SCHD vs SPYI — stock comparison tool

SCHD currently yields 3.04% TTM versus SPYI at 11.81%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SCHDSPYI

Performance Comparison

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

SCHD

SPYI

*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

Loading returns…

SPYI Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

Loading returns…

Best Total Return

—

No data

Highest Dividend Income

—

No data

Best Avg Annual Return

—

No data

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

—

Schwab U.S. Dividend Equity ETF

SPYI$53.70

—

Neos S&P 500(R) High Income ETF

Dividend Information

Dividend Yield

3.04%

11.81%

Annual Dividend

$1.05

$6.34

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%

SPYI

10 holdings

Technology39.07%

Financial Services11.53%

Communication Services9.72%

Healthcare9.58%

Consumer Cyclical9.18%

Industrials7.39%

Consumer Defensive4.66%

Energy3.72%

Utilities1.93%

Real Estate1.67%

Basic Materials1.53%

Cash & Others0.01%

Top 10 holdings

Name	Weight
NVDANVIDIA Corp	7.94%
AAPLApple Inc	7.49%
MSFTMicrosoft Corp	5.97%
AMZNAmazon.com Inc	3.90%
GOOGLAlphabet Inc	3.00%
GOOGAlphabet Inc	2.41%
AVGOBroadcom Inc	2.40%
METAMeta Platforms Inc	2.29%
TSLATesla Inc	1.59%
LLYEli Lilly & Co	1.55%
Top 10	38.54%

Overlap & differences

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

SCHDSharedSPYI

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

SCHD: 17% also in SPYISPYI: 17% also in SCHD

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

Sector drift (SCHD vs SPYI)

Left = heavier in SCHD. Right = heavier in SPYI.

SCHD overweight (left)SPYI overweight (right)

Search ticker

17 shown

Overlapping tickers


CVX	Energy	Oil & Gas Integrated	4.3%	0.6%	0.6%
UNH	Healthcare	Medical - Healthcare Plans	4.1%	0.6%	0.6%
PG	Consumer Defensive	Household & Personal Products	4.3%	0.6%	0.6%
KO	Consumer Defensive	Beverages - Non-Alcoholic	4.3%	0.6%	0.6%
MRK	Healthcare	Drug Manufacturers - General	3.8%	0.6%	0.6%
HD	Consumer Cyclical	Home Improvement	4.0%	0.5%	0.5%
TXN	Technology	Semiconductors	4.4%	0.4%	0.4%
AMGN	Healthcare	Drug Manufacturers - General	3.9%	0.4%	0.4%
QCOM	Technology	Semiconductors	4.1%	0.3%	0.3%
VZ	Communication Services	Telecommunications Services	3.6%	0.3%	0.3%

Want to track these stocks?

Add them to your portfolio for real-time dividend tracking, alerts, and performance insights.

Create Portfolio