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SCHDvsSPDVETF Comparison
Schwab U.S. Dividend Equity ETF (SCHD) belongs to the US High Dividend segment. AAM S&P 500 High Dividend Value ETF (SPDV) is part of the US Multi-Factor segment. SCHD's top 3 sector exposures are Energy, Consumer Staples and Health Care. In contrast, SPDV's top sector exposures are Energy, Health Care and Industrials. SCHD is less expensive with a Total Expense Ratio (TER) of 0.06%, versus 0.29% for SPDV. SCHD is up 12.57% year-to-date (YTD) with +$3.04B in YTD flows. SPDV performs worse with 7.63% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of SCHD and SPDV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SCHD vs SPDV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHD SPDV | -1.28%-3.18% | +12.04%+6.66% | +12.57%+7.63% | +13.16%+16.49% | +44.05%+50.17% | +53.82%+51.85% |
| Flows | SCHD SPDV | +$1.81B+$2M | +$3.74B+$5M | +$3.04B+$3M | +$6.52B+$7M | +$22.27B-$7M | +$48.87B+$43M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHD SPDV | +11.52%+13.33% | +16.12%+17.86% | +13.38%+15.35% | +14.49%+16.49% |
| Max drawdown | SCHD SPDV | -3.07%-3.90% | -13.51%-14.46% | -16.07%-18.52% | -16.85%-21.32% |
| Max drawdown duration | SCHD SPDV | 8d16d | 164d112d | 402d263d | 714d688d |
SCHD | SPDV | |
Last sale 3/11/2026 at 1:30 PM | $31.00 | $37.05 |
| Previous close 03/10/2026 | $30.90 | $37.09 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SCHD | SPDV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SCHD | SPDV | |
|---|---|---|
| Last price | $31.00 | $37.05 |
| 1D performance | +0.32% | -0.11% |
| AuM | $83.69 B | $85.19 M |
| E/R | 0.06% | 0.29% |
SCHD | SPDV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | Advisors Asset Management |
| Benchmark | Dow Jones U.S. Dividend 100 Index | S&P 500 Dividend and Free Cash Flow Yield Index |
| N° of holdings | 98 | 51 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 20, 2011 | November 28, 2017 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SCHD and SPDV ETFs performed in 2026?
As of March 10, 2026, SCHD is up 12.57% year-to-date (YTD), while SPDV has returned 7.63%. That puts SCHD better performer ahead so far this year.
Which ETF is attracting more investor money: SCHD or SPDV?
Year-to-date, the SCHD ETF saw +$3.04B in flows, compared to +$3M for SPDV.
Which ETF is more volatile: SCHD or SPDV?
Over the past year, SCHD had a volatility of 16.12%, while SPDV experienced 17.86%.
Which ETF is bigger: SCHD or SPDV?
As of March 10, 2026, SCHD holds $83.69 B in assets under management (AUM), while SPDV manages $85.19 M.
What sectors do the SCHD and SPDV ETFs invest in?
SCHD leans toward sectors like Energy, Consumer Staples and Health Care. Meanwhile, SPDV focuses on Energy, Health Care and Industrials.
What are the top holdings of the SCHD ETF and SPDV ETF?
SCHD top holdings include LOCKHEED MARTIN, CHEVRON TEXACO and HOME DEPOT. SPDV holds in its top three: NEWMONT CORP, HALLIBURTON and LOCKHEED MARTIN.
Which ETF is more diversified: SCHD or SPDV?
SCHD holds 98 securities with 58.92% of its assets in the top 15. SPDV has 51 securities and a top 15 weight of 36.21%.
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