SCHD vs VEMY
Schwab US Dividend Equity ETF vs Virtus Stone Harbor Emerging Markets High Yield Bond ETF
Which is better, SCHD or VEMY?
Large Cap Value against High Yield Bond.
SCHD has a lower expense ratio. SCHD led over 1Y and 3Y, VEMY over the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SCHD | VEMY |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.55% |
| AUM | $112.1B | $50M |
| Dividend Yield | 3.00% | 8.05% |
| Holdings | 103 | 189 |
| YTD Return | +25.07%Best | +5.40% |
| 1Y Return | +27.61%Best | +9.55% |
| 3Y Return (annualized) | +15.74%Best | +13.88% |
| 5Y Return (annualized) | +9.89% | - |
| Volatility (annualized) | 13.1% | 6.8%Best |
| Max Drawdown | -16.1% | -8.8%Best |
| $10,000 over 3.7 years | $14,964 | $15,533Best |
| Fund Family | Charles Schwab Asset Management | Virtus Investment Partners |
| Category | Equity | Fixed Income |
| Style | Large Cap Value | High Yield Bond |
| Inception | Oct 20, 2011 | Dec 12, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Dec 13, 2022 to Sep 11, 2026 (3.7 years).
SCHD vs VEMY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.7 years both funds cover.
SCHD vs VEMY Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) is an ETF from Virtus Investment Partners. Over the past year SCHD returned +27.61% while VEMY returned +9.55%. Year to date, SCHD is up 25.07% versus a gain of 5.40% for VEMY.
Over three years, SCHD compounded at +15.74% per year against +13.88% for VEMY. Across the full 4-year window we track, VEMY has the edge at +12.64% annualized vs +11.51%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 6.8% for VEMY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -16.1% for SCHD and -8.8% for VEMY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while VEMY charges 0.55%. On a $10,000 position that is $6 vs $55 annually, a gap of $49 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 8.05% for VEMY.
You are not choosing between two funds in isolation.
Whichever of SCHD and VEMY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or VEMY?
SCHD has an expense ratio of 0.06% while VEMY charges 0.55%. SCHD is the cheaper option, by $49 a year on a $10,000 investment.
Which performed better, SCHD or VEMY?
Over the past year SCHD returned +27.61% vs +9.55% for VEMY, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +11.51% vs +12.64% for VEMY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or VEMY?
SCHD has been the more volatile fund at 13.1% annualized versus 6.8% for VEMY. Worst drawdown: SCHD -16.1% vs VEMY -8.8%.
Should I hold both SCHD and VEMY?
SCHD and VEMY have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SCHD or VEMY?
SCHD yields 3.00% while VEMY yields 8.05%, so VEMY currently pays the higher dividend yield.
Is VEMY better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y and 3Y, VEMY over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.