Compare and contrast key facts about Vanguard High Dividend Yield ETF (VYM) and Schwab US Dividend Equity ETF (SCHD).
VYM and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both VYM and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VYM or SCHD.
VYM - Volatility Comparison. Schwab US Dividend Equity ETF (SCHD) has a higher volatility of 2.47% compared to Vanguard High Dividend Yield ETF (VYM) at 2.34%. This indicates that SCHD's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure.
VIG handily beats SCHD for 1-year performance. This is not a surprise, as stocks with a history of increasing dividends tend to be stable performers, which was a bonus for most of 2023. Returns for VIG and SCHD are similar in the long term with SCHD slightly edging out VIG for 10-year performance.
Vanguard High Dividend Yield ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VYM is an outstanding option for investors seeking exposure to the Style Box - Large Cap Value segment of the market.
Overall, SCHD is a better option if you are looking for a passively managed ETF with a low expense ratio and consistent performance over the last ten years. If you want an actively managed ETF with a high dividend yield over the last several years and a well-diversified portfolio, then JEPI is a better option.
SCHD similarly scores highly on profitability and conservative investment. These factors are pretty much laid out in the fund's security selection strategy, so you'd expect these to emerge as driving factors. In total, you have a portfolio whose performance is driven by value, quality and defense over the long-term.
For shareholders of the Schwab U.S. Dividend Equity ETF (SCHD) over the past several years, the past year and a half has been a rough ride. In 2023, its 4.6% return landed it in the 89th percentile in Morningstar's Large Value category. Its 6% year-to-date return falls in the 91st percentile.
VYM has a consensus rating of Moderate Buy which is based on 345 buy ratings, 185 hold ratings and 28 sell ratings. What is VYM's price target? The average price target for VYM is $132.16. This is based on 558 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
The better Vanguard ETF for their needs is likely VYM, which delivers a higher 2.9% 30-day SEC yield by targeting the FTSE High Dividend Yield Index. It also charges the same expense ratio as VIG does, at 0.06%.
VYM and SCHD are two ETFs that are some of the market's highest-performing and well-known dividend ETFs. Both of these ETFs aim to generate quality and sustainable dividends. VYM tracks the performance of the FTSE High Dividend Yield Index, while SCHD tracks the performance of the Dow Jones U.S. Dividend 100 Index.
Summary. Passive income is a great way to save for retirement. JEPI is popular among retirees due to its high yield, monthly payouts, and diversification that includes considerable tech exposure.
Based on 101 Wall Street analysts offering 12 month price targets to SCHD holdings in the last 3 months. The average price target is $86.28 with a high forecast of $100.81 and a low forecast of $71.80. The average price target represents a 10.48% change from the last price of $78.10.
VOO - Volatility Comparison. Vanguard High Dividend Yield ETF (VYM) has a higher volatility of 3.04% compared to Vanguard S&P 500 ETF (VOO) at 2.73%. This indicates that VYM's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure.
Introduction: My name is Dan Stracke, I am a homely, gleaming, glamorous, inquisitive, homely, gorgeous, light person who loves writing and wants to share my knowledge and understanding with you.
We notice you're using an ad blocker
Without advertising income, we can't keep making this site awesome for you.
