Screener
SCHD vs DVY
Schwab U.S. Dividend Equity ETF vs iShares Select Dividend ETF
Key differences
Both SCHD and DVY are equity ETFs. SCHD charges 0.06% a year and DVY 0.38%. The main difference: SCHD costs 0.32% less per year.
- SCHD costs 0.32% less per year.
- SCHD is much larger than DVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DVY has delivered higher annualized returns.
- DVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHD | DVY | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.38% |
| Fund size (AUM) | $94.9B | $22.5B |
| Since | 2011 | 2003 |
| Dividend yield | 3.25% | 3.39% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.6% | +23.5% |
| CAGR 3Y | +15.9% | +17.0% |
| CAGR 5Y | +8.5% | +9.0% |
| Sharpe 3Y | 0.92 | 0.95 |
| Volatility 1Y | 10.98% | 11.11% |
| Max drawdown | -33.37% | -41.59% |
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