SCHP vs VYM

Quick Verdict

SCHP has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: SCHPHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSCHPVYMWinner
Expense Ratio0.03%0.04%
AUM$16.3B$79.0B
Dividend Yield4.00%2.86%
Holdings49568
YTD Return-0.12%+16.10%
1Y Return+0.96%+25.99%
3Y Return (annualized)+3.78%+18.29%
5Y Return (annualized)+0.31%+12.35%
Volatility (annualized)5.0%14.6%
Max Drawdown-14.3%-58.8%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionAug 5, 2010Nov 10, 2006

SCHP vs VYM Performance

Schwab US TIPs ETF (SCHP) 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 SCHP returned +0.96% while VYM returned +25.99%. Year to date, SCHP is down 0.12% versus a gain of 16.10% for VYM.

Over three years, SCHP compounded at +3.78% per year against +18.29% for VYM; over five years the annualized figures are +0.31% and +12.35% respectively. Across the full 16-year window we track, VYM has the edge at +7.08% annualized vs +1.67%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 5.0% for SCHP. 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 -14.3% for SCHP 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHP charges 0.03% per year while VYM charges 0.04%. On a $10,000 position that is $3 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, SCHP currently yields 4.00% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, SCHP or VYM?

SCHP has an expense ratio of 0.03% while VYM charges 0.04%. SCHP is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, SCHP or VYM?

Over the past year SCHP returned +0.96% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (16 years), SCHP annualized +1.67% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, SCHP or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 5.0% for SCHP. Worst drawdown: SCHP -14.3% vs VYM -58.8%.

Should I hold both SCHP and VYM?

SCHP and VYM have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHP or VYM?

SCHP yields 4.00% while VYM yields 2.86%, so SCHP currently pays the higher dividend yield.

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