SDYvsSCHDETF Comparison
VS
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 13.59% year-to-date (YTD) with -$638M in YTD flows. SCHD performs better with 28.3% YTD performance, and +$23.90B 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
SDY vs SCHD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDY SCHD | +2.79%+2.38% | +0.19%+4.82% | +13.59%+28.30% | +15.06%+33.74% | +46.16%+61.63% | +45.53%+60.73% |
| Flows | SDY SCHD | -$68M+$2.85B | -$260M+$10.06B | -$638M+$23.90B | -$797M+$24.23B | -$4.48B+$40.19B | -$2.90B+$62.44B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDY SCHD | +10.34%+10.83% | +10.82%+11.28% | +12.20%+13.23% | +14.01%+14.41% |
| Max drawdown | SDY SCHD | -7.44%-6.85% | -7.73%-6.85% | -14.33%-16.07% | -15.22%-16.85% |
| Max drawdown duration | SDY SCHD | 53d53d | 122d53d | 254d402d | 107d714d |
Trading data
SDY | SCHD | |
Last sale 10/16/2026 at 1:30 PM | $155.06 | $34.35 |
| Previous close 10/15/2026 | $153.96 | $34.10 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
SDY | SCHD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
SDY | SCHD | |
|---|---|---|
| Last price | $155.06 | $34.35 |
| 1D performance | +0.71% | +0.73% |
| AuM | $21.52 B | $115.00 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 |
Advertisement
Exposure
Countries
SDY
USA
90.23%
Other
9.77%
SCHD
USA
96.96%
Other
3.04%
Sectors
SDY
Finance
15.78%
Consumer Non-Cycl.
14.62%
Industrials
14.18%
Utilities
12.51%
Technology
8.98%
Healthcare
8.21%
Other
25.73%
SCHD
Healthcare
22.01%
Consumer Non-Cycl.
19.65%
Energy
15.17%
Finance
10.2%
Technology
9.47%
Other
23.5%
Advertisement
Diversification
SDY
Total weight of top 15 holdings out of 15
27.38%
SCHD
Total weight of top 15 holdings out of 15
58.21%
Top 15 holdings
Data as of August 31, 2026
SDY
Verizon Communications, Inc.
3.24%
Accenture Plc
3.05%
Realty Income Corp.
2.12%
Chevron Corp.
1.97%
PepsiCo, Inc.
1.94%
Medtronic Plc
1.75%
Target Corp.
1.75%
NIKE, Inc.
1.57%
Automatic Data Processing, Inc.
1.54%
Kenvue, Inc.
1.52%
Kimberly-Clark Corp.
1.52%
Becton, Dickinson & Co.
1.46%
Consolidated Edison, Inc.
1.32%
WEC Energy Group, Inc.
1.31%
Abbott Laboratories
1.31%
SCHD
Merck & Co., Inc.
5.03%
Abbott Laboratories
4.92%
Amgen, Inc.
4.82%
The Coca-Cola Co.
4.30%
Verizon Communications, Inc.
3.98%
The Home Depot, Inc.
3.97%
ConocoPhillips
3.91%
Chevron Corp.
3.89%
UnitedHealth Group, Inc.
3.87%
Procter & Gamble Co.
3.83%
PepsiCo, Inc.
3.69%
Bristol Myers Squibb Co.
3.37%
Texas Instruments Incorporated
3.10%
Accenture Plc
2.79%
Altria Group, Inc.
2.76%
Frequently asked questions about SDY and SCHD
How have the SDY and SCHD ETFs performed in 2026?
As of October 16, 2026, SDY is up 13.59% year-to-date (YTD), while SCHD has returned 28.3%. 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 -$638M in flows, compared to +$23.90B for SCHD.
Which ETF is more volatile: SDY or SCHD?
Over the past year, SDY had a volatility of 10.82%, while SCHD experienced 11.28%.
Which ETF is bigger: SDY or SCHD?
As of October 16, 2026, SDY holds $21.52 B in assets under management (AUM), while SCHD manages $115.00 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: Merck & Co., Inc., Abbott Laboratories and Amgen, Inc..
Which ETF is more diversified: SDY or SCHD?
SDY holds 154 securities with 27.38% of its assets in the top 15. SCHD has 99 securities and a top 15 weight of 58.21%.
Advertisement
Latest news about SDY & SCHD
ETF Comparison: Schwab US Dividend Equity ETF (SCHD) Versus WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
May 30, 2025
SCHD
ETF Comparison: Vanguard High Dividend Yield ETF (VYM) Versus Schwab U.S. Dividend Equity ETF (SCHD)
February 12, 2025
SCHD
Advertisement
ETF Comparison: Schwab U.S. Dividend Equity ETF (SCHD) Versus WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
August 15, 2024
SCHD
Capital Group Dividend Value ETF (CGDV) Review: A Low-Cost Actively Managed ETF to Watch
November 17, 2023
SCHD
Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?
October 20, 2023
SDY
Advertisement
