SCHD vs VYM (2026)
Schwab U.S. Dividend Equity ETF and Vanguard High Dividend Yield ETF side by side. Both charge the same expense ratio (—). Over the last five years VYM returned more (+57.83% vs +35.34%, total return). Their portfolios overlap by about 21% of weight. Not investment advice.
Fund facts#
| SCHD | VYM | |
|---|---|---|
| Focus | Dividend | Dividend |
| Expense ratio | — | — |
| AUM | — | — |
| Distribution yield | 3.07% | 2.18% |
| Holdings | 99 | 604 |
| 1 month return | +6.9% | +4.3% |
| YTD return | +26.6% | +17.1% |
| 1 year return | +28.9% | +23.6% |
| 3 years return | +52.7% | +65.7% |
| 5 years return | +56.2% | +77.3% |
| 10 years return | +231.9% | +207.0% |
| 3Y CAGR | +15.2%/yr | +18.3%/yr |
| 5Y CAGR | +9.3%/yr | +12.1%/yr |
| 10Y CAGR | +12.7%/yr | +11.9%/yr |
| Issuer | Schwab | Vanguard |
| Inception | — | — |
All returns are total returns (dividends reinvested), from daily adjusted closes. CAGR = compound annual growth rate. '—' means the fund's history doesn't span the horizon.
Annualized returns (CAGR)#
Compound annual growth rate per holding period, total return, from weekly adjusted closes. Horizons a fund's history can't span show no bar; horizons no fund spans are omitted.
Performance, rebased#
Returns by year#
| Year | SCHD | VYM |
|---|---|---|
| 2017 | +20.8% | +16.4% |
| 2018 | -5.6% | -5.9% |
| 2019 | +27.3% | +24.0% |
| 2020 | +15.0% | +1.1% |
| 2021 | +29.8% | +26.2% |
| 2022 | -3.3% | -0.5% |
| 2023 | +3.9% | +6.5% |
| 2024 | +11.6% | +17.6% |
| 2025 | +4.3% | +15.4% |
| 2026 YTD | +26.6% | +17.1% |
Total returns (dividends reinvested), calendar years.
Returns by year, charted#
Holdings overlap#
SCHD and VYM overlap by about 21% of portfolio weight — 80 shared holdings out of 99 in SCHD and 604 in VYM, from each fund's latest SEC filing (May 31, 2026 / Apr 30, 2026).
Top 10 holdings, side by side#
Merged top 10 across the funds — each column is the holding's % of that fund.
Sector weights#
| Sector | SCHD | VYM |
|---|---|---|
| Healthcare | 23.1% | 13.3% |
| Financials | 8.6% | 19.5% |
| Technology | 9.6% | 16.6% |
| Consumer Staples | 14.7% | 6.8% |
| Energy | 13.4% | 7.5% |
| Industrials | 9.8% | 10.8% |
| Consumer Discretionary | 10.8% | 9.0% |
| Utilities | 1.4% | 6.2% |
| Communication Services | 5.8% | 3.0% |
| Materials | 0.0% | 1.9% |
| Other | 0.0% | 0.2% |
| Not on ChartRow | 2.8% | 5.2% |
Sector weights, charted#
Estimated portfolio characteristics#
| SCHD | VYM | |
|---|---|---|
| P/E (trailing) | 19.7 | 21.1 |
| P/E (forward) | 14.5 | 15.6 |
| P/B | 3.8 | 3.2 |
| Dividend yield | 3.13% | 2.22% |
| Earnings growth (TTM) | -12.1% | +8.7% |
Estimated by our own bottom-up analysis of each fund's SEC-filed holdings; recomputed daily from public data.
Fund flows#
| Month | SCHD | VYM |
|---|---|---|
| May 2026 | +$2.6B | — |
| Apr 2026 | +$2.4B | +$464.2M |
| Mar 2026 | +$2B | +$630.2M |
| Feb 2026 | +$2.3B | +$817.7M |
| Jan 2026 | +$546.4M | +$143.5M |
| Dec 2025 | +$973.9M | +$1.1B |
Net creations minus redemptions per calendar month, from each fund's SEC Form N-PORT. Figures are series-level: where a fund shares its portfolio with mutual-fund share classes (Vanguard funds do), flows cover all share classes combined. Quarterly filings publish with a ~60-day lag, so recent months appear as filings land.
Fund flows, charted#
Longer ranges aggregate to quarters/years. Flow data begins mid-2019 — Form N-PORT did not exist before then, for any fund.
Growth from any starting date#
Hover to move the starting point — every fund rebases to 1× at that date, so the comparison holds from any entry point back to 2011 (the earliest date all 2 funds existed). Log scale, weekly total returns.
Hover anywhere to rebase every line to 1× at that date and compare growth from that point. Log scale.
Methodology#
Returns are total returns (dividends reinvested) from daily adjusted closes. Holdings, overlap, sector weights and flows derive from each fund's public SEC filings (Form N-PORT), anchored on the latest filing and rolled forward daily by price moves. Overlap is the sum of the smaller weight across shared holdings. See each fund's full holdings: SCHD holdings · VYM holdings. Past performance does not predict future returns; not investment advice.
FAQ#
- SCHD or VYM — which is better?
- Both charge the same expense ratio (—). Over the last five years VYM returned more (+57.83% vs +35.34%, total return). Their portfolios overlap by about 21% of weight. The two flagship dividend ETFs — quality screen vs broad high yield.
- How much do SCHD and VYM overlap?
- SCHD and VYM overlap by about 21% of portfolio weight, sharing 80 holdings (per each fund's latest SEC N-PORT filing, weights rolled forward to today).
- Is ChartRow affiliated with any of these funds?
- No. ChartRow is independent and not affiliated with, sponsored by, or endorsed by Schwab, Vanguard. Comparisons are derived independently from public SEC filings and market data; not investment advice.