Core Insights - The Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard High Dividend Yield ETF (VYM) both focus on dividend-paying U.S. stocks but differ in sector allocation, portfolio concentration, and yield [1][2] Group 1: Fund Characteristics - SCHD has a higher dividend yield of 3.8% compared to VYM's 2.4% [3][4] - Both funds have an expense ratio of 0.06% [3][4] - SCHD has assets under management (AUM) of $72.8 billion, while VYM has $68.6 billion [3] Group 2: Performance Metrics - Over the past year, VYM has returned 9.6%, while SCHD has seen a decline of 1.4% [3] - The maximum drawdown over five years for VYM is 15.85%, compared to SCHD's 16.86% [5] - An investment of $1,000 in VYM would have grown to $1,573 over five years, while the same investment in SCHD would have grown to $1,285 [5] Group 3: Portfolio Composition - SCHD tracks the Dow Jones U.S. Dividend 100 Index and holds approximately 100 stocks, with significant allocations in energy (20%), consumer staples (18%), and healthcare (16%) [6] - VYM holds over 565 companies, with a tilt towards financial services (21%), technology (14%), and healthcare (13%) [7] - SCHD's top holdings include Merck, Cisco Systems, and Amgen, while VYM's largest positions are Broadcom, JPMorgan Chase, and Exxon Mobil [6][7] Group 4: Investment Strategy - VYM aims for broad exposure to high-yield dividend stocks, weighting companies based on market capitalization [8][9] - SCHD focuses on high-quality dividend stocks, screening companies based on dividend yield and growth characteristics [10] - VYM is suitable for investors seeking broad exposure, while SCHD appeals to those prioritizing high-quality dividend stocks [11]

Core Insights - The Vanguard High Dividend Yield ETF (VYM) and Fidelity High Dividend ETF (FDVV) both target U.S. companies with above-average dividend yields but differ in their strategies and characteristics [1][2]. Cost and Size Comparison - FDVV has an expense ratio of 0.15% and assets under management (AUM) of $7.7 billion, while VYM has a lower expense ratio of 0.06% and AUM of $84.6 billion [3]. - As of December 18, 2025, FDVV's one-year return is 10.62% compared to VYM's 9.99%, and FDVV offers a higher dividend yield of 3.02% versus VYM's 2.42% [3]. Performance and Risk Analysis - Over the past five years, FDVV experienced a maximum drawdown of -20.17%, while VYM had a drawdown of -15.87% [4]. - An investment of $1,000 in FDVV would grow to $1,754 over five years, compared to $1,567 for VYM [4]. Portfolio Composition - VYM tracks the FTSE High Dividend Yield Index with 566 holdings, primarily in financial services (21%), technology (18%), and healthcare (13%), featuring top stocks like Broadcom, JPMorgan Chase, and Exxon Mobil [5]. - FDVV has a more concentrated portfolio with 107 holdings, focusing heavily on technology (26%) and consumer defensive (12%) sectors, with major positions in Nvidia, Microsoft, and Apple [6]. Investment Implications - While FDVV offers a higher dividend yield, its higher expense ratio may offset some income benefits, making the net earnings from both funds relatively similar for most investors [7][8]. - The sector allocation indicates that VYM is more stable due to its focus on financial services, whereas FDVV's heavier tech exposure may lead to higher volatility and potential returns [9][10].

Core Insights - The Vanguard Dividend Appreciation ETF (VIG) and the iShares Core High Dividend ETF (HDV) cater to different investor preferences, with VIG focusing on growth and technology, while HDV emphasizes higher yields and defensive sectors [1][6]. Cost and Size Comparison - HDV has an expense ratio of 0.08% and AUM of $11.7 billion, while VIG has a lower expense ratio of 0.05% and AUM of $115.1 billion [3]. - As of November 30, 2025, HDV's 1-year return is 2.26% and dividend yield is 3.09%, compared to VIG's 1-year return of 8.79% and dividend yield of 1.64% [3]. Performance and Risk Analysis - Over five years, HDV has a max drawdown of -16.52% and a growth of $1,000 to $1,411, while VIG has a max drawdown of -20.40% and a growth of $1,000 to $1,605 [4]. Portfolio Composition - VIG holds 338 stocks with significant allocations in technology (29%), financial services (22%), and healthcare (16%), focusing on companies with a consistent record of dividend growth [5]. - HDV is more concentrated with 75 stocks, primarily in consumer staples (25%), healthcare (22%), and energy (21%), focusing on higher-yielding, established companies [6]. Investment Strategy Insights - HDV is more stable with a lower beta of 0.62 and less severe max drawdown, appealing to income-focused investors [7][8]. - VIG offers growth potential with a focus on technology-oriented stocks, which may lead to higher total returns over time [9][10].