DIVH vs SCHD

DIVH vs SCHD

Which is better, DIVH or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. DIVH is less concentrated, with 32.7% of the fund in its ten largest positions against 41.6%.

Lower Fees: SCHDLess Concentrated: DIVH

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDIVHSCHD
Expense Ratio0.67%0.06%Best
AUM$4M$111.6B
Dividend Yield0.12%3.24%
Holdings60206
YTD Return-2.39%+24.55%Best
1Y Return-+29.85%
3Y Return (annualized)-+16.64%
5Y Return (annualized)-+9.54%
Top 10 Weight32.7%Best41.6%
Fund FamilyIntegrity Viking FundsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionSep 1, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

DIVH vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

DIVH vs SCHD Performance

Integrity Dividend Harvest ETF (DIVH) is an ETF from Integrity Viking Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, DIVH is down 2.39% versus a gain of 24.55% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

DIVH charges 0.67% per year while SCHD charges 0.06%. On a $10,000 position that is $67 vs $6 annually, a gap of $61 per year that compounds over a long holding period. On income, DIVH currently yields 0.12% against 3.24% for SCHD.

Holdings Overlap

DIVH already in SCHD31.5%
SCHD already in DIVH53.0%

31.5% of DIVH's money is in holdings SCHD also owns. 53.0% of SCHD's money is in holdings DIVH also owns.

The two portfolios partly overlap.

20 positions in common, counted across the 60 positions we hold weights for in DIVH and 98 in SCHD, against full books of 60 and 206.

What only one of them owns

Our book lists 77 positions for SCHD that do not appear in our book for DIVH (46.7% of the fund), and 36 for DIVH that do not appear in SCHD (61.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DIVHWeight in SCHDDifference
CVXChevron Corp3.99%4.14%0.15%
PEPPepsico Inc.2.56%3.80%1.24%
TXNTexas Instrument Inc1.28%4.89%3.61%
VZVerizon Communic1.98%3.88%1.90%
BMYBristol-Myers Squibb Co.2.62%3.21%0.59%
MRKMerck & Company Inc1.72%4.04%2.32%
QCOMQualcomm Inc.1.12%4.61%3.49%
PGProcter & Gamble Company1.45%4.16%2.71%
KOCoca Cola Co.1.47%4.12%2.65%
HDHome Depot Inc/The0.77%3.77%3.00%

53.0% of SCHD is already inside DIVH.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DIVHSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DIVH or SCHD?

DIVH has an expense ratio of 0.67% while SCHD charges 0.06%. SCHD is the cheaper option, by $61 a year on a $10,000 investment.

What is the holdings overlap between DIVH and SCHD?

53.0% of SCHD's money is in holdings DIVH also owns. 53.0% of SCHD's is in holdings DIVH also owns. They hold 20 positions in common, counted across the 60 positions we hold weights for in DIVH and 98 in SCHD.

Which pays a higher dividend, DIVH or SCHD?

DIVH yields 0.12% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.

Is SCHD better than DIVH?

SCHD has a lower expense ratio. DIVH is less concentrated, with 32.7% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.