Which returned more over the last year, SCHD or SHV?

In the year to Sep 12, 2026, with distributions reinvested, SCHD returned +27.6% and SHV returned +3.6%, so SCHD returned more. One year is one year; the longer windows are in the table.

Which is cheaper, SCHD or SHV?

SCHD charges 0.06% a year and SHV charges 0.15%, so SCHD is cheaper. Fees come from each fund's prospectus.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

SCHD vs SHV: how they differ

SCHD and SHV hold 0% of their weight in the same names, and SCHD returned more over the year.

Schwab U.S. Dividend Equity ETF and iShares 0-1 Year Treasury Bond ETF.

What they hold in common

By the books each fund has filed, SCHD and SHV hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in SCHD	Only in SHV
QUALCOMM Inc 6.75%	United States of America 17.17%
Texas Instruments Inc 5.92%	United States of America 12.38%
UnitedHealth Group Inc 5.10%	United States of America 9.88%
Coca-Cola Co/The 3.96%	United States of America 8.60%
Merck & Co Inc 3.87%	United States of America 8.55%
Chevron Corp 3.84%	United States of America 8.38%
Verizon Communications Inc 3.66%	United States of America 6.85%
Procter & Gamble Co/The 3.55%	United States of America 6.81%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026.

SCHD and SHV on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	SCHD Schwab U.S. Dividend Equity ETF	SHV iShares 0-1 Year Treasury Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	Schwab	iShares
What it is	US dividend	0-1 Year Treasury Bond
Total return, 1 year	+27.6%	+3.6%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+10.1 pts	−13.9 pts
Expense ratio	0.06%	0.15%
Holdings	99	13

SCHD in plain words

SCHD is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +27.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 43.7%. It sat 3.1% below its high of Aug 24, 2026 on Sep 11, 2026.

SHV in plain words

SHV is a bond fund tracking the 0-1 Year Treasury Bond. Over the year to Sep 11, 2026 it returned +3.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, SCHD or SHV?: In the year to Sep 12, 2026, with distributions reinvested, SCHD returned +27.6% and SHV returned +3.6%, so SCHD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SCHD or SHV?: SCHD charges 0.06% a year and SHV charges 0.15%, so SCHD is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SCHD against SHV, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SCHD against SHV, data as of Sep 12, 2026. https://etfiq.com/compare/any/SCHD-SHV Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources