SCHP vs VYM

SCHP vs VYM

Which is better, SCHP or VYM?

US Inflation Protection against Large Cap Value.

SCHP has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: SCHPHigher Returns: VYM

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

MetricSCHPVYM
Expense Ratio0.03%Best0.04%
AUM$16.4B$81.6B
Dividend Yield4.51%2.22%
Holdings49613
YTD Return-0.23%+13.91%Best
1Y Return-0.86%+17.57%Best
3Y Return (annualized)+3.78%+18.12%Best
5Y Return (annualized)+0.09%+12.17%Best
Volatility (annualized)5.0%Best12.9%
Max Drawdown-14.3%Best-35.7%
$10,000 over 5 years$10,045$17,758Best
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleUS Inflation ProtectionLarge Cap Value
InceptionAug 5, 2010Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 5, 2010 to Sep 11, 2026 (16.1 years).

SCHP vs VYM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHP vs VYM Performance

Schwab US TIPs ETF (SCHP) is an ETF from Charles Schwab Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SCHP returned -0.86% while VYM returned +17.57%. Year to date, SCHP is down 0.23% versus a gain of 13.91% for VYM.

Over three years, SCHP compounded at +3.78% per year against +18.12% for VYM; over five years the annualized figures are +0.09% and +12.17% respectively. Across the full 16-year window we track, VYM has the edge at +10.47% annualized vs +1.65%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 12.9% 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.32. They move together some of the time, and apart the rest.

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 4.51% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 43 holdings in SCHP and 603 in VYM, totalling 83.3% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 43 positions we hold weights for in SCHP and 603 in VYM, against full books of 49 and 613.

You are not choosing between two funds in isolation.

Whichever of SCHP and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHPVYM

Free for up to 10 holdings. No account needed.

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, by $1 a year on a $10,000 investment.

Which performed better, SCHP or VYM?

Over the past year SCHP returned -0.86% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (16 years), SCHP annualized +1.65% vs +10.47% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHP or VYM?

VYM has been the more volatile fund at 12.9% annualized versus 5.0% for SCHP. Worst drawdown: SCHP -14.3% vs VYM -35.7%.

Should I hold both SCHP and VYM?

SCHP and VYM have a monthly-return correlation of 0.32, 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, SCHP or VYM?

SCHP yields 4.51% while VYM yields 2.22%, so SCHP currently pays the higher dividend yield.

Is VYM better than SCHP?

SCHP has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.