Compare/SCHB vs SCHD

SCHB vs SCHD — ETF Comparison

Schwab U.S. Broad Market ETF (SCHB) and Schwab U.S. Dividend Equity ETF (SCHD) differ in expense ratio (0.03% vs 0.06%) and AUM ($44.71B vs $111.53B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

It's a close call — SCHB and SCHD each win on an equal number of metrics. The best choice depends on your priorities.

Basic Information

Metric
SCHB
SCHD
Fund Name
Schwab U.S. Broad Market ETF
Schwab U.S. Dividend Equity ETF
Issuer
Schwab
Schwab
Inception Date
Nov 3, 2009
Oct 20, 2011
Expense Ratio
0.03%
0.06%
AUM
$44.71B
$111.53B
Holdings Count
2,383
103
Current Price
$29.57
$35.12
Today's Change
-0.10%
+0.01%
Dividend Yield
1.12%
3.38%

Performance Comparison

Period
SCHB
SCHD
1M
+3.43%
+5.04%
3M
+1.58%
+7.62%
6M
+11.63%
+10.53%
YTD
+12.39%
+26.63%
1Y
+18.61%
+26.54%
3Y
+71.95%
+42.82%
5Y
+62.86%
+35.51%

Top Holdings

SCHB Holdings
NVDANVIDIA
7.07%
AAPLAPPLE
6.24%
MSFTMICROSOFT
4.83%
AMZNAMAZON COM INC
3.49%
GOOGLALPHABET CLASS A
2.71%
AVGOBROADCOM INC
2.30%
GOOGALPHABET CLASS C
2.17%
METAMETA PLATFORMS CLASS A
1.61%
MUMICRON TECHNOLOGY
1.42%
LLYELI LILLY
1.36%
SCHD Holdings
MRKMERCK & CO INC
4.88%
ABTABBOTT LABORATORIES
4.83%
AMGNAMGEN INC
4.81%
KOCOCA-COLA
4.22%
HDHOME DEPOT
4.05%
CVXCHEVRON
3.99%
VZVERIZON COMMUNICATIONS INC
3.89%
COPCONOCOPHILLIPS
3.86%
UNHUNITEDHEALTH GROUP INC
3.79%
PGPROCTER & GAMBLE
3.79%

Sector Allocation

SCHB Sectors
Technology36.50%
Financial Services12.44%
Healthcare9.76%
Consumer Cyclical9.06%
Industrials8.69%
Communication Services8.62%
Consumer Defensive4.31%
Energy3.71%
Utilities2.40%
Real Estate2.27%
Basic Materials2.20%
Cash & Others0.02%
SCHD Sectors
Healthcare21.16%
Consumer Defensive19.89%
Energy14.97%
Technology12.71%
Financial Services9.97%
Industrials7.76%
Consumer Cyclical7.35%
Communication Services6.10%
Utilities0.10%

Frequently Asked Questions

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