SCHY vs VOO

Quick Verdict

VOO has a lower expense ratio. SCHY delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: SCHYMore Diversified: VOO

Side-by-Side Comparison

MetricSCHYVOOWinner
Expense Ratio0.08%0.03%
AUM$2.5B$979.0B
Dividend Yield3.50%1.09%
Holdings136509
YTD Return+12.37%+13.72%
1Y Return+22.87%+21.63%
3Y Return (annualized)+16.80%+21.55%
5Y Return (annualized)+8.82%+13.26%
Volatility (annualized)13.8%14.1%
Max Drawdown-24.0%-34.3%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionApr 28, 2021Sep 7, 2010

SCHY vs VOO Performance

Schwab International Dividend Equity ETF (SCHY) is a ETF from Charles Schwab Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SCHY returned +22.87% while VOO returned +21.63%. Year to date, SCHY is up 12.37% versus a gain of 13.72% for VOO.

Over three years, SCHY compounded at +16.80% per year against +21.55% for VOO; over five years the annualized figures are +8.82% and +13.26% respectively. Across the full 5-year window we track, VOO has the edge at +13.56% annualized vs +9.35%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.8% for SCHY. 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 -24.0% for SCHY and -34.3% for VOO. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHY charges 0.08% per year while VOO charges 0.03%. On a $10,000 position that is $8 vs $3 annually, a gap of $5 per year that compounds over a long holding period. On income, SCHY currently yields 3.50% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

SCHY and VOO share 2 holdings out of 608 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHYWeight in VOODifference
ROP3.47%0.05%3.42%
KR0.00%0.05%0.05%

Frequently Asked Questions

Which is cheaper, SCHY or VOO?

SCHY has an expense ratio of 0.08% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, SCHY or VOO?

Over the past year SCHY returned +22.87% vs +21.63% for VOO, so SCHY leads on 1-year performance. Over the longest common window we track (5 years), SCHY annualized +9.35% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, SCHY or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.8% for SCHY. Worst drawdown: SCHY -24.0% vs VOO -34.3%.

Should I hold both SCHY and VOO?

SCHY and VOO have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHY and VOO?

SCHY and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 608 unique securities.

Which pays a higher dividend, SCHY or VOO?

SCHY yields 3.50% while VOO yields 1.09%, so SCHY currently pays the higher dividend yield.

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