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 +12.3% compared to +9.6%
VYM vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VYM
$96B
SCHD
$96B
Expense Ratio
Winner
VYM
0.04%
SCHD
0.06%
Max Drawdown
VYM
58.80%
Winner
SCHD
33.37%
Sharpe Ratio
VYM
1.93
Winner
SCHD
2.14
5Y Beta
VYM
0.68
Winner
SCHD
0.52
P/E Ratio
VYM
21.39
Winner
SCHD
18.19
Forward P/E
VYM
16.32
Winner
SCHD
15.13
PEG Ratio
VYM
N/A
SCHD
0.75
5Y Dividends CAGR
VYM
8.35%
SCHD
8.35%
5Y EPS CAGR
Winner
VYM
11.54%
SCHD
9.15%
Debt to Equity
Winner
VYM
19.09%
SCHD
43.73%
P/S Ratio
VYM
2.14
Winner
SCHD
1.82
P/B Ratio
Winner
VYM
3.31
SCHD
3.71
VYM vs SCHD - Holdings Comparison
VYM and SCHD have 81 common holdings. Overlap is 20.99%
VYM's top 25 holdings weight is 42.50%. SCHD's top 25 holdings weight is 78.79%.
| Rank | VYM | SCHD |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 7.26% | UNITEDHEALTH GROUP INC (UNH) - 4.53% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.37% | ABBOTT LABORATORIES (ABT) - 4.48% |
| #3 | JOHNSON & JOHNSON (JNJ) - 2.53% | MERCK & CO INC (MRK) - 4.31% |
| #4 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.35% | AMGEN INC (AMGN) - 4.24% |
| #5 | CATERPILLAR INC (CAT) - 2.00% | THE HOME DEPOT INC (HD) - 4.15% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.92% | PROCTER & GAMBLE CO (PG) - 4.13% |
| #7 | ABBVIE INC (ABBV) - 1.84% | COCA-COLA CO (KO) - 4.07% |
| #8 | BANK OF AMERICA CORP (BAC) - 1.56% | CHEVRON CORP (CVX) - 3.94% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.55% | PEPSICO INC (PEP) - 3.71% |
| #10 | THE HOME DEPOT INC (HD) - 1.45% | TEXAS INSTRUMENTS INC (TXN) - 3.69% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.41% | CONOCOPHILLIPS (COP) - 3.69% |
| #12 | MERCK & CO INC (MRK) - 1.31% | VERIZON COMMUNICATIONS INC (VZ) - 3.67% |
| #13 | COCA-COLA CO (KO) - 1.31% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.21% |
| #14 | CHEVRON CORP (CVX) - 1.27% | ALTRIA GROUP INC (MO) - 3.14% |
| #15 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.17% | QUALCOMM INC (QCOM) - 2.72% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.14% | LOCKHEED MARTIN CORP (LMT) - 2.65% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 1.12% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.54% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.09% | BLACKSTONE INC (BX) - 2.38% |
| #19 | RTX CORP (RTX) - 1.06% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.24% |
| #20 | WELLS FARGO & CO (WFC) - 1.05% | ACCENTURE PLC CLASS A (ACN) - 2.23% |
| #21 | ORACLE CORP (ORCL) - 1.04% | COMCAST CORP CLASS A (CMCSA) - 2.19% |
| #22 | LINDE PLC (LIN) - 0.99% | EOG RESOURCES INC (EOG) - 1.97% |
| #23 | MORGAN STANLEY (MS) - 0.97% | SLB LTD (SLB) - 1.80% |
| #24 | CITIGROUP INC (C) - 0.93% | TARGET CORP (TGT) - 1.62% |
| #25 | QUALCOMM INC (QCOM) - 0.81% | ONEOK INC (OKE) - 1.49% |
| Total Holdings | 618 | 103 |
VYM vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
VYM
+2.89%
Winner
SCHD
+4.53%
3M
VYM
+5.63%
Winner
SCHD
+7.29%
6M
VYM
+7.27%
Winner
SCHD
+8.85%
1Y
VYM
+25.56%
Winner
SCHD
+30.93%
5Y(CAGR)
Winner
VYM
+12.35%
SCHD
+9.57%
10Y(CAGR)
VYM
+11.82%
Winner
SCHD
+12.75%
Max(CAGR)
VYM
+9.47%
Winner
SCHD
+13.44%
VYM vs SCHD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | VYM | SCHD |
|---|---|---|
| 2026 | +15.21% | +23.53% |
| 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 -0.32%. The current SCHD drawdown is -0.56%.
| 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 | 1.12% | 1.51% |
| 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% |
Select Stocks to Compare
Popular: VYM vs SPYSCHD vs SPY
More Comparisons
Compare with similar stocks
Compare VYM with:
Compare SCHD with:
Popular suggestions:
VYM vs SPHD
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
MDT vs SCHD
Medtronic Plc vs SCHWAB U.S. DIVIDEND EQUITY ETF
VIG vs VYM
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SCHD vs VIG
SCHWAB U.S. DIVIDEND EQUITY ETF vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
SCHD vs SPHD
SCHWAB U.S. DIVIDEND EQUITY ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SPYD vs VYM
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
DVY vs VYM
ISHARES SELECT DIVIDEND ETF vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SCHD vs VYM
SCHWAB U.S. DIVIDEND EQUITY ETF vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
BLK vs SCHD
BlackRock Finance Inc vs SCHWAB U.S. DIVIDEND EQUITY ETF
SBUX vs SCHD
Starbucks Corp vs SCHWAB U.S. DIVIDEND EQUITY ETF
FDVV vs SCHD
FIDELITY HIGH DIVIDEND ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHX vs SCHD
SCHWAB U.S. LARGE-CAP ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
FDL vs VYM
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SCHD vs SCHP
SCHWAB U.S. DIVIDEND EQUITY ETF vs SCHWAB U.S. TIPS ETF
SPHD vs SCHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
VYM vs VIG
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
ONEY vs SCHD
STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
MLPA vs SCHD
GLOBAL X MLP ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
QQQX vs SCHD
Nuveen NASDAQ 100 Dynamic Overwrite Fund vs SCHWAB U.S. DIVIDEND EQUITY ETF
FDVV vs VYM
FIDELITY HIGH DIVIDEND ETF vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SCHB vs SCHD
SCHWAB U.S. BROAD MARKET ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHG vs SCHD
SCHWAB U.S. LARGE-CAP GROWTH ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
BST vs SCHD
BlackRock Science and Technology Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SCHF vs SCHD
SCHWAB INTERNATIONAL EQUITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
OUSA vs SCHD
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs SCHWAB U.S. DIVIDEND EQUITY ETF
KBWD vs SCHD
INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
SMH vs SCHD
VANECK SEMICONDUCTOR ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
OUSA vs VYM
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES