VYM vs SCHD

Both VYM and SCHD are ETFs. VYM has a lower 5-year return than SCHD (9.35% vs 10.48%). VYM and SCHD have the same expense ratio (0.06%). Below is the comparison between VYM and SCHD.

SCHD VYM
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - High Dividend Yield
Issuer Charles Schwab Vanguard
Net Assets $10.24B $25.97B
Expense Ratio 0.06% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A N/A
Underlying Index Dow Jones U.S. Dividend 100 Index FTSE High Dividend Yield Index Net TR US RIC
YTD Return 19.41% 16.51%
1-Year Return 6.70% 5.38%
3-Year Return 12.30% 10.58%
5-Year Return 10.48% 9.35%
10-Year Return 0.00% 12.63%

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.

VYM returns

YTD Return 16.51%
1-Month Return 3.90%
3-Month Return 2.45%
1-Year Return 5.38%
3-Year Return 10.58%
5-Year Return 9.35%
10-Year Return 12.63%
VYM expense ratio is 0.06%.

VYM holdings

Top 10 Holdings (27.01% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 3.64%
JPMorgan Chase & Co JPM 3.55%
Exxon Mobil Corp XOM 3.2%
Procter & Gamble Co PG 2.67%
AT&T Inc T 2.41%
Cisco Systems Inc CSCO 2.37%
Pfizer Inc PFE 2.37%
Chevron Corp CVX 2.34%
Verizon Communications Inc VZ 2.33%
Merck & Co Inc MRK 2.13%

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 returns

YTD Return 19.41%
1-Month Return 3.79%
3-Month Return 4.14%
1-Year Return 6.70%
3-Year Return 12.30%
5-Year Return 10.48%
10-Year Return 0.00%
SCHD expense ratio is 0.06%.

SCHD holdings

Top 10 Holdings (43.85% of Total Assets)

Name Symbol % Assets
Intel Corp INTC 4.79%
Procter & Gamble Co PG 4.71%
The Home Depot Inc HD 4.69%
International Business Machines Corp IBM 4.48%
Coca-Cola Co KO 4.46%
Exxon Mobil Corp XOM 4.37%
Verizon Communications Inc VZ 4.23%
PepsiCo Inc PEP 4.2%
Texas Instruments Inc TXN 4.06%
Pfizer Inc PFE 3.86%
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