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SCHD vs SPYD

Schwab U.S. Dividend Equity ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF

SCHD

Schwab U.S. Dividend Equity ETF

Schwab ETFs

Annual cost

0.06%

Fund size

$91.1B

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

Key differences

  • SCHD is significantly larger than SPYD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHD has delivered higher annualized returns.

Side-by-side comparison

SCHDSPYD
Annual cost (TER)0.06%0.07%
Fund size (AUM)$91.1B$7.4B
Since20112015
Dividend yield3.29%4.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.1%+18.8%
CAGR 3Y+16.2%+14.8%
CAGR 5Y+8.7%+6.9%
Sharpe 3Y0.950.78
Volatility 1Y11.01%11.72%
Max drawdown-33.37%-46.42%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHD and SPYD