SDYvsSCHDETF Comparison
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State Street SPDR S&P Dividend ETF (SDY) and Schwab U.S. Dividend Equity ETF (SCHD) belong to the same industry segment: US High Dividend. SDY's top 3 sector exposures are Finance, Consumer Non-Cyclicals and Industrials. In contrast, SCHD's top sector exposures are Healthcare, Consumer Non-Cyclicals and Energy. SDY is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.06% for SCHD. SDY is up 14.63% year-to-date (YTD) with -$500M in YTD flows. SCHD performs better with 29.01% YTD performance, and +$19.22B in YTD flows. Run a side-by-side ETF comparison of SDY and SCHD 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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SDY vs SCHD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDY SCHD | +0.53%+4.23% | +5.67%+7.88% | +14.63%+29.01% | +13.88%+29.50% | +40.17%+58.23% | +44.28%+60.74% |
| Flows | SDY SCHD | -$99M+$4.28B | -$228M+$10.06B | -$500M+$19.22B | -$911M+$19.66B | -$4.82B+$36.01B | -$2.66B+$59.18B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDY SCHD | +11.60%+11.94% | +10.64%+11.19% | +12.23%+13.23% | +14.04%+14.45% |
| Max drawdown | SDY SCHD | -2.36%-2.93% | -7.73%-4.68% | -14.33%-16.07% | -15.22%-16.85% |
| Max drawdown duration | SDY SCHD | 21d31d | 122d58d | 254d402d | 107d714d |
Trading data
SDY | SCHD | |
Last sale 8/28/2026 at 7:22 PM | $157.50 | $34.87 |
| Previous close 08/27/2026 | $157.51 | $34.83 |
| Consolidated volume 08/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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SDY | SCHD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 8/28/2026 at 7:22 PM
Live
Closed
SDY | SCHD | |
|---|---|---|
| Last price | $157.50 | $34.87 |
| 1D performance | -0.01% | +0.11% |
| AuM | $21.99 B | $111.75 B |
| E/R | 0.35% | 0.06% |
Characteristics
SDY | SCHD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | Schwab ETFs |
| Benchmark | S&P High Yield Dividend Aristocrats Index | Dow Jones U.S. Dividend 100 Index |
| N° of holdings | 154 | 99 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 8, 2005 | October 20, 2011 |
| ESG | No | No |
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Exposure
Countries
SDY
USA
90.86%
Other
9.14%
SCHD
USA
97.33%
Other
2.67%
Sectors
SDY
Finance
16.22%
Consumer Non-Cycl.
14.52%
Industrials
14.43%
Utilities
13.26%
Technology
8.35%
Non-Energy Materi.
7.96%
Other
25.26%
SCHD
Healthcare
20.88%
Consumer Non-Cycl.
20.19%
Energy
14.81%
Finance
10.46%
Technology
9.72%
Industrials
7.48%
Other
16.48%
Diversification
SDY
Total weight of top 15 holdings out of 15
26.72%
SCHD
Total weight of top 15 holdings out of 15
58.01%
Top 15 holdings
Data as of July 31, 2026
SDY
Verizon Communications, Inc.
3.06%
Accenture Plc
2.69%
Realty Income Corp.
2.23%
PepsiCo, Inc.
1.95%
Chevron Corp.
1.90%
NIKE, Inc.
1.71%
Medtronic Plc
1.66%
Target Corp.
1.58%
Kenvue, Inc.
1.56%
Kimberly-Clark Corp.
1.55%
Automatic Data Processing, Inc.
1.44%
WEC Energy Group, Inc.
1.36%
The Southern Co.
1.36%
Consolidated Edison, Inc.
1.35%
Lockheed Martin Corp.
1.33%
SCHD
Abbott Laboratories
4.64%
Merck & Co., Inc.
4.41%
Amgen, Inc.
4.29%
UnitedHealth Group, Inc.
4.28%
The Home Depot, Inc.
4.15%
The Coca-Cola Co.
4.13%
Procter & Gamble Co.
4.10%
Verizon Communications, Inc.
3.93%
Chevron Corp.
3.87%
PepsiCo, Inc.
3.79%
ConocoPhillips
3.59%
Texas Instruments Incorporated
3.50%
Bristol Myers Squibb Co.
3.26%
Altria Group, Inc.
3.10%
Lockheed Martin Corp.
2.97%
Frequently asked questions about SDY and SCHD
How have the SDY and SCHD ETFs performed in 2026?
As of August 27, 2026, SDY is up 14.63% year-to-date (YTD), while SCHD has returned 29.01%. That puts SCHD better performer ahead so far this year.
Which ETF is attracting more investor money: SDY or SCHD?
Year-to-date, the SDY ETF saw -$500M in flows, compared to +$19.22B for SCHD.
Which ETF is more volatile: SDY or SCHD?
Over the past year, SDY had a volatility of 10.64%, while SCHD experienced 11.19%.
Which ETF is bigger: SDY or SCHD?
As of August 27, 2026, SDY holds $21.99 B in assets under management (AUM), while SCHD manages $111.75 B.
What sectors do the SDY and SCHD ETFs invest in?
SDY leans toward sectors like Finance, Consumer Non-Cyclicals and Industrials. Meanwhile, SCHD focuses on Healthcare, Consumer Non-Cyclicals and Energy.
What are the top holdings of the SDY ETF and SCHD ETF?
SDY top holdings include Verizon Communications, Inc., Accenture Plc and Realty Income Corp.. SCHD holds in its top three: Abbott Laboratories, Merck & Co., Inc. and Amgen, Inc..
Which ETF is more diversified: SDY or SCHD?
SDY holds 154 securities with 26.72% of its assets in the top 15. SCHD has 99 securities and a top 15 weight of 58.01%.
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