SCHD was created on 2011-10-20 by Schwab. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 69930.79m in AUM and 101 holdings. SCHD tracks a market-cap-weighted index of 100 dividend-paying US equities.
SHV was created on 2007-01-05 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. SHV tracks a market-weighted index of debt securities issued by the U.S. Treasury. Remaining maturity must be 1-12 months.
Key Details
Oct 20, 2011
Jan 05, 2007
Equity
Fixed Income
High Dividend Yield
Investment Grade
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PAY | <0.01% | $4.04B | +69.74% | 0.00% |
GDEN | -0.02% | $780.11M | -5.14% | 3.40% |
HZO | 0.02% | $560.89M | -19.31% | 0.00% |
APP | 0.02% | $112.95B | +301.08% | 0.00% |
CGEM | 0.02% | $457.95M | -55.50% | 0.00% |
STRA | 0.03% | $2.08B | -22.38% | 2.81% |
CRBU | 0.03% | $117.19M | -23.17% | 0.00% |
CELC | 0.03% | $474.84M | -23.44% | 0.00% |
U | -0.04% | $10.11B | +49.57% | 0.00% |
MSCI | -0.06% | $44.60B | +19.65% | 1.18% |
AMCX | -0.07% | $286.64M | -33.95% | 0.00% |
CPSH | -0.07% | $40.67M | +64.71% | 0.00% |
VTEX | -0.08% | $1.18B | -11.02% | 0.00% |
VFC | 0.08% | $4.61B | -12.30% | 3.05% |
RHI | 0.09% | $4.22B | -35.42% | 5.46% |
OXSQ | -0.09% | - | - | 18.79% |
ALT | 0.09% | $283.87M | -47.37% | 0.00% |
JKHY | 0.10% | $12.98B | +7.41% | 1.27% |
BBAR | -0.10% | $3.47B | +83.57% | 0.00% |
REAL | 0.10% | $553.03M | +53.29% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BIL | 69.63% | $42.87B | 0.1356% | |
SGOV | 66.97% | $49.84B | 0.09% | |
BILS | 66.59% | $3.86B | 0.1356% | |
XBIL | 64.76% | $783.57M | 0.15% | |
GBIL | 58.65% | $6.38B | 0.12% | |
XHLF | 52.96% | $1.73B | 0.03% | |
IBTF | 50.25% | $2.02B | 0.07% | |
XONE | 46.51% | $585.86M | 0.03% | |
TBIL | 45.37% | $5.84B | 0.15% | |
GSY | 45.29% | $2.73B | 0.22% | |
BOXX | 41.57% | $6.72B | 0.19% | |
BILZ | 41.02% | $827.49M | 0.14% | |
PULS | 40.92% | $11.69B | 0.15% | |
FTSM | 40.80% | $6.40B | 0.45% | |
TBLL | 40.30% | $2.13B | 0.08% | |
BSCP | 36.66% | $3.28B | 0.1% | |
JPST | 36.36% | $31.84B | 0.18% | |
IBTG | 35.28% | $1.92B | 0.07% | |
VNLA | 34.56% | $2.62B | 0.23% | |
IBDQ | 34.44% | $2.99B | 0.1% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
GREK | -<0.01% | $288.41M | 0.57% | |
IHF | -0.02% | $648.78M | 0.4% | |
PBD | 0.09% | $72.88M | 0.75% | |
IBHF | -0.22% | $861.47M | 0.35% | |
INDY | -0.23% | $723.50M | 0.89% | |
SCHD | 0.24% | $68.70B | 0.06% | |
MSOS | 0.24% | $302.43M | 0.77% | |
RTH | 0.25% | $242.75M | 0.35% | |
LGLV | -0.26% | $1.09B | 0.12% | |
GHYB | -0.26% | $90.50M | 0.15% | |
QCLN | 0.29% | $404.96M | 0.56% | |
KNG | 0.30% | $3.73B | 0.75% | |
BITQ | 0.32% | $233.17M | 0.85% | |
DTH | -0.36% | $435.74M | 0.58% | |
XHE | -0.38% | $165.61M | 0.35% | |
FDL | -0.39% | $5.39B | 0.43% | |
EWP | 0.43% | $1.30B | 0.5% | |
SPLV | 0.44% | $7.59B | 0.25% | |
DAPP | 0.45% | $226.56M | 0.51% | |
CWB | -0.47% | $3.87B | 0.4% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
LDUR | 0.19% | $929.55M | 0.5% | |
SHV | 0.24% | $20.67B | 0.15% | |
WEAT | -0.36% | $117.15M | 0.28% | |
TFLO | -0.41% | $6.83B | 0.15% | |
FTSM | -0.43% | $6.40B | 0.45% | |
AGZ | -0.51% | $614.02M | 0.2% | |
JPLD | 0.51% | $1.76B | 0.24% | |
CTA | -0.61% | $1.06B | 0.76% | |
TPMN | 0.65% | $30.81M | 0.65% | |
TYA | -0.65% | $152.19M | 0.15% | |
GSST | -0.93% | $918.38M | 0.16% | |
IBTM | -0.94% | $316.18M | 0.07% | |
BILZ | 0.96% | $827.49M | 0.14% | |
CARY | 1.08% | $347.36M | 0.8% | |
BSV | -1.14% | $38.37B | 0.03% | |
SGOV | 1.31% | $49.84B | 0.09% | |
SCHR | -1.47% | $11.12B | 0.03% | |
SMB | 1.55% | $274.71M | 0.07% | |
CMBS | 1.64% | $446.84M | 0.25% | |
IBND | 1.78% | $378.69M | 0.5% |
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Investors looking for high dividend yields need to be careful they don't overreach on the income front. Dividend investors have to take a lot of different factors into consideration when buying individual stocks. The Schwab US Dividend Equity ETF (NYSEMKT: SCHD), which trades for well under $100 per share, stands out as an attractive option for income investors.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SDOG | 96.89% | $1.18B | 0.36% | |
DIVB | 95.58% | $918.34M | 0.05% | |
FTA | 95.41% | $1.10B | 0.6% | |
FDL | 94.61% | $5.39B | 0.43% | |
DHS | 94.15% | $1.22B | 0.38% | |
DGRO | 94.00% | $31.72B | 0.08% | |
SPYD | 93.97% | $6.80B | 0.07% | |
SDY | 93.96% | $19.79B | 0.35% | |
IUSV | 93.87% | $20.73B | 0.04% | |
DVY | 93.80% | $19.56B | 0.38% | |
SPYV | 93.80% | $26.50B | 0.04% | |
VOOV | 93.76% | $5.43B | 0.1% | |
SCHV | 93.72% | $12.51B | 0.04% | |
IVE | 93.66% | $38.74B | 0.18% | |
CDC | 93.58% | $728.75M | 0.42% | |
PEY | 93.37% | $1.10B | 0.53% | |
VTV | 93.37% | $138.39B | 0.04% | |
TPHD | 93.32% | $305.37M | 0.52% | |
RDIV | 93.31% | $777.82M | 0.39% | |
DVAL | 93.29% | $114.22M | 0.49% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ICLO | -14.70% | $316.51M | 0.19% | |
DXJ | -14.64% | $3.47B | 0.48% | |
DBJP | -14.41% | $373.08M | 0.45% | |
FLJH | -14.40% | $85.89M | 0.09% | |
HEWJ | -14.32% | $363.44M | 0.5% | |
SMH | -13.42% | $25.88B | 0.35% | |
DBE | -13.34% | $52.44M | 0.77% | |
XME | -12.96% | $1.90B | 0.35% | |
GCC | -12.89% | $139.17M | 0.55% | |
EWC | -12.86% | $3.10B | 0.5% | |
CLOZ | -12.84% | $785.27M | 0.5% | |
COMT | -12.25% | $605.97M | 0.48% | |
RDVI | -12.25% | $2.01B | 0.75% | |
KBWB | -12.23% | $4.60B | 0.35% | |
IXG | -12.13% | $522.29M | 0.41% | |
ARTY | -12.12% | $1.09B | 0.47% | |
IDMO | -12.10% | $1.04B | 0.25% | |
RDVY | -12.07% | $14.88B | 0.48% | |
USCI | -12.06% | $242.77M | 1.07% | |
OILK | -11.98% | $71.89M | 0.69% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SYPR | 0.35% | $52.86M | +19.79% | 0.00% |
VSTA | -0.74% | $342.46M | +40.00% | 0.00% |
AGL | 0.91% | $956.23M | -64.68% | 0.00% |
RLX | 1.13% | $2.02B | +20.65% | 0.45% |
CPSH | 1.42% | $40.67M | +64.71% | 0.00% |
CARV | 1.42% | $8.52M | +19.23% | 0.00% |
VRCA | 1.43% | $48.34M | -92.83% | 0.00% |
HUSA | 1.46% | $22.94M | -6.82% | 0.00% |
LITB | -1.75% | $21.70M | -78.27% | 0.00% |
VSA | -1.91% | $8.67M | -15.70% | 0.00% |
GALT | 1.95% | $147.47M | +3.10% | 0.00% |
VHC | 2.12% | $45.90M | +59.26% | 0.00% |
ZCMD | 2.32% | $28.79M | -13.64% | 0.00% |
AIFU | 2.34% | $6.13B | +82.50% | 0.00% |
BTCT | 2.55% | $18.98M | +37.85% | 0.00% |
KROS | 2.57% | $547.90M | -70.48% | 0.00% |
K | -3.37% | $27.41B | +36.96% | 2.88% |
MKTX | 3.43% | $8.23B | +9.48% | 1.37% |
LTM | 3.43% | $12.12B | -95.54% | 2.48% |
CYCN | -3.47% | $9.63M | +30.43% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -9.23% | $247.94M | +1,821.34% | 0.00% |
STG | -7.16% | $29.06M | -28.79% | 0.00% |
CYCN | -3.47% | $9.63M | +30.43% | 0.00% |
K | -3.37% | $27.41B | +36.96% | 2.88% |
VSA | -1.91% | $8.67M | -15.70% | 0.00% |
LITB | -1.75% | $21.70M | -78.27% | 0.00% |
VSTA | -0.74% | $342.46M | +40.00% | 0.00% |
SYPR | 0.35% | $52.86M | +19.79% | 0.00% |
AGL | 0.91% | $956.23M | -64.68% | 0.00% |
RLX | 1.13% | $2.02B | +20.65% | 0.45% |
CPSH | 1.42% | $40.67M | +64.71% | 0.00% |
CARV | 1.42% | $8.52M | +19.23% | 0.00% |
VRCA | 1.43% | $48.34M | -92.83% | 0.00% |
HUSA | 1.46% | $22.94M | -6.82% | 0.00% |
GALT | 1.95% | $147.47M | +3.10% | 0.00% |
VHC | 2.12% | $45.90M | +59.26% | 0.00% |
ZCMD | 2.32% | $28.79M | -13.64% | 0.00% |
AIFU | 2.34% | $6.13B | +82.50% | 0.00% |
BTCT | 2.55% | $18.98M | +37.85% | 0.00% |
KROS | 2.57% | $547.90M | -70.48% | 0.00% |
SCHD - Schwab US Dividend Equity ETF and SHV - iShares Short Treasury Bond ETF have a 0 holding overlap. Which accounts for a 0.0% overlap.
Number of overlapping holdings
0
% of overlapping holdings
0%
Name | Weight in SCHD | Weight in SHV |
---|---|---|
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -68.99% | $99.76M | 0.59% | |
VIXY | -63.19% | $165.69M | 0.85% | |
IVOL | -37.60% | $349.27M | 1.02% | |
BTAL | -33.57% | $296.79M | 1.43% | |
FTSD | -28.02% | $231.79M | 0.25% | |
XONE | -23.08% | $585.86M | 0.03% | |
SPTS | -21.04% | $5.78B | 0.03% | |
CLIP | -20.36% | $1.52B | 0.07% | |
FXY | -18.64% | $815.67M | 0.4% | |
UTWO | -17.44% | $379.36M | 0.15% | |
SCHO | -17.21% | $11.46B | 0.03% | |
VGSH | -16.17% | $22.80B | 0.03% | |
SHYM | -14.85% | $350.04M | 0.35% | |
XHLF | -14.62% | $1.73B | 0.03% | |
IBTH | -14.57% | $1.60B | 0.07% | |
KCCA | -13.46% | $105.63M | 0.87% | |
BILS | -12.70% | $3.86B | 0.1356% | |
TBLL | -12.51% | $2.13B | 0.08% | |
IBTI | -12.10% | $1.06B | 0.07% | |
ULST | -11.24% | $662.59M | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITW | 84.14% | $72.68B | +4.68% | 2.40% |
GGG | 78.72% | $14.40B | +8.67% | 1.23% |
PFG | 78.69% | $17.75B | +0.94% | 3.74% |
LYB | 78.32% | $18.86B | -38.67% | 9.26% |
TXT | 78.28% | $14.50B | -6.43% | 0.10% |
NDSN | 78.21% | $12.16B | -7.25% | 1.45% |
PNC | 77.93% | $73.48B | +19.47% | 3.43% |
MET | 77.22% | $53.95B | +14.50% | 2.75% |
FITB | 76.88% | $27.71B | +13.76% | 3.53% |
USB | 76.63% | $71.30B | +15.26% | 4.38% |
PRU | 76.54% | $37.92B | -8.58% | 4.94% |
DD | 76.36% | $28.83B | -14.42% | 2.30% |
RF | 75.89% | $20.99B | +16.52% | 4.26% |
AVNT | 75.79% | $3.01B | -24.77% | 3.24% |
DCI | 75.50% | $8.11B | -2.78% | 1.59% |
APAM | 75.42% | $3.14B | +9.18% | 6.79% |
EMN | 75.33% | $8.80B | -22.21% | 4.35% |
DOW | 75.07% | $19.09B | -49.10% | 10.47% |
UNP | 74.90% | $138.26B | +2.28% | 2.32% |
STWD | 74.68% | $6.92B | +7.71% | 9.62% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CLX | 23.16% | $14.68B | -12.70% | 4.10% |
DNB | 22.62% | $4.05B | -1.94% | 1.65% |
CCI | 20.67% | $43.83B | +3.02% | 5.73% |
RKT | 20.53% | $2.15B | +9.68% | 0.00% |
CAG | 19.73% | $9.74B | -28.22% | 6.87% |
BFAM | 19.69% | $7.00B | +11.11% | 0.00% |
AMT | 19.45% | $101.95B | +12.04% | 3.05% |
AWK | 17.96% | $26.90B | +6.78% | 2.27% |
PSA | 17.14% | $50.85B | +0.78% | 4.17% |
GIS | 16.95% | $27.66B | -20.14% | 4.74% |
THS | 16.66% | $984.25M | -46.81% | 0.00% |
RYN | 16.37% | $3.45B | -23.96% | 5.01% |
CTO | 16.20% | $570.10M | -0.86% | 8.80% |
PSNL | 16.08% | $581.18M | +462.39% | 0.00% |
MO | 16.04% | $98.96B | +28.98% | 6.98% |
CPB | 15.89% | $9.18B | -31.87% | 4.94% |
CUBE | 15.82% | $9.66B | -6.20% | 4.88% |
O | 15.77% | $51.50B | +7.97% | 5.59% |
CWT | 15.76% | $2.71B | -6.14% | 2.55% |
WPC | 15.42% | $13.77B | +14.21% | 5.68% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
OEC | -22.00% | $603.21M | -51.14% | 0.77% |
LPLA | -20.79% | $29.19B | +30.67% | 0.33% |
EPM | -20.32% | $169.14M | -6.45% | 9.80% |
AER | -20.31% | $20.70B | +25.79% | 0.88% |
YALA | -19.25% | $917.35M | +51.21% | 0.00% |
INTC | -19.03% | $98.97B | -26.74% | 0.55% |
MUX | -18.82% | $504.79M | +1.85% | 0.00% |
NTNX | -18.76% | $20.18B | +32.44% | 0.00% |
HL | -18.56% | $3.69B | +20.41% | 0.60% |
PUMP | -18.50% | $620.34M | -31.14% | 0.00% |
AXP | -18.36% | $222.22B | +36.99% | 0.92% |
GSL | -18.11% | $945.68M | -7.48% | 6.79% |
JAMF | -17.88% | $1.23B | -43.33% | 0.00% |
STN | -17.79% | $12.50B | +31.15% | 0.56% |
PRU | -17.69% | $37.92B | -8.58% | 4.94% |
LNC | -17.35% | $5.90B | +11.16% | 5.18% |
VMI | -17.30% | $6.70B | +21.65% | 0.94% |
REI | -17.27% | $154.89M | -55.62% | 0.00% |
AIR | -17.18% | $2.49B | -5.03% | 0.00% |
AIG | -17.11% | $48.75B | +13.94% | 1.95% |
Schwab US Dividend Equity ETF - SCHD is made up of 99 holdings. iShares Short Treasury Bond ETF - SHV is made up of 59 holdings.
Name | Weight |
---|---|
4.28% | |
4.22% | |
4.09% | |
4.09% | |
3.99% | |
3.97% | |
3.94% | |
3.94% | |
3.92% | |
![]() | 3.88% |
3.87% | |
![]() | 3.85% |
3.81% | |
3.78% | |
3.07% | |
2.66% | |
![]() | 2.07% |
![]() | 1.97% |
![]() | 1.92% |
![]() | 1.88% |
1.88% | |
1.77% | |
1.74% | |
1.74% | |
1.18% | |
1.14% | |
1.05% | |
1.04% | |
1.04% | |
0.96% |
Name | Weight |
---|---|
7 7381407NT United States Treasury Bills 0% | 5.36% |
7 7381438NT United States Treasury Bills 0% | 4.24% |
7 7381444NT United States Treasury Bills 0% | 3.93% |
7 7381468NT United States Treasury Bills 0% | 3.21% |
7 7381380NT United States Treasury Bills 0% | 3.17% |
7 7381447NT United States Treasury Bills 0% | 3.15% |
7 7381461NT United States Treasury Bills 0% | 3.09% |
7 7381443NT United States Treasury Bills 0% | 3.07% |
7 7382798NT United States Treasury Bills 0% | 3.05% |
7 7381456NT United States Treasury Bills 0% | 3.03% |
7 7381482NT United States Treasury Bills 0% | 2.78% |
7 7381457NT United States Treasury Bills 0% | 2.72% |
7 7381466NT United States Treasury Bills 0% | 2.63% |
7 7381390NT United States Treasury Bills 0% | 2.59% |
7 7381478NT United States Treasury Bills 0% | 2.42% |
7 7381462NT United States Treasury Bills 0% | 2.39% |
- | 2.14% |
7 7381481NT United States Treasury Bills 0% | 2.13% |
7 7381399NT United States Treasury Bills 0% | 2.06% |
7 7008898NT United States Treasury Notes 4.875% | 1.98% |
7 7381469NT United States Treasury Bills 0% | 1.89% |
7 7381470NT United States Treasury Bills 0% | 1.89% |
7 7381471NT United States Treasury Bills 0% | 1.84% |
7 7381416NT United States Treasury Bills 0% | 1.83% |
7 7381452NT United States Treasury Bills 0% | 1.80% |
7 7381465NT United States Treasury Bills 0% | 1.77% |
7 7381463NT United States Treasury Bills 0% | 1.71% |
7 7007308NT United States Treasury Notes 0.25% | 1.64% |
7 7381433NT United States Treasury Bills 0% | 1.64% |
7 7381439NT United States Treasury Bills 0% | 1.60% |