HYT vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. HYT offers more diversification with 717 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: HYT

Side-by-Side Comparison

MetricHYTSCHDWinner
Expense Ratio3.35%0.06%
AUM$1.8B$103.7B
Dividend Yield10.17%3.31%
Holdings1,211104
YTD Return+1.33%+23.31%
1Y Return-4.82%+30.42%
3Y Return (annualized)+7.90%+14.66%
5Y Return (annualized)+1.75%+9.59%
Volatility (annualized)14.0%13.6%
Max Drawdown-67.6%-33.4%
Fund FamilyBlackRock, Inc. (US)Charles Schwab Asset Management
CategoryFixed IncomeEquity
InceptionMay 30, 2003Oct 20, 2011

HYT vs SCHD Performance

Blackrock Corporate High Yield Fund Inc. (HYT) is a ETF from BlackRock, Inc. (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year HYT returned -4.82% while SCHD returned +30.42%. Year to date, HYT is up 1.33% versus a gain of 23.31% for SCHD.

Over three years, HYT compounded at +7.90% per year against +14.66% for SCHD; over five years the annualized figures are +1.75% and +9.59% respectively. Across the full 15-year window we track, SCHD has the edge at +11.34% annualized vs -0.21%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HYT has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -67.6% for HYT and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYT charges 3.35% per year while SCHD charges 0.06%. On a $10,000 position that is $335 vs $6 annually, a gap of $329 per year that compounds over a long holding period. On income, HYT currently yields 10.17% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

HYT and SCHD share 0 holdings out of 817 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, HYT or SCHD?

HYT has an expense ratio of 3.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $329 per year of difference.

Which performed better, HYT or SCHD?

Over the past year HYT returned -4.82% vs +30.42% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), HYT annualized -0.21% vs +11.34% for SCHD. Past performance does not guarantee future results.

Which is riskier, HYT or SCHD?

HYT has been the more volatile fund at 14.0% annualized versus 13.6% for SCHD. Worst drawdown: HYT -67.6% vs SCHD -33.4%.

Should I hold both HYT and SCHD?

HYT and SCHD have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYT and SCHD?

HYT and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 817 unique securities.

Which pays a higher dividend, HYT or SCHD?

HYT yields 10.17% while SCHD yields 3.31%, so HYT currently pays the higher dividend yield.

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