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 Consumer Non-Cyclicals, Healthcare and Technology. SDY is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.06% for SCHD. SDY is up 13.37% year-to-date (YTD) with -$378M in YTD flows. SCHD performs better with 22.41% YTD performance, and +$14.01B 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 07/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDY SCHD | +2.57%+2.42% | +6.06%+8.06% | +13.37%+22.41% | +15.94%+27.24% | +36.66%+51.32% | +45.65%+57.14% |
| Flows | SDY SCHD | -$54M+$2.65B | -$158M+$7.85B | -$378M+$14.01B | -$901M+$14.09B | -$4.98B+$31.36B | -$2.63B+$54.81B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDY SCHD | +11.87%+12.42% | +10.69%+11.23% | +12.21%+13.17% | +14.08%+14.45% |
| Max drawdown | SDY SCHD | -2.61%-2.93% | -7.73%-4.68% | -14.33%-16.07% | -15.22%-16.85% |
| Max drawdown duration | SDY SCHD | 22d31d | 122d58d | 254d402d | 107d714d |
Trading data
SDY | SCHD | |
Last sale 7/17/2026 at 1:30 PM | $154.87 | $32.91 |
| Previous close 07/16/2026 | $155.78 | $33.04 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 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 7/17/2026 at 1:30 PM
Live
Closed
SDY | SCHD | |
|---|---|---|
| Last price | $154.87 | $32.91 |
| 1D performance | -0.59% | -0.39% |
| AuM | $21.87 B | $100.95 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 | 155 | 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
93.98%
Other
6.02%
SCHD
USA
97%
Other
3%
Sectors
SDY
Finance
16.12%
Consumer Non-Cycl.
14.78%
Industrials
14.14%
Utilities
13.99%
Technology
10.19%
Non-Energy Materi.
8.05%
Other
22.73%
SCHD
Consumer Non-Cycl.
18.71%
Healthcare
18.35%
Technology
16.74%
Energy
14.96%
Finance
9.48%
Other
21.76%
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Diversification
SDY
Total weight of top 15 holdings out of 15
24.63%
SCHD
Total weight of top 15 holdings out of 15
59.82%
Top 15 holdings
Data as of May 31, 2026
SDY
Verizon Communications, Inc.
2.48%
QUALCOMM, Inc.
2.18%
Realty Income Corp.
2.16%
Texas Instruments Incorporated
1.63%
Kenvue, Inc.
1.62%
Kimberly-Clark Corp.
1.59%
Automatic Data Processing, Inc.
1.56%
Target Corp.
1.54%
PepsiCo, Inc.
1.45%
AbbVie, Inc.
1.44%
Chevron Corp.
1.44%
Microchip Technology, Inc.
1.40%
Archer-Daniels-Midland Co.
1.39%
Edison International
1.39%
International Business Machines Corp.
1.37%
SCHD
QUALCOMM, Inc.
6.67%
Texas Instruments Incorporated
6.26%
UnitedHealth Group, Inc.
5.04%
The Coca-Cola Co.
4.03%
Merck & Co., Inc.
3.89%
Chevron Corp.
3.88%
Verizon Communications, Inc.
3.70%
ConocoPhillips
3.59%
Procter & Gamble Co.
3.53%
PepsiCo, Inc.
3.47%
Amgen, Inc.
3.46%
The Home Depot, Inc.
3.29%
Altria Group, Inc.
3.05%
Abbott Laboratories
2.99%
Bristol Myers Squibb Co.
2.97%
Frequently asked questions about SDY and SCHD
How have the SDY and SCHD ETFs performed in 2026?
As of July 16, 2026, SDY is up 13.37% year-to-date (YTD), while SCHD has returned 22.41%. 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 -$378M in flows, compared to +$14.01B for SCHD.
Which ETF is more volatile: SDY or SCHD?
Over the past year, SDY had a volatility of 10.69%, while SCHD experienced 11.23%.
Which ETF is bigger: SDY or SCHD?
As of July 16, 2026, SDY holds $21.87 B in assets under management (AUM), while SCHD manages $100.95 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 Consumer Non-Cyclicals, Healthcare and Technology.
What are the top holdings of the SDY ETF and SCHD ETF?
SDY top holdings include Verizon Communications, Inc., QUALCOMM, Inc. and Realty Income Corp.. SCHD holds in its top three: QUALCOMM, Inc., Texas Instruments Incorporated and UnitedHealth Group, Inc..
Which ETF is more diversified: SDY or SCHD?
SDY holds 155 securities with 24.63% of its assets in the top 15. SCHD has 99 securities and a top 15 weight of 59.82%.
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