SPY vs. SCHD — ETF comparison tool (2024)

FAQs

What is better, SPY or SCHD? ›

SCHD - Volatility Comparison. The current volatility for SPDR S&P 500 ETF (SPY) is 2.28%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.18%. This indicates that SPY experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure.

VIG and SCHD are both popular dividend ETFs that share similarities, such as low expenses, diversification and focus on dividend quality. The main similarities between VIG and SCHD include: Low expense ratios: VIG and SCHD both have the same low expense ratio of just 0.06%.

The Vanguard 500 Index Fund Admiral Class (VFIAX) and the SPDR S&P 500 ETF (SPY) are similar investment products. Both track the S&P 500, a U.S. stock index comprising 500 companies with the largest market capitalizations.

SCHD could be considered the gold standard of high-yield ETFs. It uses a highly advanced and prudent four-factor screening method to focus on yield, growth, value, quality, and safety.

SCHD's long-term track record of double-digit annualized returns over many years also inspires confidence that this is still a good place to be in the long term.

Vanguard S&P offers a lower expense ratio (0.035%) than SPY (0.095%), which means lower costs for investors and potentially higher net returns over the long term. VOO might be the more economical choice for cost-conscious investors, especially those investing large sums or planning for long-term goals like retirement.

The Vanguard S&P 500 Growth Index Fund ETF (NYSEMKT: VOOG) has trounced the S&P 500 this year with a gain of nearly 15.7%. As its name indicates, this ETF focuses on growth stocks in the S&P 500. There are many of them, as this ETF owns 229 stocks. Its top holdings include Microsoft, Apple, and Nvidia.

SCHD Dividend Information

SCHD has a dividend yield of 3.44% and paid $2.67 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 20, 2024.

What ETF has 12% yield? ›

FTEC is managed by Fidelity, while SCHD is managed by Schwab. Both FTEC and SCHD are considered high-volume assets. They're less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.

Yes. The SPY ETF diversifies exposure to the U.S. equity market and is suitable for investors willing to take on a moderate level of risk. Since it tracks the S&P 500 Index, it is often a suitable choice for those seeking passive index investing.

SPY Dividend Information

SPY has a dividend yield of 1.23% and paid $6.72 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 15, 2024.

SCHG - Performance Comparison. In the year-to-date period, SPYG achieves a 23.05% return, which is significantly higher than SCHG's 21.22% return. Over the past 10 years, SPYG has underperformed SCHG with an annualized return of 14.99%, while SCHG has yielded a comparatively higher 16.45% annualized return.