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SCHD correlations (Schwab US Dividend Equity ETF)

Every correlation that matters for SCHD: the assets it tracks, the ones that offset it, and where it sits among 4756 US stocks and ETFs.

Data as of 2026-08-27 · refreshed every trading day · Dividend

Volatility (ann.)
12.9%
3y weekly
Beta vs S&P 500
0.52
3y weekly
1-year return
+29.6%
price, adjusted
5-year return
+60.9%
price, adjusted
Expense ratio
0.06%
annual
Assets
$104.2B
under management
Dividend yield
3.13%
trailing
Max drawdown
-16.1%
3y, daily closes
-3%0%+32%2025-09-052026-08-27
SCHD over the last 12 months, weekly closes indexed to 100 at the start.

Stocks and ETFs most correlated with SCHD

AssetCorrelation (3Y)
VTVVanguard Value ETF0.88
DGROiShares Core Dividend Growth ETF0.88
VYMVanguard High Dividend Yield ETF0.88
SPYVSPDR Portfolio S&P 500 Value ETF0.87
RSPInvesco S&P 500 Equal Weight ETF0.85
MDYSPDR S&P MidCap 400 ETF0.79
VIGVanguard Dividend Appreciation ETF0.79
FUNDSprott Focus Trust, Inc. - Closed End Fund0.78
USMViShares MSCI USA Min Vol Factor ETF0.77
GDVGabelli Dividend & Income Trust0.76
XLBMaterials Select Sector SPDR Fund0.75
EVTEaton Vance Tax Advantaged Dividend Income Fund0.75
DIASPDR Dow Jones Industrial Average ETF0.74
IWMiShares Russell 2000 ETF0.74
USBU.S. Bancorp0.73

Best diversifiers for SCHD

If the goal is offsetting SCHD, these tracked assets have historically moved the most on their own terms.

AssetCorrelation (3Y)
VXZiPath Series B S&P 500 VIX Mid-Term Futures ETN-0.57
VXXiPath Series B S&P 500 VIX Short-Term Futures ETN-0.57
FNGDMicroSectors FANG Index -3X Inverse Leveraged ETNs due-0.21
TCRTAlaunos Therapeutics, Inc.-0.19
YHGJYunhong Green CTI Ltd.-0.18
VELOVelo3D, Inc.-0.17
SPRBSpruce Biosciences, Inc.-0.15
PAPLPineapple Financial Inc.-0.15
MDRRMedalist Diversified, Inc.-0.14
ZSQRZ Squared Inc.-0.14

SCHD vs benchmarks

SCHD vs SPY 0.59 SCHD vs QQQ 0.39

SCHD vs its peers

SCHD vs DGRO 0.88 SCHD vs VYM 0.88 SCHD vs VIG 0.79

Get SCHD data as JSON

Free API · no key required
$ curl https://www.pairbook.io/api/v1/symbols/schd.json

Correlations, diversifiers, beta and volatility for SCHD, plus one endpoint per pair. API documentation.

SCHD holdings overlap with other ETFs

ETFOverlapCorrelation (3Y)
SCHD vs VYMVanguard High Dividend Yield ETF21.5%0.88
SCHD vs DGROiShares Core Dividend Growth ETF20.8%0.88
SCHD vs XLPConsumer Staples Select Sector SPDR Fund19.3%0.62
SCHD vs DIASPDR Dow Jones Industrial Average ETF19.0%0.74
SCHD vs XLVHealth Care Select Sector SPDR Fund18.0%0.64
SCHD vs VTVVanguard Value ETF17.8%0.88
SCHD vs SPYVSPDR Portfolio S&P 500 Value ETF16.5%0.87
SCHD vs XLEEnergy Select Sector SPDR Fund14.7%0.59
SCHD vs VIGVanguard Dividend Appreciation ETF14.4%0.79
SCHD vs USMViShares MSCI USA Min Vol Factor ETF11.1%0.77
SCHD vs RSPInvesco S&P 500 Equal Weight ETF9.2%0.85
SCHD vs QUALiShares MSCI USA Quality Factor ETF8.5%0.62
SCHD vs IVViShares Core S&P 500 ETF8.1%0.58
SCHD vs SPYSPDR S&P 500 ETF Trust8.1%0.59
SCHD vs VOOVanguard S&P 500 ETF8.0%0.59
SCHD vs XLIIndustrial Select Sector SPDR Fund7.9%0.71
SCHD vs VTIVanguard Total Stock Market ETF7.4%0.62
SCHD vs MTUMiShares MSCI USA Momentum Factor ETF7.0%0.39
SCHD vs XLCCommunication Services Select Sector SPDR Fund6.3%0.42
SCHD vs XLYConsumer Discretionary Select Sector SPDR Fund6.3%0.49
SCHD vs SOXXiShares Semiconductor ETF5.8%0.37
SCHD vs ACWIiShares MSCI ACWI ETF5.5%0.62
SCHD vs QQQInvesco QQQ Trust5.1%0.39
SCHD vs QQQMInvesco Nasdaq 100 ETF5.1%0.39
SCHD vs VTVanguard Total World Stock ETF5.1%0.63
SCHD vs IBBiShares Biotechnology ETF4.8%0.60
SCHD vs XLKTechnology Select Sector SPDR Fund3.6%0.34
SCHD vs MDYSPDR S&P MidCap 400 ETF3.5%0.79
SCHD vs XLFFinancial Select Sector SPDR Fund3.5%0.69
SCHD vs IWMiShares Russell 2000 ETF1.5%0.74
SCHD vs SPYGSPDR Portfolio S&P 500 Growth ETF0.9%0.36
SCHD vs VUGVanguard Growth ETF0.8%0.36
SCHD vs EFAiShares MSCI EAFE ETF0.6%0.60
SCHD vs IEFAiShares Core MSCI EAFE ETF0.6%0.60
SCHD vs VEAVanguard FTSE Developed Markets ETF0.6%0.60
SCHD vs EEMiShares MSCI Emerging Markets ETF0.1%0.40
SCHD vs ICLNiShares Global Clean Energy ETF0.1%0.36
SCHD vs IEMGiShares Core MSCI Emerging Markets ETF0.1%0.40
SCHD vs VWOVanguard FTSE Emerging Markets ETF0.1%0.44
SCHD vs EWJiShares MSCI Japan ETF0%0.49
SCHD vs FXIiShares China Large-Cap ETF0%0.29
SCHD vs VNQVanguard Real Estate ETF0%0.72
SCHD vs XLBMaterials Select Sector SPDR Fund0%0.75
SCHD vs XLREReal Estate Select Sector SPDR Fund0%0.69
SCHD vs XLUUtilities Select Sector SPDR Fund0%0.40