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 Health Care, Consumer Staples and Information Technology. SDY is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.06% for SCHD. SDY is up 7.47% year-to-date (YTD) with -$309M in YTD flows. SCHD performs better with 18.84% YTD performance, and +$10.26B 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 06/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDY SCHD | +0.83%+2.64% | -3.24%+3.25% | +7.47%+18.84% | +12.71%+27.03% | +33.59%+53.30% | +34.18%+50.26% |
| Flows | SDY SCHD | -$89M+$2.95B | -$105M+$7.36B | -$309M+$10.26B | -$914M+$10.54B | -$5.15B+$28.40B | -$2.40B+$52.35B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDY SCHD | +11.00%+10.24% | +10.41%+11.10% | +12.18%+13.08% | +14.08%+14.43% |
| Max drawdown | SDY SCHD | -6.87%-3.83% | -7.73%-4.68% | -14.33%-16.07% | -15.22%-16.85% |
| Max drawdown duration | SDY SCHD | 92d49d | 94d58d | 254d402d | 107d714d |
Trading data
SDY | SCHD | |
Last sale 6/3/2026 at 1:30 PM | $148.67 | $32.37 |
| Previous close 06/03/2026 | $148.90 | $32.37 |
| Consolidated volume 06/03/2026 | ||
| 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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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 6/3/2026 at 1:30 PM
Live
Closed
SDY | SCHD | |
|---|---|---|
| Last price | $148.67 | $32.37 |
| 1D performance | -0.15% | +0.00% |
| AuM | $20.93 B | $95.03 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 | 152 | 100 |
| 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
93.34%
Other
6.66%
SCHD
USA
94.87%
Other
5.13%
Sectors
SDY
Industrials
16.64%
Utilities
15%
Consumer Staples
13.11%
Financials
11.94%
Information Techn.
10.43%
Health Care
7.16%
Other
25.73%
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%
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Diversification
SDY
Total weight of top 15 holdings out of 15
24.03%
SCHD
Total weight of top 15 holdings out of 15
58.62%
Top 15 holdings
Data as of April 30, 2026
SDY
VERIZON COMMUNICATIONS
2.47%
REALTY INCOME REIT
2.25%
US49177J1025
1.63%
KIMBERLY CLARK
1.59%
PEPSICO U
1.58%
TARGET
1.56%
QUALCOMM
1.55%
CHEVRON TEXACO
1.51%
TEXAS INSTRUMENTS
1.49%
AUTOMATIC DATA PROCESSING
1.48%
WEC ENERGY GROUP INC
1.44%
ABBVIE
1.38%
EDISON INTERNATIONAL
1.37%
MEDTRONIC PLC
1.37%
MICROCHIP TECHNOLOGY
1.37%
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%
Frequently asked questions about SDY and SCHD
How have the SDY and SCHD ETFs performed in 2026?
As of June 3, 2026, SDY is up 7.47% year-to-date (YTD), while SCHD has returned 18.84%. 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 -$309M in flows, compared to +$10.26B for SCHD.
Which ETF is more volatile: SDY or SCHD?
Over the past year, SDY had a volatility of 10.41%, while SCHD experienced 11.1%.
Which ETF is bigger: SDY or SCHD?
As of June 3, 2026, SDY holds $20.93 B in assets under management (AUM), while SCHD manages $95.03 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 Health Care, Consumer Staples and Information Technology.
What are the top holdings of the SDY ETF and SCHD ETF?
SDY top holdings include VERIZON COMMUNICATIONS, REALTY INCOME REIT and US49177J1025. SCHD holds in its top three: TEXAS INSTRUMENTS, UNITEDHEALTH GRP and QUALCOMM.
Which ETF is more diversified: SDY or SCHD?
SDY holds 155 securities with 24.03% of its assets in the top 15. SCHD has 100 securities and a top 15 weight of 58.62%.
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