Data as of Oct 28, 2026.
SCHX vs VYM: Differences, Returns & Fees
Over the year to Oct 28, 2026, SCHX returned +13.1% to VYM's +18.0%; 34% of their weight is in the same names.
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Net assets: $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF, and $78.9bn on Sep 30, 2026 for Vanguard High Dividend Yield ETF.
Pair scorecard
SCHX costs 0.01 points a year less; their one-year returns differ by 4.9 points.
| Measure | SCHX | VYM |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.1% | +18.0% |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Large-Cap Total Stock Market Index | FTSE High Dividend Yield Index |
| Cost and size | ||
| Expense ratio | 0.03% | 0.04% |
| Net assets, SCHX as of Aug 31, 2026 and VYM as of Sep 30, 2026 | $74.2bn | $78.9bn |
| Holdings | ||
| Holdings in common | 34% | |
| Top ten holdings, share of the fund | 36.0% | 26.2% |
Holdings in common uses holdings dated Aug 31, 2026 and Sep 30, 2026. Method
Risk and return
Nov 13, 2009 to Oct 23, 2026 · 884 weekly returnsSCHX returned more: +831.5% to +620.3%. VYM swung slightly less: 14.6% to 16.2%. SCHX and VYM fell about the same at their worst: −32.3% and −32.4%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | SCHX | VYM | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +831.5% | +620.3% | SCHX | Price change plus distributions, reinvested. |
| Annualized | +14.0% | +12.3% | SCHX | Total return as a yearly rate. |
| Price return | +597.2% | +330.3% | SCHX | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 16.2% | 14.6% | VYM (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 11.2% | 10.3% | VYM (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −32.3% | −32.4% | Tie | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.80 | 0.76 | SCHX (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 1.16 | 1.09 | SCHX (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.43 | 0.38 | SCHX | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 884 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, SCHX and VYM hold 34% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Sep 30, 2026.
half
34% in common
Only in one fund ↓
Side by side
SCHX and VYM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
SCHX and VYM do different jobs. What does each one do in a portfolio?
- What each follows. SCHX follows Dow Jones U.S. Large-Cap Total Stock Market Index and VYM follows FTSE High Dividend Yield Index.
- Holdings in common. 34% 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 SCHX returned +13.1% and VYM +18.0% with distributions reinvested, a gap of 4.9 points.
Data as of Oct 28, 2026.
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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%.
VYM
VYM tracks an index of US high dividend. Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested. The prospectus expense ratio is 0.04% a year. 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
- Which returned more over the last year, SCHX or VYM?
- In the year to Oct 28, 2026, with distributions reinvested, SCHX returned +13.1% and VYM +18.0%.
- Which is cheaper, SCHX or VYM?
- SCHX is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
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, SCHX against VYM, data as of Oct 28, 2026. https://etfiq.com/compare/any/schx-vs-vym
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