From 24/7 Wall St. · Ryne Mauck · · 1m 10s
VYM vs SCHD Dividend Gap
VYM's high dividend label hides $28,290 annual performance gap with SCHD.
In brief
VYM's high dividend label hides $28,290 annual performance gap with SCHD. VYM and SCHD, both high dividend ETFs, show a $28,290 annual performance gap after one year despite similar names. Originally reported by 24/7 Wall St..
VYM and SCHD Performance Gap
VYM and SCHD, both high dividend ETFs, show a $28,290 annual performance gap after one year despite similar names.
Investment Comparison
Put $300,000 into VYM a year ago, held $342,720 on October 7, 2026. SCHD held $371,010.
Year-to-Date Returns
VYM returned 11.70% year-to-date, SCHD returned 22.03% on $300,000 invested since January.
Dividend Adjusted Returns
Both funds measured on dividend-adjusted basis over identical window ending October 7, 2026.
Portfolio Differences
VYM held 616 positions and $99.2 billion net assets. SCHD held 102 positions and $94.9 billion net assets.
Key Holdings
VYM's largest position was Broadcom at 7.35% assets. SCHD's largest were Qualcomm at 6.74% and Texas Instruments at 5.90%.
Performance Gap Impact
The gap matters more as market shifts, with dividend stocks falling as bond yields rise.
The one thing
VYM and SCHD, both high dividend ETFs, show a $28,290 annual performance gap after one year despite similar names.
