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

In the year to Oct 28, 2026, with distributions reinvested, DVY returned +17.1% and SCHX +13.1%.

Which is cheaper, DVY or SCHX?

SCHX 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 SCHX overlap with the S&P 500?

By their latest filed holdings, 80% of DVY and 94% of SCHX by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

DVY vs SCHX: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DVY returned +17.1% to SCHX's +13.1%; 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 $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF.

DVY on its own →SCHX on its own →

At a glance

+17.1%

DVY total return, 1 year

+13.1%

SCHX total return, 1 year

0.38%

DVY expense ratio

0.03%

SCHX expense ratio

Pair scorecard

SCHX costs 0.35 points a year less; their one-year returns differ by 4.0 points.

DVY vs SCHX: Differences, Returns & Fees
Measure	DVY	SCHX
Return
Measure	DVY	SCHX
Total return, 1 year	+17.1%	+13.1%
Benchmark
Measure	DVY	SCHX
What it tracks	Dow Jones U.S. Select Dividend Index	Dow Jones U.S. Large-Cap Total Stock Market Index
Cost and size
Measure	DVY	SCHX
Expense ratio	0.38%	0.03%
Net assets, DVY as of Oct 27, 2026 and SCHX as of Aug 31, 2026	$23.4bn	$74.2bn
Holdings
Measure	DVY	SCHX
Holdings in common	8%
Top ten holdings, share of the fund	19.7%	36.0%

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 SCHX 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 SCHX

EXXONMOBIL HOLDINGS CORP 1.13% 0.96%

CHEVRON 1.59% 0.56%

MERCK & CO INC 1.10% 0.53%

COCA-COLA 1.04% 0.49%

PHILIP MORRIS INTERNATIONAL 1.22% 0.42%

INTERNATIONAL BUSINESS MACHINES CO 0.88% 0.32%

VERIZON COMMUNICATIONS INC 1.65% 0.30%

GILEAD SCIENCES 0.79% 0.26%

AT&T 0.96% 0.26%

NEXTERA ENERGY 0.81% 0.25%

PFIZER 2.42% 0.23%

CVS HEALTH 1.32% 0.17%

Only in one fund ↓

Only in DVY

HUNTINGTON BANCSHARES INC 1.09%

PINNACLE WEST 1.04%

UGI 0.75%

CHORD ENERGY 0.69%

IDACORP 0.63%

VALLEY NATIONAL 0.62%

UNITED BANKSHARES 0.61%

FNB CORP 0.60%

Only in SCHX

NVIDIA Corp 7.69%

Apple Inc 6.69%

Microsoft Corp 5.42%

Amazon.com Inc 3.66%

Alphabet Inc 2.86%

Broadcom Inc 2.52%

Alphabet Inc 2.28%

Meta Platforms Inc 1.81%

Check overlap with more funds →

Side by side

DVY iShares Select Dividend ETF SCHX Schwab U.S. Large-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks an index of US dividend Tracks an index of U.S. Large-Cap

Total return, 1 year +17.1% +13.1%

Its benchmark over the same days not measured +13.7% (IVV)

Gap to its benchmark not measured −0.6 pts vs IVV

Expense ratio 0.38% 0.03%

Already in the S&P 500 80.1% 93.6%

Holdings 101 747

Net assets, DVY as of Oct 27, 2026 and SCHX as of Aug 31, 2026 $23.4bn $74.2bn

DVY and SCHX 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%.

SCHX

SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 747 positions, with the top ten at 36.0%.

Questions people ask

Which returned more over the last year, DVY or SCHX?: In the year to Oct 28, 2026, with distributions reinvested, DVY returned +17.1% and SCHX +13.1%.
Which is cheaper, DVY or SCHX?: SCHX 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 SCHX overlap with the S&P 500?: By their latest filed holdings, 80% of DVY and 94% of SCHX by weight is stocks the S&P 500 already holds.

Other comparisons

DVY vs VTI DVY vs SPY DVY vs IVV DVY vs VOO RSP vs SCHX SCHX vs VOE SCHX vs SDY NOBL vs SCHX

Where to next

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

Sources and dates

DVY filings on SEC EDGAR ↗

DVY prospectus with the expense ratio (SEC) ↗

iShares page for DVY ↗

SCHX filings on SEC EDGAR ↗

SCHX 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 SCHX, data as of Oct 28, 2026. https://etfiq.com/compare/any/dvy-vs-schx

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