HDV vs SCHD — stock comparison tool

HDV currently yields 2.83% TTM versus SCHD at 3.04%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

HDVSCHD

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

HDV

SCHD

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

HDV Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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SCHD Total Returns by Year

Calendar-year total returns, including reinvested dividends

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

HDV$30.11

—

iShares Core High Dividend ETF

SCHD$34.69

—

Schwab U.S. Dividend Equity ETF

Dividend Information

Dividend Yield

2.83%

3.04%

Annual Dividend

$0.85

$1.05

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

HDV

74 holdings

Consumer Staples26.99%

Healthcare25.10%

Energy24.83%

Consumer Defensive23.05%

Health Care13.64%

Utilities10.88%

Consumer Discretionary9.43%

Consumer Cyclical8.32%

Communication Services5.75%

Communication5.29%

Financial Services4.68%

Other11.21%

Top 10 holdings

Name	Weight
XOMEXXONMOBIL HOLDINGS CORP	9.54%
CVXCHEVRON	7.21%
ABBVABBVIE	6.79%
PGPROCTER & GAMBLE	5.49%
VZVERIZON COMMUNICATIONS INC	5.22%
PMPHILIP MORRIS INTERNATIONAL	5.08%
PFEPFIZER	4.72%
HDHOME DEPOT	4.52%
MRKMERCK & CO INC	4.45%
KOCOCA-COLA	4.43%
Top 10	57.45%

SCHD

102 holdings

Consumer Defensive20.07%

Healthcare19.33%

Technology15.98%

Energy15.35%

Financial Services9.18%

Industrials7.31%

Consumer Cyclical6.73%

Communication Services5.95%

Utilities0.09%

Cash & Others0.01%

Top 10 holdings

Name	Weight
TXNTEXAS INSTRUMENT	4.40%
PGPROCTER & GAMBLE	4.34%
CVXCHEVRON	4.31%
KOCOCA-COLA	4.30%
COPCONOCOPHILLIPS	4.30%
QCOMQUALCOMM	4.15%
UNHUNITEDHEALTH GROUP	4.14%
HDHOME DEPOT	3.95%
AMGNAMGEN INC	3.90%
PEPPEPSICO	3.86%
Top 10	41.65%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

HDVSharedSCHD

Overlap by weight

52%

Share of portfolio weight that appears in both funds.

# overlapping holdings

HDV: 33% also in SCHDSCHD: 29% also in HDV

SCHD: showing top 100 holdings by weight (of 102). Overlap counts use this top slice, not the full fund book.

Sector drift (HDV vs SCHD)

Left = heavier in HDV. Right = heavier in SCHD.

HDV overweight (left)SCHD overweight (right)

Search ticker

29 shown

Overlapping tickers


PG	Consumer Defensive	Household & Personal Products	5.5%	4.3%	4.3%
CVX	Energy	Oil & Gas Integrated	7.2%	4.3%	4.3%
KO	Consumer Defensive	Beverages - Non-Alcoholic	4.4%	4.3%	4.3%
HD	Consumer Cyclical	Home Improvement	4.5%	4.0%	4.0%
PEP	Consumer Defensive	Beverages - Non-Alcoholic	4.0%	3.9%	3.9%
MRK	Healthcare	Drug Manufacturers - General	4.4%	3.8%	3.8%
VZ	Communication Services	Telecommunications Services	5.2%	3.6%	3.6%
MO	Consumer Defensive	Tobacco	3.8%	3.0%	3.0%
BMY	Healthcare	Drug Manufacturers - General	2.7%	3.0%	2.7%
AMGN	Healthcare	Drug Manufacturers - General	2.7%	3.9%	2.7%

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