Schwab U.S. Dividend Equity ETF (Dow Jones U.S. Dividend 100) against Vanguard High Dividend Yield ETF (FTSE High Dividend Yield) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| SCHD | VYM | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +29.3% | +15.8% | +13.50 pp |
| 1Y CAGR | +30.1% | +20.9% | +9.18 pp |
| 3Y CAGR | +16.6% | +18.6% | -2.04 pp |
| 5Y CAGR | +9.99% | +12.0% | -1.98 pp |
| 10Y CAGR | +13.2% | +11.8% | +1.32 pp |
| Since inception CAGR | +13.6% | +9.42% | +4.22 pp |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is SCHD minus VYM. SCHD since-inception measured from first available bar October 20, 2011. VYM since-inception measured from first available bar November 16, 2006. Since-inception spans differ — compare that row with care.
| SCHD | VYM | |
|---|---|---|
| Name | Schwab U.S. Dividend Equity ETF | Vanguard High Dividend Yield Index Fund ETF Shares |
| Category | Large Value | Large Value |
| Style | Passive | Passive |
| Expense ratio | 0.06% | 0.04% |
| Assets (AUM) | $104.2B | $99.2B |
| Dividend yield | 3.13% | 2.24% |
| Avg volume (3-mo) | 22.1M | 1.3M |
| Inception | October 20, 2011 | November 10, 2006 |
| Benchmark proxy | S&P 500 | S&P 500 |
VYM costs 0.02 pp less per year — about $2.00 per $10,000 invested.
| Shared holding | SCHD | VYM | MIN |
|---|---|---|---|
| UNHUnitedHealth Group Inc | 4.30% | 1.52% | 1.52% |
| CVXChevron Corp | 3.90% | 1.48% | 1.48% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.