SCHA vs SCHD

Schwab US Small-Cap ETF vs Schwab US Dividend Equity ETF

Quick take
  • SCHA has the lower expense ratio at 0.03% vs 0.06% for SCHD.
  • SCHD pays a higher dividend yield (3.30%).

Side-by-side metrics

MetricSCHASCHD
Expense ratio
Annual fee. Lower is better.
0.03%0.06%
Dividend yield
Trailing 12-month yield.
0.99%3.30%
AUM
Assets under management — bigger funds are typically more liquid.
$24.16B$95.73B
YTD return
20.97%19.84%
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.
1.210.58
P/E ratio
20.5118.62
Last price
$35.16$32.28
Inception
Issuer
SchwabSchwab

SCHA top holdings

Top holdings · SCHA
SNDKSanDisk Corp Ordinary Shares6.02%
LITELumentum Holdings Inc1.31%
RVMDRevolution Medicines Inc Ordinary Shares0.76%
MKSIMKS Inc0.56%
ATIATI Inc0.53%
STRLSterling Infrastructure Inc0.49%
MTSIMACOM Technology Solutions Holdings Inc0.48%
GHGuardant Health Inc0.40%
TTMITTM Technologies Inc0.38%
ONTOOnto Innovation Inc0.35%
Sector breakdown · SCHA
Real Estate6.2%
Consumer Cyclical9.6%
Basic Materials4.0%
Consumer Defensive2.2%
Technology23.2%
Communication Services2.7%
Financial Services15.0%
Utilities2.1%
Industrials15.5%
Energy4.0%
Healthcare15.4%

SCHD top holdings

Top holdings · SCHD
MRKMerck & Co Inc4.52%
HDThe Home Depot Inc4.49%
UNHUnitedHealth Group Inc4.46%
AMGNAmgen Inc4.27%
ABTAbbott Laboratories4.27%
PGProcter & Gamble Co4.25%
KOCoca-Cola Co4.21%
PEPPepsiCo Inc3.90%
VZVerizon Communications Inc3.79%
TXNTexas Instruments Inc3.71%
Sector breakdown · SCHD
Consumer Cyclical7.7%
Consumer Defensive20.6%
Technology12.7%
Communication Services6.2%
Financial Services9.9%
Utilities0.1%
Industrials7.8%
Energy14.1%
Healthcare20.8%

About SCHA

SCHA (Schwab US Small-Cap ETF) is US small-cap equities. Managed by Schwab, the fund carries $24.2B in assets under management, an expense ratio of 0.03%, a dividend yield of 0.99%. Its largest holding is SanDisk Corp Ordinary Shares (SNDK), which represents 6.0% of the portfolio. Real Estate is the fund's largest sector exposure at 6.2%.

About SCHD

SCHD (Schwab US Dividend Equity ETF) is High-quality US dividend-paying stocks. Managed by Schwab, the fund carries $95.7B in assets under management, an expense ratio of 0.06%, a dividend yield of 3.30%. Its largest holding is Merck & Co Inc (MRK), which represents 4.5% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 7.7%.