All ETFs
VIG vs SCHD
Two ETFs side by side: fees, returns, performance over time and what each one holds.
Key facts
| VIGVanguard Dividend Appreciation Index Fund ETF Shares | SCHDSchwab U.S. Dividend Equity ETF | |
|---|---|---|
| Expense ratio | 0.04% | 0.06% |
| Fund size | $127.6B | $107.9B |
| Distribution yield | 1.56% | 3.24% |
| Net asset value (NAV) | $243.13 | $35.26 |
| Category | Large Blend | Large Value |
| Provider | Vanguard | Schwab ETFs |
| Inception | Apr 21, 2006 | Oct 20, 2011 |
| Fund currency | USD | USD |
| Listing | Listed in the US | Listed in the US |
Returns
| VIG | SCHD | Difference | |
|---|---|---|---|
| This year | +12.0% | +31.7% | -19.8 pp |
| 1 year | +13.1% | +35.1% | -22.0 pp |
| 3 years (annualized) | +18.7% | +19.9% | -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
VIG+62.5%SCHD+62.2%
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 · VIG
Sector weights
Technology
VIG27.4%SCHD16.0%Financial services
VIG20.7%SCHD9.2%Consumer defensive
VIG9.1%SCHD20.1%Healthcare
VIG18.7%SCHD19.3%Energy
VIG3.6%SCHD15.3%Industrials
VIG10.8%SCHD7.3%Consumer cyclical
VIG3.9%SCHD6.7%Communication services
VIG—SCHD5.9%Basic materials
VIG3.2%SCHD—Utilities
VIG2.7%SCHD0.1%
Fund data from Yahoo Finance; it may be delayed or incomplete. This is not investment advice.