SCHD vs VYM

Schwab U.S. Dividend Equity ETF vs Vanguard High Dividend Yield Index Fund ETF Shares. Holdings overlap, sector exposure, and key differences compared.

ETF A
SCHD
Schwab U.S. Dividend Equity ETF
Holdings50
CategoryLarge Value
ETF B
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
Holdings557
CategoryLarge Value

Holdings overlap

22.4%
Weighted overlap
49
Shared holdings
1
Unique to SCHD
508
Unique to VYM

SCHD and VYM share 49 holdings, representing 22.4% weighted overlap. These funds are quite different. Combining them provides genuine diversification.

Shared holdings

Each band represents a holding. Shared holdings are connected by ribbons between SCHD and VYM. Band height reflects the holding's weight in the fund. Colour indicates sector.

Band height = weight in ETF · Color = sector · Ribbons = shared holdings
SCHDVYMTXN4.3%UNH4.3%CVX4.2%MRK4.2%KO4.1%COP4.0%PEP3.9%AMGN3.8%VZ3.8%PG3.8%HD3.8%ABT3.7%QCOM3.6%LMT3.3%BMY3.2%ACN3.0%MO3.0%CMCSA2.7%BX2.3%ADP2.1%29 more shared24.4%29 more shared4.1%AVGO6.5%JPM3.4%XOM2.8%JNJ2.6%WMT2.5%482 more unique59.2%

Sector breakdown

Side-by-side sector exposure. Bars grow outward from the centre. Wider bars mean higher allocation.

SCHD - Schwab U.S. Dividend Equity ETF
VYM - Vanguard High Dividend Yield Index Fund ETF Shares
19.4%
Consumer Defensive
11.8%
19.2%
Healthcare
13.3%
7.4%
Financial Services
19.2%
15.4%
Energy
9.6%
14.2%
Technology
15.1%
7.9%
Industrials
12.6%
6.0%
Consumer Cyclical
6.9%
6.5%
Communication Services
2.6%
Utilities
6.0%
Basic Materials
2.3%

Geographic exposure

SCHD

North AmericaEuropeUnited States92.9%Ireland3.0%
North America92.9%Europe3.0%

VYM

North AmericaEuropeUnited States94.5%Ireland2.6%Switzerland
North America94.5%Europe4.4%Latin America0.3%

Top holdings compared

Top shared holdings

HoldingSCHD weightVYM weight
CVXChevron Corp4.18%1.54%
MRKMerck & Company Inc4.17%1.38%
PGProcter & Gamble Company3.79%1.73%
KOThe Coca-Cola Company4.09%1.40%
UNHUnitedHealth Group Incorporated4.30%1.18%
HDThe Home Depot Inc3.76%1.67%
TXNTexas Instruments Incorporated4.34%0.85%
PEPPepsiCo Inc3.93%1.03%
VZVerizon Communications Inc3.82%0.93%
AMGNAmgen Inc3.83%0.85%
COPConocoPhillips3.98%0.63%
ABTAbbott Laboratories3.71%0.89%
QCOMQualcomm Incorporated3.59%0.68%
LMTLockheed Martin Corporation3.32%0.60%
BMYBristol-Myers Squibb Company3.19%0.56%

Unique to SCHD

BR0.48%

Unique to VYM

AVGO6.51%
JPM3.38%
XOM2.84%
JNJ2.64%
WMT2.46%

Key differences

Market capitalisation breakdown shows how each fund is distributed across company sizes.

Mega
-
18.7%
Big
77.0%
51.3%
Medium
18.5%
22.7%
Small
3.1%
5.3%
Micro
1.1%
1.1%
SCHDVYM

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