SCHD vs SPLG

Schwab US Dividend Equity ETF vs SPDR Portfolio S&P 500 ETF

Quick take
  • SPLG has the lower expense ratio at 0.02% vs 0.06% for SCHD.
  • SCHD pays a higher dividend yield (3.29%).

Side-by-side metrics

MetricSCHDSPLG
Expense ratio
Annual fee. Lower is better.
0.06%0.02%
Dividend yield
Trailing 12-month yield.
3.29%1.13%
AUM
Assets under management — bigger funds are typically more liquid.
$91.12B$97.33B
YTD return
16.39%17.45%
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.
0.611.00
P/E ratio
18.7127.43
Last price
$31.54$80.00
Inception
Issuer
SchwabState Street

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%

SPLG top holdings

Top holdings · SPLG
NVDANVIDIA Corp7.38%
AAPLApple Inc7.07%
MSFTMicrosoft Corp6.25%
AMZNAmazon.com Inc3.87%
AVGOBroadcom Inc3.24%
GOOGLAlphabet Inc Class A3.18%
GOOGAlphabet Inc Class C2.55%
METAMeta Platforms Inc Class A2.40%
TSLATesla Inc2.06%
BRK-BBerkshire Hathaway Inc Class B1.61%
Sector breakdown · SPLG
Real Estate1.9%
Consumer Cyclical10.4%
Basic Materials1.5%
Consumer Defensive4.8%
Technology35.3%
Communication Services11.0%
Financial Services12.8%
Utilities2.4%
Industrials7.3%
Energy2.8%
Healthcare9.8%

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 SPLG

SPLG (SPDR Portfolio S&P 500 ETF) is Low-cost State Street S&P 500 ETF. Managed by State Street, the fund carries $97.3B in assets under management, an expense ratio of 0.02%, a dividend yield of 1.13%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.4% of the portfolio. Real Estate is the fund's largest sector exposure at 1.9%.