ETF Versus

SCHB vs SCHD

Schwab U.S. Broad Market ETF vs Schwab U.S. Dividend Equity ETF

Last updated: 2026-04-02

SCHB Schwab

Schwab U.S. Broad Market ETF (SCHB) is an exchange-traded fund issued by Schwab that provides exposure to the total U.S. stock market across all capitalizations. It charges a very low expense ratio of 0.03%. The fund offers a moderate dividend yield of 1.17%. Launched in 2009, the fund has a 17-year track record.

AUM: $36.0B ER: 0.03% Yield: 1.17% Since: Nov 3, 2009
SCHD Schwab

Schwab U.S. Dividend Equity ETF (SCHD) is an exchange-traded fund issued by Schwab that provides exposure to U.S. dividend-paying stocks selected for yield or dividend growth. It charges a low expense ratio of 0.06%. The fund offers an attractive dividend yield of 3.46%. Launched in 2011, the fund has a 15-year track record.

AUM: $83.9B ER: 0.06% Yield: 3.46% Since: Oct 20, 2011

Quick Verdict

SCHB has a slightly lower expense ratio (0.03% vs 0.06%), saving about $60 per $10,000 over 10 years. Over the past year, SCHB has significantly outperformed with a 17.1% return vs 9.5%. Income investors may prefer SCHD for its higher yield (3.5% vs 1.2%).

Key Metrics

Metric SCHB SCHD
Expense Ratio 0.03% 0.06%
Dividend Yield 1.2% 3.5%
Fund Family Schwab Schwab
Category US Total Market US Dividend

Performance Chart

Indexed to 100 at start (5-year comparison)

80 97 114 131 148 165 2021-04 2022-06 2023-09 2024-12 2026-04
SCHB +53.3%
SCHD +23.3%

Performance Comparison

Period SCHB SCHD Difference
1 Month -4.60% -4.24% -0.36%
3 Months -3.84% +10.03% -13.87%
6 Months -2.09% +11.31% -13.40%
YTD -3.84% +10.03% -13.87%
1 Year +17.08% +9.47% +7.61%
3 Years +58.12% +24.43% +33.69%
5 Years +53.27% +23.27% +30.00%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHB Fees SCHD Fees You Save
$10.000 10 years $60 $120 $60
$10.000 20 years $258 $515 $257
$10.000 30 years $835 $1.664 $828
$50.000 10 years $299 $598 $299
$50.000 30 years $4.176 $8.318 $4.142
$100.000 30 years $8.352 $16.637 $8.285

Risk Metrics

Based on 5 years of daily returns

Metric SCHB SCHD
Annualized Volatility 17.3% 14.6%
Max Drawdown -26.2% -18.9%
Sharpe Ratio 0.32 0.05

Dividend Comparison

Metric SCHB SCHD
Annual Dividend (per share) $0.30 $1.06
Dividend Yield 1.17% 3.46%
Distribution Frequency Quarterly Quarterly

Top Holdings

0 of top 9 holdings overlap (0% overlap in top holdings)

SCHB Top Holdings

NameWeight
NVIDIA CorporationNVDA6.59%
Apple Inc.AAPL5.91%
Microsoft CorporationMSFT4.29%
Amazon.com, Inc.AMZN3.15%
Broadcom Inc.AVGO2.31%
Alphabet Inc.GOOG2.07%
Meta Platforms, Inc.META1.86%
Tesla, Inc.TSLA1.65%
Berkshire Hathaway Inc.BRK.B1.39%

SCHD Top Holdings

NameWeight
Chevron CorporationCVX4.66%
ConocoPhillipsCOP4.33%
Merck & Co., Inc.MRK4.08%
Verizon Communications Inc.VZ4.03%
The Coca-Cola CompanyKO3.98%
Texas Instruments IncorporatedTXN3.86%
PepsiCo, Inc.PEP3.83%
Amgen Inc.AMGN3.78%
Abbott LaboratoriesABT3.78%
The Procter & Gamble CompanyPG3.70%

Which One Should You Choose?

Choose SCHB if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose SCHB if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Choose SCHD if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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