SCHE vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. SCHE offers more diversification with 1409 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: SCHE

Side-by-Side Comparison

MetricSCHEVYMWinner
Expense Ratio0.06%0.04%
AUM$12.5B$79.0B
Dividend Yield2.66%2.86%
Holdings2,210568
YTD Return+10.52%+15.80%
1Y Return+22.39%+26.12%
3Y Return (annualized)+17.52%+18.25%
5Y Return (annualized)+6.65%+12.51%
Volatility (annualized)17.2%14.6%
Max Drawdown-43.1%-58.8%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJan 14, 2010Nov 10, 2006

SCHE vs VYM Performance

Schwab Emerging Markets Equity ETF (SCHE) is a ETF from Charles Schwab Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SCHE returned +22.39% while VYM returned +26.12%. Year to date, SCHE is up 10.52% versus a gain of 15.80% for VYM.

Over three years, SCHE compounded at +17.52% per year against +18.25% for VYM; over five years the annualized figures are +6.65% and +12.51% respectively. Across the full 17-year window we track, VYM has the edge at +7.07% annualized vs +3.27%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHE has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 14.6% for VYM. 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 -43.1% for SCHE and -58.8% for VYM. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHE charges 0.06% per year while VYM charges 0.04%. On a $10,000 position that is $6 vs $4 annually, a gap of $2 per year that compounds over a long holding period. On income, SCHE currently yields 2.66% against 2.86% for VYM.

Holdings Overlap

0.1%overlap

SCHE and VYM share 1 holdings out of 1966 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHEWeight in VYMDifference
HAL0.08%0.13%0.05%

Frequently Asked Questions

Which is cheaper, SCHE or VYM?

SCHE has an expense ratio of 0.06% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, SCHE or VYM?

Over the past year SCHE returned +22.39% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (17 years), SCHE annualized +3.27% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, SCHE or VYM?

SCHE has been the more volatile fund at 17.2% annualized versus 14.6% for VYM. Worst drawdown: SCHE -43.1% vs VYM -58.8%.

Should I hold both SCHE and VYM?

SCHE and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHE and VYM?

SCHE and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1966 unique securities.

Which pays a higher dividend, SCHE or VYM?

SCHE yields 2.66% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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