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by klos ✦

SCHD vs SLY

Schwab U.S. Dividend Equity ETF vs SPDR® S&P 600 Small Cap ETF

Buy SCHD if…

  • You want lower costs (0.06% vs 0.15%)
  • You prefer higher liquidity and trading volume
  • You want higher dividend income (+3.79%)
  • You prioritize historical performance

Buy SLY if…

  • You want stronger recent performance
  • You value a longer track record
Type
ETF
ETF
Issuer
Schwab ETFs
State Street
Holdings
97
594
Index
Dow Jones U.S. Large-Cap Growth
AUM
$71B
$2B
Inception
2011
2005

Key Metrics

Expense Ratio
0.06%
0.15%
Dividend Yield
+3.79%
+1.71%
Daily Liquidity
17.65M
107.3K
Risk (β)
0.79
0.99

Cost Calculator

$
%
SCHD Fees
$0
SLY Fees
$0

Annualized Returns

YTD
+3.40%
+4.97%
1 Year
-3.04%
+0.52%
3 Years
+5.13%
+12.00%
5 Years
+8.91%
+4.46%
10 Years
+11.30%
+7.01%

Top 10 Holdings

Merck & Company Inc
4.97%
Rambus Inc
0.73%
Amgen Inc
4.86%
SPS Commerce Inc
0.66%
Cisco Systems Inc
4.50%
Axcelis Technologies Inc
0.61%
AbbVie Inc
4.30%
Comfort Systems USA Inc
0.60%
The Coca-Cola Company
4.23%
Onto Innovation Inc
0.58%
Bristol-Myers Squibb Company
4.03%
ELF Beauty Inc
0.57%
PepsiCo Inc
3.98%
Applied Industrial Technologies
0.56%
Chevron Corp
3.78%
The Ensign Group Inc
0.55%
Lockheed Martin Corporation
3.75%
Allegheny Technologies Incorporated
0.54%
Verizon Communications Inc
3.74%
Asbury Automotive Group Inc
0.54%

Related Comparisons

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Compare SLY to:

SCHD

To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.

SLY

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, in seeking to track the index, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments, such as repurchase agreements and money market funds. The index measures the performance of the small-capitalization segment of the U.S. equity market.

Sector Breakdown

SCHD SLY