DVGR vs SCHD
DAC 3D Dividend Growth ETF vs Schwab US Dividend Equity ETF
Which is better, DVGR or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DVGR | SCHD |
|---|---|---|
| Expense Ratio | 0.65% | 0.06%Best |
| AUM | $17M | $112.1B |
| Dividend Yield | 0.60% | 3.00% |
| Holdings | 38 | 103 |
| YTD Return | +4.43% | +23.46%Best |
| 1Y Return | - | +27.20% |
| 3Y Return (annualized) | - | +15.41% |
| 5Y Return (annualized) | - | +10.16% |
| Top 10 Weight | 41.8%Tie | 41.8%Tie |
| Fund Family | Dividend Assets Capital, LLC | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Dec 4, 2025 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
DVGR vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
DVGR vs SCHD Performance
DAC 3D Dividend Growth ETF (DVGR) is an ETF from Dividend Assets Capital, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, DVGR is up 4.43% versus a gain of 23.46% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
DVGR charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, DVGR currently yields 0.60% against 3.00% for SCHD.
Holdings Overlap
13.2% of DVGR's money is in holdings SCHD also owns. 15.5% of SCHD's money is in holdings DVGR also owns.
SCHD and DVGR share little of their money.
5 positions in common, counted across the 37 positions we hold weights for in DVGR and 100 in SCHD, against full books of 38 and 103.
What only one of them owns
Our book lists 94 positions for SCHD that do not appear in our book for DVGR (84.4% of the fund), and 29 for DVGR that do not appear in SCHD (77.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of DVGR and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DVGR or SCHD?
DVGR has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.
What is the holdings overlap between DVGR and SCHD?
15.5% of SCHD's money is in holdings DVGR also owns. 15.5% of SCHD's is in holdings DVGR also owns. They hold 5 positions in common, counted across the 37 positions we hold weights for in DVGR and 100 in SCHD.
Which pays a higher dividend, DVGR or SCHD?
DVGR yields 0.60% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DVGR?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.