Performance
SCHD vs. VYM - Performance Comparison
In the year-to-date period, SCHD achieves a 11.52% return, which is significantly lower than VYM's 14.50% return. Over the past 10 years, SCHD has outperformed VYM with an annualized return of 11.41%, while VYM has yielded a comparatively lower 9.85% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
SCHD
VYM
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SCHD vs. VYM - Expense Ratio Comparison
Both SCHD and VYM have an expense ratio of 0.06%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHD vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US Dividend Equity ETF (SCHD) and Vanguard High Dividend Yield ETF (VYM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
SCHD vs. VYM - Sharpe Ratio Comparison
The current SCHD Sharpe Ratio is 1.49, which roughly equals the VYM Sharpe Ratio of 1.90. The chart below compares the 12-month rolling Sharpe Ratio of SCHD and VYM.
SCHD
VYM
Dividends
SCHD vs. VYM - Dividend Comparison
SCHD's dividend yield for the trailing twelve months is around 3.40%, more than VYM's 2.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 3.40% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
VYM Vanguard High Dividend Yield ETF | 2.83% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
SCHD vs. VYM - Drawdown Comparison
The maximum SCHD drawdown since its inception was -33.37%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for SCHD and VYM. For additional features, visit the drawdowns tool.
SCHD
VYM
Volatility
SCHD vs. VYM - Volatility Comparison
The current volatility for Schwab US Dividend Equity ETF (SCHD) is 3.16%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 3.42%. This indicates that SCHD experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
SCHD
VYM
