SCHDvsSCHVETF Comparison
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Schwab U.S. Dividend Equity ETF (SCHD) belongs to the US High Dividend segment. Schwab U.S. Large-Cap Value ETF (SCHV) is part of the US Large Cap Value segment. SCHD's top 3 sector exposures are Health Care, Consumer Staples and Information Technology. In contrast, SCHV's top sector exposures are Financials, Information Technology and Industrials. SCHD is more expensive with a Total Expense Ratio (TER) of 0.06%, versus 0.04% for SCHV. SCHD is up 18.68% year-to-date (YTD) with +$10.52B in YTD flows. SCHV performs worse with 13.68% YTD performance, and -$580M in YTD flows. Run a side-by-side ETF comparison of SCHD and SCHV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SCHD vs SCHV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHD SCHV | +1.91%+2.94% | +4.21%+6.97% | +18.68%+13.68% | +27.95%+27.31% | +53.09%+66.11% | +49.79%+61.90% |
| Flows | SCHD SCHV | +$3.14B-$129M | +$7.49B-$730M | +$10.52B-$580M | +$10.82B+$206M | +$28.66B+$649M | +$52.55B+$804M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHD SCHV | +10.33%+13.30% | +11.14%+10.92% | +13.08%+12.79% | +14.44%+14.60% |
| Max drawdown | SCHD SCHV | -2.80%-4.53% | -4.68%-6.83% | -16.07%-15.13% | -16.85%-19.73% |
| Max drawdown duration | SCHD SCHV | 42d33d | 58d49d | 402d208d | 714d752d |
Trading data
SCHD | SCHV | |
Last sale 6/8/2026 at 3:04 PM | $32.50 | $33.89 |
| Previous close 06/05/2026 | $32.30 | $33.52 |
| Consolidated volume 06/05/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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SCHD | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/8/2026 at 3:04 PM
Live
Closed
SCHD | SCHV | |
|---|---|---|
| Last price | $32.50 | $33.89 |
| 1D performance | +0.60% | +1.10% |
| AuM | $95.17 B | $15.49 B |
| E/R | 0.06% | 0.04% |
Characteristics
SCHD | SCHV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | Schwab ETFs |
| Benchmark | Dow Jones U.S. Dividend 100 Index | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
| N° of holdings | 100 | 517 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 20, 2011 | December 11, 2009 |
| ESG | No | No |
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Exposure
Countries
SCHD
USA
94.87%
Other
5.13%
SCHV
USA
94.7%
Other
5.3%
Sectors
SCHD
Health Care
18.86%
Consumer Staples
17.74%
Information Techn.
16.25%
Energy
15.69%
Financials
9.33%
Consumer Discreti.
8.05%
Other
14.08%
SCHV
Financials
19.43%
Information Techn.
16.64%
Industrials
13.63%
Health Care
11.05%
Consumer Staples
8.38%
Other
30.87%
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Diversification
SCHD
Total weight of top 15 holdings out of 15
58.62%
SCHV
Total weight of top 15 holdings out of 15
24.88%
Top 15 holdings
Data as of April 30, 2026
SCHD
TEXAS INSTRUMENTS
5.58%
UNITEDHEALTH GRP
4.95%
QUALCOMM
4.17%
CHEVRON TEXACO
4.06%
COCA-COLA
4.01%
CONOCOPHILLIPS
3.91%
PEPSICO U
3.86%
PROCTERGAMBLE
3.82%
MERCK & CO INC
3.79%
HOME DEPOT
3.71%
VERIZON COMMUNICATIONS
3.70%
AMGEN-T
3.69%
ABBOTT LABS
3.29%
BRISTOL-MYERS SQUIBB
3.14%
ALTRIA GROUP
2.95%
SCHV
BERKSHIRE HATHWAY
2.98%
JPMORGAN CHASE
2.88%
EXXON
2.16%
WALMART INC
1.98%
MICRON TECHNOLOGY
1.94%
JOHNSON&JOHNSON
1.91%
INTEL-T
1.35%
CATERPILLAR
1.33%
CISCO-T
1.23%
ABBVIE
1.22%
BK OF AMERICA CO
1.20%
CHEVRON TEXACO
1.20%
PROCTERGAMBLE
1.20%
HOME DEPOT
1.16%
US5128073062
1.15%
Frequently asked questions about SCHD and SCHV
How have the SCHD and SCHV ETFs performed in 2026?
As of June 5, 2026, SCHD is up 18.68% year-to-date (YTD), while SCHV has returned 13.68%. That puts SCHD better performer ahead so far this year.
Which ETF is attracting more investor money: SCHD or SCHV?
Year-to-date, the SCHD ETF saw +$10.52B in flows, compared to -$580M for SCHV.
Which ETF is more volatile: SCHD or SCHV?
Over the past year, SCHD had a volatility of 11.14%, while SCHV experienced 10.92%.
Which ETF is bigger: SCHD or SCHV?
As of June 5, 2026, SCHD holds $95.17 B in assets under management (AUM), while SCHV manages $15.49 B.
What sectors do the SCHD and SCHV ETFs invest in?
SCHD leans toward sectors like Health Care, Consumer Staples and Information Technology. Meanwhile, SCHV focuses on Financials, Information Technology and Industrials.
What are the top holdings of the SCHD ETF and SCHV ETF?
SCHD top holdings include TEXAS INSTRUMENTS, UNITEDHEALTH GRP and QUALCOMM. SCHV holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON.
Which ETF is more diversified: SCHD or SCHV?
SCHD holds 100 securities with 58.62% of its assets in the top 15. SCHV has 552 securities and a top 15 weight of 24.88%.
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Latest news about SCHD & SCHV
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