The Equity Income fund is an exchange traded fund (ETF) within the Schwab family. 30 other funds in our database have a greater than 99% correlation with SCHD.

Within the Schwab family of funds, the most positively correlated other funds are Large-Cap Value, Large-Cap Core, Multi-Cap Core, Mid-Cap Core, Large-Cap Growth.

Outside of the Schwab family, the most positively correlated other funds are Vanguard Mutual Funds - High Dividend Yield Index, Vanguard - High Dividend Yield, Vanguard Mutual Funds - Equity Income, Vanguard Mutual Funds - Equity Income Admiral Shares, Vanguard - Dividend Appreciation.

Extremely Similar Funds

There are multiple other funds which have extremely high correlation to Schwab's Equity Income fund.
99.9% VHDYX Vanguard Mutual Funds High Dividend Yield Index
99.9% VYM Vanguard High Dividend Yield
99.9% VEIPX Vanguard Mutual Funds Equity Income
99.9% VEIRX Vanguard Mutual Funds Equity Income Admiral Shares
99.8% VIG Vanguard Dividend Appreciation
99.8% PFM PowerShares Dividend Achievers Portfolio
99.7% MGV Vanguard Mega Cap Value
99.6% SCHV Schwab Large-Cap Value
99.6% VTV Vanguard Value
99.6% VVIAX Vanguard Mutual Funds Value Index Admiral Shares
99.6% VWENX Vanguard Mutual Funds Wellington Admiral Shares
99.6% VWELX Vanguard Mutual Funds Wellington
99.6% VDIGX Vanguard Mutual Funds Dividend Growth
99.6% DIA SPDR Dow Jones Industrial Average
99.6% DVY iShares Select Dividend ETF
99.5% JKD iShares Morningstar Large-Cap ETF
99.5% MGC Vanguard Mega Cap
99.5% VOO Vanguard S&P 500
99.5% JKF iShares Morningstar Large-Cap Value ETF
99.4% SDY SPDR S&P Dividend
99.4% FUSEX Fidelity Spartan 500 Index Fund - Investor Class
99.4% FUSVX Fidelity Spartan 500 Index Fund - Fidelity Advantage Class
99.4% VFIAX Vanguard Mutual Funds 500 Index Admiral Shares
99.4% SPY SPDR S&P 500
99.4% DSI iShares MSCI KLD 400 Social ETF
99.4% OEF iShares S&P 100 ETF
99.4% VBIAX Vanguard Mutual Funds Balanced Index Admiral Shares
99.4% IVV iShares Core S&P 500 ETF
99.4% HDV iShares Core High Dividend ETF
99.3% VQNPX Vanguard Mutual Funds Growth and Income

Performance for the previous 2 years


Positively Correlated Schwab ETFs
SCHV Schwab Large-Cap Value 99.6%
SCHX Schwab Large-Cap Core 99.3%
SCHB Schwab Multi-Cap Core 99.2%
SCHM Schwab Mid-Cap Core 98.4%
SCHG Schwab Large-Cap Growth 98.1%
Negatively Correlated Schwab funds
SCHP Schwab Inflation Protected Bond -27.2%
SCHE Schwab Emerging Markets 3.6%
SCHR Schwab General U.S. Treasury 69.6%
SCHZ Schwab Core Bond 82.9%
SCHF Schwab International Multi-Cap Core 83.2%

Positively Correlated Non-Schwab funds
VHDYX Vanguard Mutual Funds High Dividend Yield Index 99.9%
VYM Vanguard High Dividend Yield 99.9%
VEIPX Vanguard Mutual Funds Equity Income 99.9%
VEIRX Vanguard Mutual Funds Equity Income Admiral Shares 99.9%
VIG Vanguard Dividend Appreciation 99.8%
Negatively Correlated Non-Schwab funds
DBS PowerShares DB Silver Fund -93.9%
SLV iShares Silver Trust -93.5%
DBP PowerShares DB Precious Metals Fund -93.2%
DGL PowerShares DB Gold Fund -92.6%
GLD SPDR Gold Shares -91.6%

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