SCHD vs SDY

Both SCHD and SDY are ETFs. SCHD has a higher 5-year return than SDY (12.41% vs 9.34%). SCHD has a lower expense ratio than SDY (0.06% vs 0.35%). Below is the comparison between SCHD and SDY.

SCHD SDY
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - High Dividend Yield
Issuer Charles Schwab State Street Global Advisors
Net Assets $10.48B $13.97B
Expense Ratio 0.06% 0.35%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.58% 3.16%
Underlying Index Dow Jones U.S. Dividend 100 Index S&P High Yield Dividend Aristocrats Index
YTD Return 4.39% -7.38%
1-Year Return 11.60% -1.87%
3-Year Return 10.43% 5.26%
5-Year Return 12.41% 9.34%
10-Year Return N/A 10.69%

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%
Qualcomm Inc QCOM 4.16%
PepsiCo Inc PEP 4.16%
BlackRock Inc BLK 4.06%
3M Co MMM 4.04%
Texas Instruments Inc TXN 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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SDY description

The Fund seeks to provide investment results that correspond to the total return performance of S&P High Yield Dividend Aristocrats Index. The Fund invests at least 80% of its assets in the securities comprising the index, designed to track the performance of publicly traded issuers that have historical dividend payments.

SDY performance & returns

YTD Return -7.38%
1-Month Return 2.08%
3-Month Return 4.79%
1-Year Return -1.87%
3-Year Return 5.26%
5-Year Return 9.34%
10-Year Return 10.69%
SDY expense ratio is 0.35%.

SDY holdings

Top 10 Holdings (19.27% of Total Assets)

Name Symbol % Assets
Exxon Mobil Corp XOM 2.35%
Franklin Resources Inc BEN 2.13%
National Retail Properties Inc NNN 1.95%
Polaris Inc PII 1.93%
AbbVie Inc ABBV 1.85%
AT&T Inc T 1.82%
Bank OZK OZK 1.82%
Chevron Corp CVX 1.82%
Leggett & Platt Inc LEG 1.82%
Amcor PLC Ordinary Shares AMCR.L 1.78%

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