2021年5月27日 · VYM Dividend Yield: 2.8% 5 Year Growth Rate: 6.9% # of Years for Dividend Growth: 11 Normally, SCHD sits at a 3-3.5% dividend yield and VYM sits at a 3.5-4% yield. But due to the recent price run-up both of the yields have lowered. So VYM typically has a higher yield while SCHD grows the dividend faster year over year. Links: SCHD VYM

2020年9月26日 · Furthermore, a fund like VYM picks dividend stocks based on a set of criteria that end up indirectly biased towards value stocks. By doing so, you're missing out most of the serious returns of the market. Here is a simple backtest comparing VYM with the S&P 500 going back 14 years. You have almost total market correlation, the same drawdown ...

2023年2月8日 · Although SCHD has had better performance recently, 40% of it is concentrated into only 10 stocks. In addition, the fund only has 104 stocks in it altogether. VYM has a 23% concentration in its top 10 and holds 444 stocks. Of course that doesn't mean a person has to pick one vs. the other. I own SCHD as well, just in a smaller proportion.

2023年6月8日 · The difference is that SCHD filters out low quality names while VYM includes them. VYM's inclusion of everything is a textbook example of "deworsification," in that it includes so much unneeded junk, it heavily weighs down on its performance. VYM heavily lags SCHD, DGRO, DGRW, SPY, VTI, etc in total returns.

2022年9月16日 · VYM and SCHD were really neck and neck funds until about late 2018 when SCHD started to pull ahead; when covid happened SCHD dropped less AND rebounded substantially better. there isnt a heck of a lot of difference in their returns for long term investors and we'll have to see what happens over the next 20 years

2021年10月16日 · SCHD grows an average of 16.89% per year, compared to VYM only growing about 10% per year. SCHD’s dividend also increases an average of 14.55% per year compared to VYM’s 6.77% dividend increase per year. However, VYM holds a little more than 4x the amount of stocks that SCHD holds, so VYM is a little more “recession proof.”

Here a comparison of the 5-year performance without dividend; dividend is more or less the same for both (2.79% vs 2.89% per today): SCHD versus VYM. Personally I don't like the idea of VYM to buy just based on dividend yield. You will get many falling knives. The SCHD with the 4 criteria, dividend yield being just one of it, seems to work better.

2021年8月21日 · I declined on VIG due to the low yield. DGRO and SCHD cohld be interchangeable, but 350+ 102 stocks from Schd makes dgro a great play. I do have weight in SCHD AND VYM . Dgro is a pure dividend growth play for me. I keep 3 of those around, 40% VYM/SCHD and 20% DGRO for the sake of value tilt and diversification.

2022年9月18日 · Vym is better than Schd, much more data to go by too. Schd has only been around 11 years (the bull market) and only holds around 100 stocks. Vym has much more $ in assets under management too, it is a much more respected fund.

VYM tracks the FTSE High Yield Index SCHD tracks the Dow Jones Dividend 100 index What this means is that SCHD contains fewer stocks (more than 100) and VYM contains more stocks (more than 400). Thus SCHD is more “top heavy” and more sensitive to how its largest holdings perform.