SCHD vs VYM

Both SCHD and VYM are ETFs. SCHD has a higher 5-year return than VYM (12.41% vs 8.16%). SCHD and VYM have the same expense ratio (0.06%). Below is the comparison between SCHD and VYM.

SCHD VYM
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - High Dividend Yield
Issuer Charles Schwab Vanguard
Net Assets $10.48B $23.93B
Expense Ratio 0.06% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.58% 3.52%
Underlying Index Dow Jones U.S. Dividend 100 Index FTSE High Dividend Yield Index Net TR US RIC
YTD Return 4.39% -7.93%
1-Year Return 11.60% -1.39%
3-Year Return 10.43% 4.01%
5-Year Return 12.41% 8.16%
10-Year Return N/A 11.13%

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%
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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VYM description

The Fund seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that are characterized by high dividend yield. The Fund attempts to replicate the FTSE High Dividend Yield Index by investing substantially all of its assets in the stocks that make up the Index.

VYM performance & returns

YTD Return -7.93%
1-Month Return 1.59%
3-Month Return 4.16%
1-Year Return -1.39%
3-Year Return 4.01%
5-Year Return 8.16%
10-Year Return 11.13%
VYM expense ratio is 0.06%.

VYM holdings

Top 10 Holdings (25.18% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 4.00%
Procter & Gamble Co PG 3.33%
JPMorgan Chase & Co JPM 3.00%
Verizon Communications Inc VZ 2.43%
Merck & Co Inc MRK 2.13%
Intel Corp INTC 2.13%
AT&T Inc T 2.10%
Pfizer Inc PFE 2.08%
Comcast Corp Class A CMCSA 2.01%
Bank of America Corp BAC 1.97%

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