![]() For my own fun, I redid it in portfolio visualizer and stopped it in 2019. You can see immediately from the chart, this race was neck and neck until the 2020 crash that’s when the performance of SCHD really took off. ![]() The chart ( SCHD is blue, VYM is red) Source: Portfolio Visualizer Here is where SCHD really shines with it’s performance. Since 2011 (As far back as data goes for these two):ġ3.42% CAGR for SCHD and 11.44% for VYM. However, once you add in the dividends, VYM is slightly in the green. However, VYM has held up a little better.ĥ2 weeks: SCHD -4.54% VYM -2.70% Once again, both are in the red with their prices. Year-to-date Performance: SCHD -9.21% VYM -7.01% Both of these ETF’s are down on the year. Neither one of these ETFs should present any concern about liquidity. VYM has an average daily trading volume of 264M, SCHD has an average trading volume of 255M. VYM beats out SCHD with trading volume as well, but not by much. VYM uses the FTSE High Dividend Yield Index, while SCHD uses the Dow Jones U.S. ![]() VYM has slightly more assets under management than SCHD 45 Billion vs. Personally, P/CF is always one of my top metrics to look at. Both of these ETFs are so close it’s a game of pick your metric. However, the P/Cash Flow for VYM is slightly lower than SCHD. Fundamentals.Īt first glance, SCHD seems to have a lower valuation than VYM. SCHD is weighted more towards Technology and less towards Energy/Minerals than VYM. Here are the Top holdings of SCHD: Source: Ĥ.11% in Home Depot, 4.4% in Pepsi, 4.46% is in Merck,4.16 % in Pfizer. VYM is around 20% in the Financial Sector ( That’s where a lot of the Dividend Yield is coming from). That’s already almost 6% in banks within the top 10 holdings. VYM: 3.55% is in JP Morgan, 2.35% in Bank of America. SCHD gives you a little bit more Mid-cap exposure but less large and small cap exposure. At the same time, are these going to be your core holdings? If you already own something like VTSAX or ITOT, you probably don’t need more diversification. Therefore, if you want more diversification, you go with VYM. The Vanguard High Dividend Yield ETF has many more holdings-a total of 441 holdings. Absolute INSANITY that you can get a quality ETF with these low fees. On an investment of $10,000, this is only $6.00 a year. This is almost nothing in the way of costs. Expense Ratio of SCHD and VYMīoth SCHD and VYM have an expense ratio of 0.06%. Likewise, it was founded in the early 70’s. Vanguard is of course one of the longest running and most respected asset managers in the business. Top Dividend Focused ETFs Compared / SCHD or VYMĬharles Schwab is in the top 10 largest banking institutions in America, with over 8 trillion in assets for clients.
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