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ETF comparison

SCHD vs VYM

Both Dividend.

Schwab U.S. Dividend Equity ETF · Vanguard High Dividend Yield Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
21.4 %

80 positions appear in both funds. Buying equal dollars of SCHD and VYM would leave roughly 21.4% of each dollar exposed to the same underlying securities.

SCHD unmatched 78.3% Shared 21.4% VYM unmatched 78.3%

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.

In SCHD only
19 positions
Shared
80 positions
In VYM only
524 positions

Side by side

SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

85 composite / 100
Expense ratio
0.060%
Net assets
$107.89B
TTM yield
2.99%
Top-10 conc.
43.6%
VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard · Dividend

90 composite / 100
Expense ratio
0.040%
Net assets
$95.75B
whole fund, 2 share classes
TTM yield
2.28%
Top-10 conc.
26.1%

Sub-score comparison

94
Cost
96
75
Tax efficiency
76
100
Liquidity
100
52
Concentration
77
—
Tracking quality
—
SCHD sub-score VYM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VYM is 2 bps cheaper than SCHD. On a $100,000 position that's about $20/yr more in fees for SCHD.

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 SCHD vs VYM.

Top shared holdings

80 shared in total
# Holding In SCHD In VYM Overlap
1 UnitedHealth Group Inc 5.09% 1.52% 1.52%
2 Chevron Corp 3.83% 1.48% 1.48%
3 Coca-Cola Co/The 3.96% 1.38% 1.38%
4 Procter & Gamble Co/The 3.55% 1.37% 1.37%
5 Home Depot Inc/The 3.36% 1.34% 1.34%
6 Merck & Co Inc 3.86% 1.31% 1.31%
7 Texas Instruments Inc 5.90% 1.02% 1.02%
8 Verizon Communications Inc 3.65% 0.80% 0.80%
9 Amgen Inc 3.47% 0.78% 0.78%
10 PepsiCo Inc 3.44% 0.77% 0.77%
11 Abbott Laboratories 2.96% 0.74% 0.74%
12 QUALCOMM Inc 6.74% 0.63% 0.63%

Only in SCHD

19 total
  • Erie Indemnity Co 0.14%
  • Federated Hermes Inc 0.10%
  • OFG Bancorp 0.05%
  • National Bank Holdings Corp 0.05%
  • Federal Agricultural Mortgage Corp 0.04%
  • German American Bancorp Inc 0.04%
  • Lakeland Financial Corp 0.04%
  • Preferred Bank/Los Angeles CA 0.03%
  • Virtus Investment Partners Inc 0.02%
  • Central Pacific Financial Corp 0.02%

Only in VYM

524 total
  • Broadcom Inc 7.35%
  • JPMorgan Chase & Co 3.82%
  • ExxonMobil Holdings Corp 2.63%
  • Johnson & Johnson 2.51%
  • Cisco Systems Inc 1.86%
  • AbbVie Inc 1.80%
  • Bank of America Corp 1.66%
  • Caterpillar Inc 1.50%
  • Philip Morris International Inc 1.21%
  • RTX Corp 1.18%

Percentages are holdings overlap with the named fund.

Open SCHD or VYM 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.