DVY vs SCHD

Both DVY and SCHD are ETFs. DVY has a lower 5-year return than SCHD (6.15% vs 12.41%). DVY has a higher expense ratio than SCHD (0.39% vs 0.06%). Below is the comparison between DVY and SCHD.

DVY SCHD
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - High Dividend Yield
Issuer BlackRock Charles Schwab
Net Assets $12.1B $10.48B
Expense Ratio 0.39% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.91% 3.58%
Underlying Index Dow Jones U.S. Select Dividend Dow Jones U.S. Dividend 100 Index
YTD Return -15.37% 4.39%
1-Year Return -10.65% 11.60%
3-Year Return 0.55% 10.43%
5-Year Return 6.15% 12.41%
10-Year Return 9.76% N/A

DVY description

The Fund seeks to track the investment results of an index composed of relatively high dividend paying US equities. The Fund invests, under normal circumstances, at least 90% of its assets in securities of the Underlying Index and in depositary receipts representing securities of the Underlying Index.

DVY performance & returns

YTD Return -15.37%
1-Month Return 1.77%
3-Month Return 5.03%
1-Year Return -10.65%
3-Year Return 0.55%
5-Year Return 6.15%
10-Year Return 9.76%
DVY expense ratio is 0.39%.

DVY holdings

Top 10 Holdings (18.98% of Total Assets)

Name Symbol % Assets
AT&T Inc T 2.68%
Qualcomm Inc QCOM 2.29%
Ford Motor Co F 1.92%
ONEOK Inc OKE 1.89%
Dominion Energy Inc D 1.77%
CenturyLink Inc CTL 1.72%
Entergy Corp ETR 1.71%
Philip Morris International Inc PM 1.71%
Seagate Technology PLC STX.SI 1.65%
PPL Corp PPL 1.64%

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SCHD description

The Fund seeks to track the total return of the Dow Jones U.S. Dividend 100 Index. The Index is designed to measure the stock performance of high dividend yielding U.S. companies with a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios.

SCHD performance & returns

YTD Return 4.39%
1-Month Return 3.61%
3-Month Return 11.03%
1-Year Return 11.60%
3-Year Return 10.43%
5-Year Return 12.41%
10-Year Return N/A
SCHD expense ratio is 0.06%.

SCHD holdings

Top 10 Holdings (40.63% of Total Assets)

Name Symbol % Assets
United Parcel Service Inc Class B UPS 4.37%
PepsiCo Inc PEP 4.16%
Qualcomm Inc QCOM 4.16%
BlackRock Inc BLK 4.06%
Texas Instruments Inc TXN 4.04%
3M Co MMM 4.04%
Verizon Communications Inc VZ 4.01%
Altria Group Inc MO 3.99%
International Business Machines Corp IBM 3.92%
Coca-Cola Co KO 3.88%

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