SCHD vs SMH

Schwab US Dividend Equity ETF vs VanEck Semiconductor ETF

Quick take
  • SCHD has the lower expense ratio at 0.06% vs 0.35% for SMH.
  • SCHD pays a higher dividend yield (3.29%).

Side-by-side metrics

MetricSCHDSMH
Expense ratio
Annual fee. Lower is better.
0.06%0.35%
Dividend yield
Trailing 12-month yield.
3.29%0.22%
AUM
Assets under management — bigger funds are typically more liquid.
$91.12B$58.79B
YTD return
16.39%52.66%
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.
0.611.82
P/E ratio
18.7144.45
Last price
$31.54$540.10
Inception
Issuer
SchwabVanEck

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%

SMH top holdings

Top holdings · SMH
NVDANVIDIA Corp18.09%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR10.59%
AVGOBroadcom Inc7.83%
INTCIntel Corp7.14%
AMDAdvanced Micro Devices Inc5.95%
MUMicron Technology Inc4.98%
TXNTexas Instruments Inc4.90%
KLACKLA Corp4.49%
ADIAnalog Devices Inc4.41%
LRCXLam Research Corp4.11%
Sector breakdown · SMH
Technology100.0%

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%.

About SMH

SMH (VanEck Semiconductor ETF) is 25 largest semiconductor companies. Managed by VanEck, the fund carries $58.8B in assets under management, an expense ratio of 0.35%, a dividend yield of 0.22%. Its largest holding is NVIDIA Corp (NVDA), which represents 18.1% of the portfolio. Technology is the fund's largest sector exposure at 100.0%.