SCHD vs VYM

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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 563 holdings.

Side-by-Side Comparison

MetricSCHDVYM
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
Expense Ratio0.06%0.04%
AUM$84.3B$75.4B
Dividend Yield3.30%2.26%
Holdings Count101571
Inception Date2011-10-202006-11-10
Investment StyleLarge Cap ValueLarge Cap Value
1-Month Return+6.54%+3.41%
YTD Return+14.53%+7.10%
1-Year Return+12.36%+18.73%
3-Year Return+11.54%+16.52%
5-Year Return+10.36%+13.54%
10-Year Return+13.11%+12.46%
Buy Score9186
Momentum Score8580
Value Score5873

Holdings Overlap

19.0%
Weight Overlap
83
Shared Holdings
578
Total Unique

Top Shared Holdings

TickerSCHD WeightVYM Weight
CVX4.24%1.35%
MRK4.20%1.26%
HD3.83%1.62%
ABBV3.41%1.92%
KO3.97%1.29%
CSCO3.80%1.45%
TXN4.40%0.75%
LMT4.57%0.47%
PEP4.05%0.93%
VZ4.15%0.81%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, SCHD or VYM?

SCHD has an expense ratio of 0.06% while VYM charges 0.04%. VYM is the cheaper option, saving you money on management fees over time.

Do SCHD and VYM hold the same stocks?

SCHD and VYM share 83 common holdings with a 19.0% weight overlap. They hold 578 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, SCHD or VYM?

Over the past year, SCHD returned +12.36% while VYM returned +18.73%. VYM outperformed over this period. Past performance does not guarantee future results.