All ETFs
SCHD vs VIG
Two ETFs side by side: fees, returns, performance over time and what each one holds.
Key facts
| SCHDSchwab U.S. Dividend Equity ETF | VIGVanguard Dividend Appreciation Index Fund ETF Shares | |
|---|---|---|
| Expense ratio | 0.06% | 0.04% |
| Fund size | $107.9B | $127.6B |
| Distribution yield | 3.24% | 1.56% |
| Net asset value (NAV) | $35.26 | $243.13 |
| Category | Large Value | Large Blend |
| Provider | Schwab ETFs | Vanguard |
| Inception | Oct 20, 2011 | Apr 21, 2006 |
| Fund currency | USD | USD |
| Listing | Listed in the US | Listed in the US |
Returns
| SCHD | VIG | Difference | |
|---|---|---|---|
| This year | +31.7% | +12.0% | +19.8 pp |
| 1 year | +35.1% | +13.1% | +22.0 pp |
| 3 years (annualized) | +19.9% | +18.7% | +1.1 pp |
| 5 years (annualized) | +10.1% | +10.1% | 0.0 pp |
Total return with dividends reinvested, in the ETF's currency. Past performance is not a guide to future returns. Difference in percentage points (first ETF minus second).
Performance
SCHD+62.2%VIG+62.5%
Both lines start at 100. Total return with dividends reinvested, each in its own currency: the exchange-rate effect between currencies is not adjusted.
0 holdings appear in both lists. Overlap of the listed holdings: 0.0%.
Top holdings · SCHD
Sector weights
Technology
SCHD16.0%VIG27.4%Financial services
SCHD9.2%VIG20.7%Consumer defensive
SCHD20.1%VIG9.1%Healthcare
SCHD19.3%VIG18.7%Energy
SCHD15.3%VIG3.6%Industrials
SCHD7.3%VIG10.8%Consumer cyclical
SCHD6.7%VIG3.9%Communication services
SCHD5.9%VIG—Basic materials
SCHD—VIG3.2%Utilities
SCHD0.1%VIG2.7%
Fund data from Yahoo Finance; it may be delayed or incomplete. This is not investment advice.