Which returned more over the last year, DVY or SCHB?

In the year to Oct 28, 2026, with distributions reinvested, DVY returned +17.1% and SCHB +13.4%.

Which is cheaper, DVY or SCHB?

SCHB is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do DVY and SCHB overlap with the S&P 500?

By their latest filed holdings, 80% of DVY and 88% of SCHB by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

DVY vs SCHB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DVY returned +17.1% to SCHB's +13.4%; 8% of their weight is in the same names.

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Net assets: $23.4bn on Oct 27, 2026 for iShares Select Dividend ETF, and $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF.

DVY on its own →SCHB on its own →

At a glance

+17.1%

DVY total return, 1 year

+13.4%

SCHB total return, 1 year

0.38%

DVY expense ratio

0.03%

SCHB expense ratio

Pair scorecard

SCHB costs 0.35 points a year less; their one-year returns differ by 3.7 points.

DVY vs SCHB: Differences, Returns & Fees
Measure	DVY	SCHB
Return
Measure	DVY	SCHB
Total return, 1 year	+17.1%	+13.4%
Benchmark
Measure	DVY	SCHB
What it tracks	Dow Jones U.S. Select Dividend Index	Dow Jones U.S. Broad Stock Market Index
Cost and size
Measure	DVY	SCHB
Expense ratio	0.38%	0.03%
Net assets, DVY as of Oct 27, 2026 and SCHB as of Aug 31, 2026	$23.4bn	$44.6bn
Holdings
Measure	DVY	SCHB
Holdings in common	8%
Top ten holdings, share of the fund	19.7%	33.7%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, DVY and SCHB hold 8% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

8% in common

Positions both hold · largest shared weight first DVY SCHB

EXXONMOBIL HOLDINGS CORP 1.13% 0.90%

CHEVRON 1.59% 0.52%

MERCK & CO INC 1.10% 0.49%

COCA-COLA 1.04% 0.46%

PHILIP MORRIS INTERNATIONAL 1.22% 0.39%

INTERNATIONAL BUSINESS MACHINES CO 0.88% 0.29%

VERIZON COMMUNICATIONS INC 1.65% 0.28%

GILEAD SCIENCES 0.79% 0.24%

AT&T 0.96% 0.24%

NEXTERA ENERGY 0.81% 0.23%

PFIZER 2.42% 0.22%

CVS HEALTH 1.32% 0.16%

Only in one fund ↓

Only in DVY

HUNTINGTON BANCSHARES INC 1.09%

PINNACLE WEST 1.04%

VALLEY NATIONAL 0.62%

UNITED BANKSHARES 0.61%

FNB CORP 0.60%

MCDONALDS CORP 0.57%

MSC INDUSTRIAL CLASS A 0.48%

ALBERTSONS COMPANY CLASS A 0.46%

Only in SCHB

NVIDIA Corp 7.20%

Apple Inc 6.27%

Microsoft Corp 5.08%

Amazon.com Inc 3.42%

Alphabet Inc 2.68%

Broadcom Inc 2.36%

Alphabet Inc 2.13%

Meta Platforms Inc 1.69%

Check overlap with more funds →

Side by side

DVY iShares Select Dividend ETF SCHB Schwab U.S. Broad Market ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks an index of US dividend Tracks an index of US broad market

Total return, 1 year +17.1% +13.4%

Expense ratio 0.38% 0.03%

Already in the S&P 500 80.1% 88.0%

Holdings 101 2372

Net assets, DVY as of Oct 27, 2026 and SCHB as of Aug 31, 2026 $23.4bn $44.6bn

DVY and SCHB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

DVY

DVY tracks an index of US dividend. Over the year to Oct 28, 2026 it returned +17.1% with distributions reinvested. The prospectus expense ratio is 0.38% a year. By its holdings published by its issuer for Oct 27, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 101 positions, with the top ten at 19.7%.

SCHB

SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.

Questions people ask

Which returned more over the last year, DVY or SCHB?: In the year to Oct 28, 2026, with distributions reinvested, DVY returned +17.1% and SCHB +13.4%.
Which is cheaper, DVY or SCHB?: SCHB is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DVY and SCHB overlap with the S&P 500?: By their latest filed holdings, 80% of DVY and 88% of SCHB by weight is stocks the S&P 500 already holds.

Other comparisons

DVY vs RDVY DVY vs VIG DVY vs SPYM DVY vs GRNY RSP vs SCHB SCHB vs VOE SCHB vs SDY NOBL vs SCHB

Where to next

DVY on its own →SCHB on its own →Hold both: look the portfolio through →Rankings →DVY dividend history →DVY holdings →SCHB dividend history →SCHB holdings →Standards and sources →

Sources and dates

DVY filings on SEC EDGAR ↗

DVY prospectus with the expense ratio (SEC) ↗

iShares page for DVY ↗

SCHB filings on SEC EDGAR ↗

SCHB prospectus with the expense ratio (SEC) ↗

Schwab website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, DVY against SCHB, data as of Oct 28, 2026. https://etfiq.com/compare/any/dvy-vs-schb

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.