ETF comparison
PEYvsSCHD
Both Dividend.
Invesco High Yield Equity Dividend Achievers ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
18 positions appear in both funds. Buying equal dollars of PEY and SCHD would leave roughly15.5%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
SCHD is 62 bps cheaper than PEY. On a $100,000 position that's about $620/yr more in fees for PEY.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with PEY vs SCHD.
Top shared holdings
18 shared in total| # | Holding | In PEY | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Altria Group, Inc. | 2.45% | 2.94% | 2.45% |
| 2 | Verizon Communications Inc. | 2.02% | 3.65% | 2.02% |
| 3 | United Parcel Service, Inc. | 2.05% | 1.98% | 1.98% |
| 4 | Bristol-Myers Squibb Co. | 1.50% | 2.93% | 1.50% |
| 5 | Chevron Corp. | 1.48% | 3.83% | 1.48% |
| 6 | Target Corp. | 1.76% | 1.45% | 1.45% |
| 7 | Comcast Corp. | 1.37% | 2.25% | 1.37% |
| 8 | Kimberly-Clark Corp. | 1.54% | 0.81% | 0.81% |
| 9 | Paychex, Inc. | 1.76% | 0.79% | 0.79% |
| 10 | T. Rowe Price Group, Inc. | 2.25% | 0.57% | 0.57% |
| 11 | Best Buy Co., Inc. | 2.31% | 0.38% | 0.38% |
| 12 | Skyworks Solutions, Inc. | 2.16% | 0.29% | 0.29% |
Only in PEY
33 total- LyondellBasell Industries N.V.4.74%
- Perrigo Co. PLC3.03%
- HP Inc.2.61%
- Universal Corp.2.34%
- John Wiley & Sons, Inc.2.33%
- Pfizer Inc.2.32%
- Prudential Financial, Inc.2.13%
- Franklin Resources, Inc.2.12%
- Peoples Bancorp Inc.2.09%
- H&R Block, Inc.2.08%
Only in SCHD
82 total- QUALCOMM Inc6.74%
- Texas Instruments Inc5.90%
- UnitedHealth Group Inc5.09%
- Coca-Cola Co/The3.96%
- Merck & Co Inc3.86%
- Procter & Gamble Co/The3.55%
- ConocoPhillips3.51%
- Amgen Inc3.47%
- PepsiCo Inc3.44%
- Home Depot Inc/The3.36%
Open PEY or SCHD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.