ETF comparison
PEY vs SCHD
Both Dividend.
Invesco High Yield Equity Dividend Achievers ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
17 positions appear in both funds. Buying equal dollars of PEY and SCHD would leave roughly 16.1% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHD is 48 bps cheaper than PEY. On a $100,000 position that's about $480/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 the cost calculator pre-filled with PEY vs SCHD.
Top shared holdings
17 shared in total| # | Holding | In PEY | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Altria Group, Inc. | 2.45% | 4.14% | 2.45% |
| 2 | United Parcel Service, Inc. | 2.05% | 3.08% | 2.05% |
| 3 | Verizon Communications Inc. | 2.02% | 4.31% | 2.02% |
| 4 | Target Corp. | 1.76% | 1.86% | 1.76% |
| 5 | Bristol-Myers Squibb Co. | 1.50% | 4.28% | 1.50% |
| 6 | Chevron Corp. | 1.48% | 4.31% | 1.48% |
| 7 | Kimberly-Clark Corp. | 1.54% | 1.33% | 1.33% |
| 8 | Paychex, Inc. | 1.76% | 1.09% | 1.09% |
| 9 | T. Rowe Price Group, Inc. | 2.25% | 0.74% | 0.74% |
| 10 | LyondellBasell Industries N.V. | 4.74% | 0.53% | 0.53% |
| 11 | Best Buy Co., Inc. | 2.31% | 0.43% | 0.43% |
| 12 | Skyworks Solutions, Inc. | 2.16% | 0.32% | 0.32% |
Only in PEY
34 total- Perrigo Co. PLC 3.03%
- 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%
- Main Street Capital Corp. 2.04%
Only in SCHD
81 total- Lockheed Martin Corp 4.82%
- ConocoPhillips 4.32%
- Merck & Co Inc 4.24%
- Texas Instruments Inc 4.06%
- Coca-Cola Co/The 4.03%
- PepsiCo Inc 4.01%
- Amgen Inc 3.93%
- Home Depot Inc/The 3.72%
- Cisco Systems Inc 3.58%
- AbbVie Inc 3.53%
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 methodology and 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.