Compare Funds: SCHD vs. SWPPX
SCHD
SWPPX
Comparison
Average Return
In the past year, SCHD returned a total of 26.95%, which is significantly lower than SWPPX's 36.26% return. Over the past 10 years, SCHD has had annualized average returns of 12.37%, compared to 14.84% for SWPPX. These numbers are adjusted for stock splits and include dividends.
Top 25 Holdings
| SCHD - Schwab US Dividend Equity ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | TXN | Texas Instruments Incorporated | 4.53% |
| 2 | UNH | UnitedHealth Group Incorporated | 4.45% |
| 3 | CVX | Chevron Corporation | 4.15% |
| 4 | PEP | PepsiCo, Inc. | 3.97% |
| 5 | KO | The Coca-Cola Company | 3.95% |
| 6 | MRK | Merck & Co., Inc. | 3.94% |
| 7 | COP | ConocoPhillips | 3.93% |
| 8 | QCOM | QUALCOMM Incorporated | 3.79% |
| 9 | AMGN | Amgen Inc. | 3.78% |
| 10 | VZ | Verizon Communications Inc. | 3.75% |
| 11 | HD | The Home Depot, Inc. | 3.75% |
| 12 | PG | The Procter & Gamble Company | 3.71% |
| 13 | ABT | Abbott Laboratories | 3.47% |
| 14 | LMT | Lockheed Martin Corporation | 3.25% |
| 15 | BMY | Bristol-Myers Squibb Company | 3.17% |
| 16 | ACN | Accenture plc | 3.15% |
| 17 | MO | Altria Group, Inc. | 2.88% |
| 18 | CMCSA | Comcast Corporation | 2.78% |
| 19 | BX | Blackstone Inc. | 2.53% |
| 20 | ADP | Automatic Data Processing, Inc. | 2.13% |
| 21 | UPS | United Parcel Service, Inc. | 2.05% |
| 22 | SLB | SLB N.V. | 2.04% |
| 23 | EOG | EOG Resources, Inc. | 1.92% |
| 24 | TGT | Target Corporation | 1.48% |
| 25 | OKE | ONEOK, Inc. | 1.42% |
| View SCHD holdings | |||
| SWPPX - Schwab S&P 500 Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.26% |
| 2 | AAPL | Apple Inc. | 6.58% |
| 3 | MSFT | Microsoft Corporation | 4.92% |
| 4 | AMZN | Amazon.com, Inc. | 3.44% |
| 5 | GOOGL | Alphabet Inc. | 3.06% |
| 6 | AVGO | Broadcom Inc. | 2.54% |
| 7 | GOOG | Alphabet Inc. | 2.44% |
| 8 | META | Meta Platforms, Inc. | 2.38% |
| 9 | TSLA | Tesla, Inc. | 1.91% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.56% |
| 11 | LLY | Eli Lilly and Company | 1.41% |
| 12 | JPM | JPMorgan Chase & Co. | 1.38% |
| 13 | XOM | Exxon Mobil Corporation | 1.08% |
| 14 | JNJ | Johnson & Johnson | 1.01% |
| 15 | WMT | Walmart Inc. | 0.95% |
| 16 | V | Visa Inc. | 0.91% |
| 17 | MU | Micron Technology, Inc. | 0.78% |
| 18 | COST | Costco Wholesale Corporation | 0.76% |
| 19 | MA | Mastercard Incorporated | 0.72% |
| 20 | ABBV | AbbVie Inc. | 0.69% |
| 21 | NFLX | Netflix, Inc. | 0.69% |
| 22 | PG | The Procter & Gamble Company | 0.66% |
| 23 | HD | The Home Depot, Inc. | 0.64% |
| 24 | GE | GE Aerospace | 0.61% |
| 25 | CVX | Chevron Corporation | 0.60% |
| View SWPPX holdings | |||