SCHA vs SCHD

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

Quick take
  • SCHA has the lower expense ratio at 0.04% vs 0.06% for SCHD.
  • SCHD pays a higher dividend yield (3.29%).

Side-by-side metrics

MetricSCHASCHD
Expense ratio
Annual fee. Lower is better.
0.04%0.06%
Dividend yield
Trailing 12-month yield.
1.05%3.29%
AUM
Assets under management — bigger funds are typically more liquid.
$22.11B$91.12B
YTD return
17.89%16.39%
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.
1.270.61
P/E ratio
19.6118.71
Last price
$33.03$31.54
Inception
Issuer
SchwabSchwab

SCHA top holdings

Top holdings · SCHA
SNDKSanDisk Corp Ordinary Shares3.52%
LITELumentum Holdings Inc1.37%
RVMDRevolution Medicines Inc Ordinary Shares0.62%
ATIATI Inc0.45%
CDECoeur Mining Inc0.40%
MKSIMKS Inc0.40%
MTSIMACOM Technology Solutions Holdings Inc0.39%
NXTNextpower Inc Class A0.38%
SATSEchoStar Corp Class A0.36%
MLIMueller Industries Inc0.33%
Sector breakdown · SCHA
Real Estate6.5%
Consumer Cyclical10.2%
Basic Materials4.5%
Consumer Defensive2.7%
Technology20.1%
Communication Services3.0%
Financial Services15.9%
Utilities2.4%
Industrials15.7%
Energy5.2%
Healthcare14.0%

SCHD top holdings

Top holdings · SCHD
TXNTexas Instruments Inc5.35%
UNHUnitedHealth Group Inc5.11%
QCOMQualcomm Inc4.31%
CVXChevron Corp4.16%
COPConocoPhillips4.07%
KOCoca-Cola Co4.06%
PEPPepsiCo Inc3.81%
PGProcter & Gamble Co3.72%
MRKMerck & Co Inc3.71%
VZVerizon Communications Inc3.66%
Sector breakdown · SCHD
Consumer Cyclical6.3%
Consumer Defensive19.2%
Technology16.4%
Communication Services6.3%
Financial Services9.3%
Utilities0.0%
Industrials7.5%
Energy16.2%
Healthcare18.8%

About SCHA

SCHA (Schwab US Small-Cap ETF) is US small-cap equities. Managed by Schwab, the fund carries $22.1B in assets under management, an expense ratio of 0.04%, a dividend yield of 1.05%. Its largest holding is SanDisk Corp Ordinary Shares (SNDK), which represents 3.5% of the portfolio. Real Estate is the fund's largest sector exposure at 6.5%.

About SCHD

SCHD (Schwab US Dividend Equity ETF) is High-quality US dividend-paying stocks. Managed by Schwab, the fund carries $91.1B in assets under management, an expense ratio of 0.06%, a dividend yield of 3.29%. Its largest holding is Texas Instruments Inc (TXN), which represents 5.4% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 6.3%.