ETF comparison
PEY vs SCHD
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 roughly 16.4% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
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 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 the cost calculator pre-filled with PEY vs SCHD.
Top shared holdings
18 shared in total| # | Holding | In PEY | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Altria Group, Inc. | 2.25% | 2.94% | 2.25% |
| 2 | Verizon Communications Inc. | 2.15% | 3.65% | 2.15% |
| 3 | United Parcel Service, Inc. | 2.28% | 1.98% | 1.98% |
| 4 | Bristol-Myers Squibb Co. | 1.90% | 2.93% | 1.90% |
| 5 | Comcast Corp. | 1.88% | 2.25% | 1.88% |
| 6 | Chevron Corp. | 1.57% | 3.83% | 1.57% |
| 7 | Target Corp. | 1.55% | 1.45% | 1.45% |
| 8 | Kimberly-Clark Corp. | 2.21% | 0.81% | 0.81% |
| 9 | Paychex, Inc. | 2.09% | 0.79% | 0.79% |
| 10 | T. Rowe Price Group, Inc. | 1.99% | 0.57% | 0.57% |
| 11 | Best Buy Co., Inc. | 2.06% | 0.38% | 0.38% |
| 12 | Skyworks Solutions, Inc. | 1.11% | 0.29% | 0.29% |
Only in PEY
32 total- Perrigo Co. PLC 3.42%
- LyondellBasell Industries N.V. 2.55%
- Prudential Financial, Inc. 2.52%
- Universal Corp. 2.44%
- Main Street Capital Corp. 2.43%
- Pfizer Inc. 2.39%
- Clorox Co. (The) 2.22%
- Peoples Bancorp Inc. 2.16%
- Hormel Foods Corp. 2.05%
- Wesbanco, Inc. 1.97%
Only in SCHD
81 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
- PepsiCo Inc 3.44%
- Home Depot Inc/The 3.36%
Related comparisons
More comparisons with PEY
- PEY vs SDY · State Street SPDR S&P Dividend ETF 15.2%
- PEY vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 15.1%
- PEY vs HDV · iShares Core High Dividend ETF 12.5%
- PEY vs FDVV · Fidelity High Dividend ETF 12.2%
- PEY vs DON · WisdomTree U.S. MidCap Dividend Fund 10.3%
- PEY vs FVD · First Trust Value Line Dividend Index Fund 8.0%
More comparisons with SCHD
- SCHD vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 16.3%
- SCHD vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 16.2%
- SCHD vs FDVV · Fidelity High Dividend ETF 16.1%
- SCHD vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 16.0%
- SCHD vs IVE · iShares S&P 500 Value ETF 16.0%
- SCHD vs VLUE · iShares MSCI USA Value Factor ETF 15.8%
Percentages are holdings overlap with the named fund.
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.