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 Industrials, Utilities and Consumer Staples. In contrast, SCHD's top sector exposures are Energy, Consumer Staples and Health Care. SDY is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.06% for SCHD. SDY is up 7.77% year-to-date (YTD) with -$227M in YTD flows. SCHD performs better with 14.11% YTD performance, and +$6.41B 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 04/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDY SCHD | +0.65%+1.22% | +3.19%+9.15% | +7.77%+14.11% | +18.26%+26.87% | +29.81%+40.95% | +40.16%+48.83% |
| Flows | SDY SCHD | -$8M+$2.96B | -$98M+$6.09B | -$227M+$6.41B | -$911M+$7.20B | -$5.41B+$25.01B | -$2.12B+$50.92B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDY SCHD | +10.64%+10.83% | +11.03%+11.72% | +12.39%+13.22% | +14.13%+14.45% |
| Max drawdown | SDY SCHD | -7.73%-4.68% | -7.73%-4.68% | -14.33%-16.07% | -15.22%-16.85% |
| Max drawdown duration | SDY SCHD | 47d46d | 47d46d | 254d402d | 107d714d |
Trading data
SDY | SCHD | |
Last sale 4/17/2026 at 1:30 PM | $149.05 | $31.05 |
| Previous close 04/17/2026 | $147.82 | $30.81 |
| Consolidated volume 04/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 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 4/17/2026 at 1:30 PM
Live
Closed
SDY | SCHD | |
|---|---|---|
| Last price | $149.05 | $31.05 |
| 1D performance | +0.83% | +0.78% |
| AuM | $21.07 B | $87.51 B |
| E/R | 0.35% | 0.06% |
Characteristics
SDY | SCHD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | SPDR | Schwab ETFs |
| Benchmark | S&P High Yield Dividend Aristocrats Index | Dow Jones U.S. Dividend 100 Index |
| N° of holdings | 152 | 97 |
| 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
94.06%
Other
5.94%
SCHD
USA
95.41%
Other
4.59%
Sectors
SDY
Industrials
17.39%
Utilities
14.73%
Consumer Staples
14.26%
Financials
11%
Information Techn.
7.51%
Other
35.09%
SCHD
Energy
21.15%
Consumer Staples
17%
Health Care
15.95%
Industrials
11.38%
Consumer Discreti.
9.88%
Information Techn.
9.27%
Other
15.37%
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Diversification
SDY
Total weight of top 15 holdings out of 15
26.67%
SCHD
Total weight of top 15 holdings out of 15
60.62%
Top 15 holdings
Data as of February 28, 2026
SDY
VERIZON COMMUNICATIONS
3.46%
REALTY INCOME REIT
2.49%
CHEVRON TEXACO
2.01%
TARGET
2.00%
PEPSICO U
1.83%
KIMBERLY CLARK
1.68%
US49177J1025
1.63%
EXXON
1.56%
WEC ENERGY GROUP INC
1.54%
CONSOLIDATED EDISON
1.48%
SOUTHERN
1.48%
TEXAS INSTRUMENTS
1.43%
SYSCO
1.39%
PROCTERGAMBLE
1.35%
XCEL ENERGY
1.34%
SCHD
LOCKHEED MARTIN
4.89%
VERIZON COMMUNICATIONS
4.33%
CHEVRON TEXACO
4.32%
MERCK & CO INC
4.29%
TEXAS INSTRUMENTS
4.27%
BRISTOL-MYERS SQUIBB
4.26%
CONOCOPHILLIPS
4.24%
ALTRIA GROUP
4.18%
COCA-COLA
4.03%
PEPSICO U
4.03%
AMGEN-T
3.88%
HOME DEPOT
3.73%
CISCO-T
3.54%
ABBVIE
3.53%
UNITED PARCEL SERVICE-CL
3.09%
Frequently asked questions about SDY and SCHD
How have the SDY and SCHD ETFs performed in 2026?
As of April 17, 2026, SDY is up 7.77% year-to-date (YTD), while SCHD has returned 14.11%. 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 -$227M in flows, compared to +$6.41B for SCHD.
Which ETF is more volatile: SDY or SCHD?
Over the past year, SDY had a volatility of 11.03%, while SCHD experienced 11.72%.
Which ETF is bigger: SDY or SCHD?
As of April 17, 2026, SDY holds $21.07 B in assets under management (AUM), while SCHD manages $87.51 B.
What sectors do the SDY and SCHD ETFs invest in?
SDY leans toward sectors like Industrials, Utilities and Consumer Staples. Meanwhile, SCHD focuses on Energy, Consumer Staples and Health Care.
What are the top holdings of the SDY ETF and SCHD ETF?
SDY top holdings include VERIZON COMMUNICATIONS, REALTY INCOME REIT and CHEVRON TEXACO. SCHD holds in its top three: LOCKHEED MARTIN, VERIZON COMMUNICATIONS and CHEVRON TEXACO.
Which ETF is more diversified: SDY or SCHD?
SDY holds 154 securities with 26.67% of its assets in the top 15. SCHD has 97 securities and a top 15 weight of 60.62%.
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