DVY vs SCHB

iShares Select Dividend ETF vs Schwab US Broad Market ETF

Quick take
  • SCHB has the lower expense ratio at 0.03% vs 0.38% for DVY.
  • DVY pays a higher dividend yield (3.38%).

Side-by-side metrics

MetricDVYSCHB
Expense ratio
Annual fee. Lower is better.
0.38%0.03%
Dividend yield
Trailing 12-month yield.
3.38%1.07%
AUM
Assets under management — bigger funds are typically more liquid.
$22.86B$40.99B
YTD return
9.91%8.34%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.641.04
P/E ratio
15.4426.72
Last price
$152.45$28.21
Inception
Issuer
iSharesSchwab

DVY top holdings

Top holdings · DVY
MOAltria Group Inc2.29%
PFEPfizer Inc2.22%
TROWT. Rowe Price Group Inc2.02%
VZVerizon Communications Inc1.85%
PRUPrudential Financial Inc1.84%
OKEONEOK Inc1.83%
HPQHP Inc1.61%
EIXEdison International1.53%
LYBLyondellBasell Industries NV Class A1.53%
GISGeneral Mills Inc1.52%
Sector breakdown · DVY
Consumer Cyclical9.4%
Basic Materials2.3%
Consumer Defensive13.5%
Technology3.4%
Communication Services6.0%
Financial Services24.9%
Utilities24.2%
Industrials2.1%
Energy9.1%
Healthcare5.0%

SCHB top holdings

Top holdings · SCHB
NVDANVIDIA Corp7.38%
AAPLApple Inc5.76%
MSFTMicrosoft Corp4.58%
AMZNAmazon.com Inc3.73%
GOOGLAlphabet Inc Class A2.96%
AVGOBroadcom Inc2.79%
GOOGAlphabet Inc Class C2.36%
METAMeta Platforms Inc Class A2.12%
TSLATesla Inc1.52%
BRK-BBerkshire Hathaway Inc Class B1.27%
Sector breakdown · SCHB
Real Estate2.4%
Consumer Cyclical10.1%
Basic Materials2.0%
Consumer Defensive4.6%
Technology34.4%
Communication Services10.1%
Financial Services12.2%
Utilities2.3%
Industrials9.4%
Energy3.7%
Healthcare8.9%

About DVY

DVY (iShares Select Dividend ETF) is 100 high-dividend-yielding US stocks. Managed by iShares, the fund carries $22.9B in assets under management, an expense ratio of 0.38%, a dividend yield of 3.38%. Its largest holding is Altria Group Inc (MO), which represents 2.3% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 9.4%.

About SCHB

SCHB (Schwab US Broad Market ETF) is Total US equity market. Managed by Schwab, the fund carries $41.0B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.07%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.4% of the portfolio. Real Estate is the fund's largest sector exposure at 2.4%.