VYM's ‘High Dividend' Label Hides a $28,290 Annual Performance Gap With SCHD

Impact · against what's priced in

The performance gap between SCHD and VYM reflects different exposures to the semiconductor cycle, with SCHD's concentrated bets on QCOM and TXN driving superior recent returns. While the performance disparity is stark, it serves as a retrospective comparison of fund strategies rather than a shift in the underlying fundamentals of the ETFs.

VYM−0.30: No priced-in read yet
In context: The fund significantly underperformed SCHD over the past year, returning 11.70% YTD compared to SCHD's 22.03%.
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VYM's ‘High Dividend' Label Hides a $28,290 Annual Performance Gap With SCHD

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VYM's ‘High Dividend' Label Hides a $28,290 Annual Performance Gap With SCHD

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VYM's ‘High Dividend' Label Hides a $28,290 Annual Performance Gap With SCHD

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VYM's ‘High Dividend' Label Hides a $28,290 Annual Performance Gap With SCHD

What matters in this story

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What Happens When the Last Paycheck Clears and the Portfolio Takes Over? These 3 ETFs Build the Bridge

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