Compare and contrast key facts about SPDR S&P 500 ETF (SPY) and Schwab US Dividend Equity ETF (SCHD).
SPY and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. 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 SPY 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: SPY or SCHD.
SCHD - Volatility Comparison. SPDR S&P 500 ETF (SPY) has a higher volatility of 2.99% compared to Schwab US Dividend Equity ETF (SCHD) at 2.35%. This indicates that SPY's price experiences larger fluctuations and is considered to be riskier 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%.
SPYG - Performance Comparison. In the year-to-date period, SCHG achieves a 14.67% return, which is significantly lower than SPYG's 15.65% return. Over the past 10 years, SCHG has outperformed SPYG with an annualized return of 16.04%, while SPYG has yielded a comparatively lower 14.51% annualized return.
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 - Volatility Comparison. SPDR S&P 500 ETF (SPY) has a higher volatility of 2.99% compared to Schwab US Dividend Equity ETF (SCHD) at 2.35%. This indicates that SPY's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure.
Schwab U.S. Dividend Equity ETF SCHD stands out for its sensible, transparent, and risk-conscious approach that should continue to generate better long-term risk-adjusted returns than the Russell 1000 Value Index.
SPY is traded on the New York Stock Exchange (NYSE Arca) and is highly liquid, making it a popular choice for investors looking to gain broad exposure to the US stock market.
The table demonstrates that the difference between SPY and QQQ is that the S&P 500 Index and SPY ETF provide much better options for diversification across economic sectors. Despite this, the tech sector accounts for over a third of assets in this fund and is actually 3 times more than the second largest sector.
Based on 504 Wall Street analysts offering 12 month price targets to SPY holdings in the last 3 months. The average price target is $583.29 with a high forecast of $683.04 and a low forecast of $479.21. The average price target represents a 10.10% change from the last price of $529.78.
Many investors and financial analysts use SPX and SPY interchangeably to reference or track the performance or price movements of the S&P 500 index. However, some investors understandably confuse the two symbols and don't realize that one is an index and the other is an ETF.
Over the long run, they do compound—those fee differences—and investors have been putting a lot more money into VOO versus SPY. That is the reason why we view VOO slightly better than SPY. And that is just the basic approach, which is the lower the investor can pay, the better the investment is.
The S&P 500 does a good job of tracking the market, but that doesn't mean it will suit your investment needs. If you are retired and trying to maximize the income you generate, you should consider Schwab U.S. Dividend Equity ETF.
SCHB has a higher annual dividend yield than SCHD and SCHY: SCHB (11.014) vs SCHD (4.843) and SCHY (0.376). SCHB was incepted earlier than SCHD and SCHY: SCHB (15 years) vs SCHD (13 years) and SCHY (3 years). SCHY has a higher turnover SCHD (28.00) and SCHB (4.00) vs SCHD (28.00) and SCHB (4.00).
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.
SCHD - Volatility Comparison. The current volatility for JPMorgan Equity Premium Income ETF (JEPI) is 1.90%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 2.47%. This indicates that JEPI experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure.
QQQ - Volatility Comparison. The current volatility for Schwab US Dividend Equity ETF (SCHD) is 2.38%, while Invesco QQQ (QQQ) has a volatility of 4.11%. This indicates that SCHD experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure.
SCHD - Performance Comparison. In the year-to-date period, VYM achieves a 8.62% return, which is significantly higher than SCHD's 4.84% return. Over the past 10 years, VYM has underperformed SCHD with an annualized return of 9.83%, while SCHD has yielded a comparatively higher 11.21% annualized return.
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