SCHD vs VYM

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

ETF A
SCHD
Schwab SCHD ETF
Holdings102
ETF B
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
Holdings606
CategoryLarge Value

Holdings overlap

21.4%
Weighted overlap
79
Shared holdings
23
Unique to SCHD
527
Unique to VYM

SCHD and VYM share 79 holdings, representing 21.4% 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
SCHDVYMTXN5.5%UNH5.0%QCOM4.9%CVX4.1%KO4.0%COP3.9%PEP3.8%VZ3.7%PG3.7%AMGN3.6%MRK3.6%HD3.5%ABT3.2%BMY3.1%MO3.1%ACN2.8%LMT2.7%CMCSA2.5%BX2.4%ADP2.2%59 more shared27.8%59 more shared4.5%AVGO8.0%JPM3.3%XOM2.7%JNJ2.3%522 more unique60.5%
99.2% of SCHD is shared21.4% of VYM is shared

Sector breakdown

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

SCHD - Schwab SCHD ETF
VYM - Vanguard High Dividend Yield Index Fund ETF Shares
9.4%
Financial Services
20.4%
19.2%
Consumer Defensive
8.1%
18.6%
Healthcare
12.2%
13.4%
Technology
17.7%
15.9%
Energy
9.7%
10.9%
Industrials
12.1%
6.3%
Consumer Cyclical
6.7%
6.3%
Communication Services
3.4%
0.0%
Utilities
5.7%
Basic Materials
3.5%

Geographic exposure

SCHD

North AmericaEuropeUnited States97.0%Ireland2.8%
North America97.0%Europe3.0%Latin America0.1%

VYM

North AmericaEuropeUnited States93.6%IrelandUnited Kin…
North America93.6%Europe5.2%Asia-Pacific0.2%Latin America0.3%

Top holdings compared

Top shared holdings

HoldingSCHD weightVYM weight
TXNTEXAS INSTRUMENT INC5.50%1.06%
UNHUNITEDHEALTH GROUP INC5.02%1.40%
QCOMQUALCOMM INC4.88%0.80%
CVXCHEVRON CORP4.11%1.51%
KOCOCA-COLA3.99%1.28%
PGPROCTER & GAMBLE3.68%1.44%
HDHOME DEPOT INC3.53%1.36%
PEPPEPSICO INC3.83%0.90%
MRKMERCK & CO INC3.59%1.13%
COPCONOCOPHILLIPS3.92%0.65%
VZVERIZON COMMUNICATIONS INC3.71%0.84%
AMGNAMGEN INC3.61%0.71%
ABTABBOTT LABORATORIES3.18%0.65%
BMYBRISTOL MYERS SQUIBB3.14%0.51%
MOALTRIA GROUP INC3.11%0.51%

Unique to SCHD

ERIE0.14%
FHI0.11%
MZTI0.07%
OFG0.05%
NBHC0.05%

Unique to VYM

AVGO8.03%
JPM3.34%
XOM2.72%
JNJ2.30%
CAT1.72%

Key differences

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

Mega
-
14.8%
Big
-
52.0%
Medium
-
25.2%
Small
-
6.0%
Micro
-
1.1%
SCHDVYM

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SCHD vs VYM: Holdings Overlap, Sectors & Full Comparison - FundBlender