC (MO) - 2.97% |
| #15 | MERCK & CO INC (MRK) - 1.21% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.88% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% | LOCKHEED MARTIN CORP (LMT) - 2.76% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.14% | ACCENTURE PLC CLASS A (ACN) - 2.46% |
| #18 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.14% | BLACKSTONE INC (BX) - 2.40% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.14% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.26% |
| #20 | QUALCOMM INC (QCOM) - 1.10% | COMCAST CORP CLASS A (CMCSA) - 2.09% |
| #21 | RTX CORP (RTX) - 0.99% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.99% |
| #22 | WELLS FARGO & CO (WFC) - 0.99% | SLB LTD (SLB) - 1.93% |
| #23 | MORGAN STANLEY (MS) - 0.97% | EOG RESOURCES INC (EOG) - 1.85% |
| #24 | LINDE PLC (LIN) - 0.96% | TARGET CORP (TGT) - 1.48% |
| #25 | CITIGROUP INC (C) - 0.85% | FORD MOTOR CO (F) - 1.40% |
| Total Holdings | 618 | 103 |
VYM vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VYM
+0.26%
SCHD
-2.47%
3M
Winner
VYM
+8.47%
SCHD
+5.73%
6M
VYM
+10.84%
Winner
SCHD
+17.25%
1Y
VYM
+24.08%
Winner
SCHD
+24.55%
5Y(CAGR)
VYM
+12.06%
Winner
SCHD
+13.91%
10Y(CAGR)
VYM
+11.61%
Winner
SCHD
+18.59%
Max(CAGR)
VYM
+9.30%
Winner
SCHD
+19.41%
VYM vs SCHD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | VYM | SCHD |
|---|---|---|
| 2026 | +10.56% | +16.44% |
| 2025 | +15.47% | +4.56% |
| 2024 | +16.82% | +16.98% |
| 2023 | +6.76% | +12.61% |
| 2022 | -0.93% | +3.68% |
| 2021 | +27.75% | +39.81% |
| 2020 | +0.86% | +23.81% |
| 2019 | +23.87% | +35.50% |
| 2018 | -6.23% | -0.40% |
| 2017 | +15.80% | +27.17% |
| 2016 | +18.47% | +24.99% |
| 2015 | +0.30% | +5.84% |
| 2014 | +14.63% | +19.01% |
| 2013 | +27.05% | +37.22% |
| 2012 | +11.65% | +16.82% |
| 2011 | +9.87% | +6.32% |
| 2010 | +12.74% | N/A |
| 2009 | +14.51% | N/A |
| 2008 | -31.05% | N/A |
| 2007 | +1.36% | N/A |
| 2006 | +2.83% | N/A |
VYM vs SCHD Drawdown Comparison
The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current VYM drawdown is -1.28%. The current SCHD drawdown is -2.47%.
| Rank | VYM | SCHD |
|---|---|---|
| #1 | -56.97% Oct 9, 2007 - Mar 13, 2012 | -33.37% Jan 23, 2020 - Aug 7, 2020 |
| #2 | -35.22% Jan 17, 2020 - Dec 31, 2020 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #3 | -16.24% Jan 26, 2018 - Apr 12, 2019 | -14.98% Oct 2, 2018 - Feb 22, 2019 |
| #4 | -15.87% Apr 20, 2022 - Nov 30, 2022 | -12.51% Jan 11, 2022 - Nov 10, 2022 |
| #5 | -14.45% Feb 19, 2025 - Jun 30, 2025 | -12.40% May 15, 2015 - Oct 22, 2015 |
| #6 | -12.99% May 21, 2015 - Mar 17, 2016 | -11.47% Jan 26, 2018 - Aug 20, 2018 |
| #7 | -9.95% Nov 30, 2022 - Dec 13, 2023 | -9.64% Feb 2, 2023 - Jul 19, 2023 |
| #8 | -8.32% Jul 13, 2007 - Oct 5, 2007 | -9.23% Dec 29, 2015 - Mar 9, 2016 |
| #9 | -7.18% Apr 2, 2012 - Jul 3, 2012 | -9.18% Jul 31, 2023 - Dec 6, 2023 |
| #10 | -7.07% Oct 18, 2012 - Jan 10, 2013 | -8.68% Apr 23, 2019 - Jul 1, 2019 |
| #11 | -6.76% Jan 12, 2022 - Apr 20, 2022 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #12 | -6.70% Sep 19, 2014 - Oct 31, 2014 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #13 | -6.69% Feb 11, 2026 - Apr 23, 2026 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #14 | -6.31% Apr 30, 2019 - Jun 20, 2019 | -6.68% Dec 31, 2013 - Mar 24, 2014 |
| #15 | -6.16% Dec 31, 2013 - Mar 4, 2014 | -6.34% Apr 2, 2012 - Jun 19, 2012 |
Correlation
Correlation between VYM and SCHD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
VYM vs SCHD dividend yield comparison.
| Year | VYM | SCHD |
|---|---|---|
| 2026 | 1.16% | 0.80% |
| 2025 | 2.44% | 3.82% |
| 2024 | 2.74% | 8.98% |
| 2023 | 3.12% | 10.47% |
| 2022 | 3.01% | 10.17% |
| 2021 | 2.76% | 8.35% |
| 2020 | 3.18% | 9.49% |
| 2019 | 3.03% | 8.93% |
| 2018 | 3.40% | 9.19% |
| 2017 | 2.80% | 7.89% |
| 2016 | 2.91% | 8.66% |
| 2015 | 3.22% | 8.92% |
| 2014 | 2.78% | 7.88% |
| 2013 | 2.81% | 7.40% |
| 2012 | 3.23% | 8.57% |
| 2011 | 2.93% | 1.39% |
| 2010 | 2.58% | 0.00% |
| 2009 | 3.07% | 0.00% |
| 2008 | 4.29% | 0.00% |
| 2007 | 2.66% | 0.00% |
| 2006 | 0.34% | 0.00% |
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