Data as of Oct 28, 2026.
SCHG vs VYM: Differences, Returns & Fees
Over the year to Oct 28, 2026, SCHG returned +6.8% to VYM's +18.0%; 10% of their weight is in the same names.
askIQ about this page
askIQ about SCHG and VYM
Net assets: $63.0bn on Aug 31, 2026 for Schwab U.S. Large-Cap Growth ETF, and $78.9bn on Sep 30, 2026 for Vanguard High Dividend Yield ETF.
Pair scorecard
Both cost 0.04% a year; their one-year returns differ by 11.2 points.
Points (pts) are percentage points.
| Measure | SCHG | VYM |
|---|---|---|
| Return | ||
| Total return, 1 year | +6.8% | +18.0% |
| Drawdown | ||
| Below its high | 3.5%, high on Oct 6, 2026 | |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Large-Cap Growth Total Stock Market Index | FTSE High Dividend Yield Index |
| Cost and size | ||
| Expense ratio | 0.04% | 0.04% |
| Net assets, SCHG as of Aug 31, 2026 and VYM as of Sep 30, 2026 | $63.0bn | $78.9bn |
| Holdings | ||
| Holdings in common | 10% | |
| Top ten holdings, share of the fund | 51.0% | 26.2% |
Holdings in common uses holdings dated Aug 31, 2026 and Sep 30, 2026. Method
Risk and return
Dec 18, 2009 to Oct 23, 2026 · 879 weekly returnsSCHG returned more: +1,156.7% to +611.9%. VYM swung less: 14.7% to 18.5%. VYM fell slightly less at its worst: −32.4% to −34.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | SCHG | VYM | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +1,156.7% | +611.9% | SCHG | Price change plus distributions, reinvested. |
| Annualized | +16.2% | +12.3% | SCHG | Total return as a yearly rate. |
| Price return | +988.8% | +325.3% | SCHG | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 18.5% | 14.7% | VYM | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 12.5% | 10.3% | VYM | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −34.2% | −32.4% | VYM (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.82 | 0.76 | SCHG (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 1.22 | 1.08 | SCHG | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.47 | 0.38 | SCHG | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 879 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, SCHG and VYM hold 10% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Sep 30, 2026.
half
10% in common
Only in one fund ↓
Side by side
SCHG and VYM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
SCHG and VYM do different jobs. What does each one do in a portfolio?
- What each follows. SCHG follows Dow Jones U.S. Large-Cap Growth Total Stock Market Index and VYM follows FTSE High Dividend Yield Index.
- Holdings in common. 10% of the weight is in the same securities (holdings dated Aug 31, 2026 and Sep 30, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 SCHG returned +6.8% and VYM +18.0% with distributions reinvested, a gap of 11.2 points.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
SCHG
SCHG tracks an index of U.S. Large-Cap Growth. Over the year to Oct 28, 2026 it returned +6.8% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.04% a year. By its holdings filed for Aug 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 192 positions, with the top ten at 51.0%. It sat 3.5% below its high of Oct 6, 2026 on Oct 28, 2026.
VYM
VYM tracks an index of US high dividend. Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested. By its holdings published by its issuer as of Sep 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 595 positions, with the top ten at 26.2%.
Questions people ask
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.
Cite this pageCitation, APA and Markdown
ETFIQ, SCHG against VYM, data as of Oct 28, 2026. https://etfiq.com/compare/any/schg-vs-vym
ETFIQ. (Oct 28, 2026). SCHG against VYM. Retrieved from https://etfiq.com/compare/any/schg-vs-vym
[SCHG against VYM (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/schg-vs-vym)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.