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 PerformanceVYM has outperformed SCHD, delivering a return of +10.9% compared to +7.9%
VYM vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VYM
$89B
SCHD
$85B
Expense Ratio
Winner
VYM
0.04%
SCHD
0.06%
Max Drawdown
VYM
58.80%
Winner
SCHD
33.37%
Sharpe Ratio
Winner
VYM
1.97
SCHD
1.90
5Y Beta
VYM
0.69
Winner
SCHD
0.55
P/E Ratio
VYM
20.83
Winner
SCHD
17.70
Forward P/E
VYM
16.15
Winner
SCHD
15.11
PEG Ratio
VYM
N/A
SCHD
0.94
5Y Dividends CAGR
Winner
VYM
13.15%
SCHD
9.11%
5Y EPS CAGR
Winner
VYM
12.11%
SCHD
8.09%
Debt to Equity
Winner
VYM
2.37%
SCHD
69.36%
P/S Ratio
VYM
2.05
Winner
SCHD
1.76
P/B Ratio
Winner
VYM
3.10
SCHD
3.55
VYM vs SCHD - Holdings Comparison
VYM and SCHD have 81 common holdings. Overlap is 21.72%
VYM's top 25 holdings weight is 40.63%. SCHD's top 25 holdings weight is 79.90%.
| Rank | VYM | SCHD |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 6.28% | TEXAS INSTRUMENTS INC (TXN) - 5.29% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.27% | UNITEDHEALTH GROUP INC (UNH) - 5.07% |
| #3 | EXXON MOBIL CORP (XOM) - 3.15% | QUALCOMM INC (QCOM) - 4.16% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.58% | CHEVRON CORP (CVX) - 4.09% |
| #5 | CHEVRON CORP (CVX) - 1.70% | COCA-COLA CO (KO) - 4.05% |
| #6 | ABBVIE INC (ABBV) - 1.69% | CONOCOPHILLIPS (COP) - 3.96% |
| #7 | PROCTER & GAMBLE CO (PG) - 1.49% | PEPSICO INC (PEP) - 3.85% |
| #8 | THE HOME DEPOT INC (HD) - 1.44% | PROCTER & GAMBLE CO (PG) - 3.81% |
| #9 | CATERPILLAR INC (CAT) - 1.44% | VERIZON COMMUNICATIONS INC (VZ) - 3.73% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.36% | MERCK & CO INC (MRK) - 3.69% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.34% | AMGEN INC (AMGN) - 3.62% |
| #12 | MERCK & CO INC (MRK) - 1.31% | THE HOME DEPOT INC (HD) - 3.60% |
| #13 | COCA-COLA CO (KO) - 1.30% | ABBOTT LABORATORIES (ABT) - 3.35% |
| #14 | RTX CORP (RTX) - 1.13% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.08% |
| #15 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.13% | ALTRIA GROUP INC (MO) - 2.96% |
| #16 | ORACLE CORP (ORCL) - 1.09% | ACCENTURE PLC CLASS A (ACN) - 2.84% |
| #17 | WELLS FARGO & CO (WFC) - 1.08% | LOCKHEED MARTIN CORP (LMT) - 2.69% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 1.08% | COMCAST CORP CLASS A (CMCSA) - 2.58% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.04% | BLACKSTONE INC (BX) - 2.36% |
| #20 | LINDE PLC (LIN) - 1.02% | SLB LTD (SLB) - 2.16% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.99% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.08% |
| #22 | MCDONALD'S CORP (MCD) - 0.98% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.00% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 0.93% | EOG RESOURCES INC (EOG) - 1.91% |
| #24 | PEPSICO INC (PEP) - 0.93% | TARGET CORP (TGT) - 1.50% |
| #25 | AT&T INC (T) - 0.88% | ONEOK INC (OKE) - 1.47% |
| Total Holdings | 623 | 104 |
VYM vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
VYM
+2.22%
Winner
SCHD
+2.46%
3M
VYM
+0.41%
Winner
SCHD
+1.71%
6M
VYM
+12.22%
Winner
SCHD
+20.54%
1Y
VYM
+26.65%
Winner
SCHD
+27.38%
5Y(CAGR)
Winner
VYM
+10.87%
SCHD
+7.92%
10Y(CAGR)
VYM
+11.80%
Winner
SCHD
+12.70%
Max(CAGR)
VYM
+9.23%
Winner
SCHD
+13.12%
VYM vs SCHD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | VYM | SCHD |
|---|---|---|
| 2026 | +8.03% | +14.99% |
| 2025 | +15.47% | +4.56% |
| 2024 | +16.82% | +10.86% |
| 2023 | +6.76% | +4.71% |
| 2022 | -0.93% | -3.21% |
| 2021 | +27.75% | +31.74% |
| 2020 | +0.86% | +14.78% |
| 2019 | +23.87% | +27.28% |
| 2018 | -6.23% | -5.85% |
| 2017 | +15.80% | +20.20% |
| 2016 | +18.47% | +17.78% |
| 2015 | +0.30% | -0.21% |
| 2014 | +14.63% | +12.79% |
| 2013 | +27.05% | +30.09% |
| 2012 | +11.65% | +10.39% |
| 2011 | +9.87% | +5.31% |
| 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 155 trading sessions.
The current VYM drawdown is -1.10%. The current SCHD drawdown is -1.40%.
| Rank | VYM | SCHD |
|---|---|---|
| #1 | -56.97% Oct 9, 2007 - Mar 13, 2012 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -35.22% Jan 17, 2020 - Dec 31, 2020 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -16.24% Jan 26, 2018 - Apr 12, 2019 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -15.87% Apr 20, 2022 - Nov 30, 2022 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -14.45% Feb 19, 2025 - Jun 30, 2025 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -12.99% May 21, 2015 - Mar 17, 2016 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -9.95% Nov 30, 2022 - Dec 13, 2023 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -8.32% Jul 13, 2007 - Oct 5, 2007 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -7.18% Apr 2, 2012 - Jul 3, 2012 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -7.07% Oct 18, 2012 - Jan 10, 2013 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -6.76% Jan 12, 2022 - Apr 20, 2022 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -6.70% Sep 19, 2014 - Oct 31, 2014 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -6.69% Feb 11, 2026 - Apr 23, 2026 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -6.31% Apr 30, 2019 - Jun 20, 2019 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -6.16% Dec 31, 2013 - Mar 4, 2014 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
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 | 0.55% | 0.81% |
| 2025 | 2.44% | 3.82% |
| 2024 | 2.74% | 3.64% |
| 2023 | 3.12% | 3.49% |
| 2022 | 3.01% | 3.39% |
| 2021 | 2.76% | 2.78% |
| 2020 | 3.18% | 3.16% |
| 2019 | 3.03% | 2.98% |
| 2018 | 3.40% | 3.06% |
| 2017 | 2.80% | 2.63% |
| 2016 | 2.91% | 2.89% |
| 2015 | 3.22% | 2.97% |
| 2014 | 2.78% | 2.63% |
| 2013 | 2.81% | 2.47% |
| 2012 | 3.23% | 2.86% |
| 2011 | 2.93% | 0.47% |
| 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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