SCHD vs SDY — stock comparison tool

SCHD currently yields 3.04% TTM versus SDY at 2.42%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SCHDSDY

Performance Comparison

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

SCHD

SDY

*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)

SCHD Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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SDY Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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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

SCHD$34.69

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Schwab U.S. Dividend Equity ETF

SDY$156.10

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State Street SPDR S&P Dividend ETF

Dividend Information

Dividend Yield

3.04%

2.42%

Annual Dividend

$1.05

$3.78

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

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

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%

SDY

155 holdings

Industrials18.41%

Consumer Defensive15.90%

Utilities12.88%

Financial Services12.14%

Technology9.10%

Healthcare8.54%

Basic Materials7.29%

Consumer Cyclical5.15%

Real Estate3.85%

Energy3.81%

Communication Services2.92%

Cash & Others0.01%

Top 10 holdings

Name	Weight
ACNACCENTURE PLC CL A	3.71%
VZVERIZON COMMUNICATIONS INC	2.92%
CVXCHEVRON CORP	2.16%
OREALTY INCOME CORP	1.95%
MDTMEDTRONIC PLC	1.84%
PEPPEPSICO INC	1.83%
TGTTARGET CORP	1.69%
ADPAUTOMATIC DATA PROCESSING	1.56%
KVUEKENVUE INC	1.53%
NKENIKE INC CL B	1.52%
Top 10	20.71%

Overlap & differences

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

SCHDSharedSDY

Overlap by weight

25%

Share of portfolio weight that appears in both funds.

# overlapping holdings

SCHD: 19% also in SDYSDY: 19% also in SCHD

SCHD: showing top 100 holdings by weight (of 102) · SDY: showing top 100 holdings by weight (of 155). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHD vs SDY)

Left = heavier in SCHD. Right = heavier in SDY.

SCHD overweight (left)SDY overweight (right)

Search ticker

19 shown

Overlapping tickers


ACN	Technology	Information Technology Services	3.6%	3.7%	3.6%
VZ	Communication Services	Telecommunications Services	3.6%	2.9%	2.9%
CVX	Energy	Oil & Gas Integrated	4.3%	2.2%	2.2%
PEP	Consumer Defensive	Beverages - Non-Alcoholic	3.9%	1.8%	1.8%
TGT	Consumer Defensive	Discount Stores	1.7%	1.7%	1.7%
ADP	Technology	Software - Application	2.8%	1.6%	1.6%
PG	Consumer Defensive	Household & Personal Products	4.3%	1.4%	1.4%
KO	Consumer Defensive	Beverages - Non-Alcoholic	4.3%	1.3%	1.3%
LMT	Industrials	Aerospace & Defense	2.7%	1.3%	1.3%
ABT	Healthcare	Medical - Devices	3.8%	1.3%	1.3%

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