SCHD vs VEMY
Schwab US Dividend Equity ETF vs Virtus Stone Harbor Emerging Markets High Yield Bond ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. VEMY offers more diversification with 181 holdings.
Side-by-Side Comparison
| Metric | SCHD | VEMY | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.55% | |
| AUM | $103.7B | $50M | |
| Dividend Yield | 3.31% | 8.44% | |
| Holdings | 104 | 181 | |
| YTD Return | +25.62% | +6.09% | |
| 1Y Return | +32.62% | +11.75% | |
| 3Y Return (annualized) | +15.58% | +14.33% | |
| 5Y Return (annualized) | +9.63% | - | |
| Volatility (annualized) | 13.6% | 6.9% | |
| Max Drawdown | -33.4% | -8.8% | |
| Fund Family | Charles Schwab Asset Management | Virtus Investment Partners | |
| Category | Equity | Fixed Income | |
| Inception | Oct 20, 2011 | Dec 12, 2022 |
SCHD vs VEMY Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) is a ETF from Virtus Investment Partners. Over the past year SCHD returned +32.62% while VEMY returned +11.75%. Year to date, SCHD is up 25.62% versus a gain of 6.09% for VEMY.
Over three years, SCHD compounded at +15.58% per year against +14.33% for VEMY. Across the full 4-year window we track, VEMY has the edge at +13.15% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 6.9% 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 -33.4% for SCHD and -8.8% for VEMY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
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 3.31% against 8.44% for VEMY.
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. On a $10,000 investment, that is $49 per year of difference.
Which performed better, SCHD or VEMY?
Over the past year SCHD returned +32.62% vs +11.75% for VEMY, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), SCHD annualized +11.47% vs +13.15% for VEMY. Past performance does not guarantee future results.
Which is riskier, SCHD or VEMY?
SCHD has been the more volatile fund at 13.6% annualized versus 6.9% for VEMY. Worst drawdown: SCHD -33.4% vs VEMY -8.8%.
Should I hold both SCHD and VEMY?
SCHD and VEMY have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, SCHD or VEMY?
SCHD yields 3.31% while VEMY yields 8.44%, so VEMY currently pays the higher dividend yield.
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