DVGR vs SCHD
DVGR vs SCHD
DAC 3D Dividend Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | DVGR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $17M | $103.7B | |
| Dividend Yield | 0.62% | 3.31% | |
| Holdings | 38 | 104 | |
| YTD Return | +10.88% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -8.2% | -33.4% | |
| Fund Family | Dividend Assets Capital, LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 4, 2025 | Oct 20, 2011 |
DVGR vs SCHD Performance
DAC 3D Dividend Growth ETF (DVGR) is a ETF from Dividend Assets Capital, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, DVGR is up 10.88% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.2% for DVGR and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 0.62% against 3.31% for SCHD.
Holdings Overlap
DVGR and SCHD share 1 holdings out of 100 unique holdings combined, representing a 3.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DVGR | Weight in SCHD | Difference |
|---|---|---|---|
| AMGN | 3.16% | 4.25% | 1.09% |
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. On a $10,000 investment, that is $59 per year of difference.
What is the holdings overlap between DVGR and SCHD?
DVGR and SCHD share 1 common holdings with a 3.2% weight overlap. Combined, they hold 100 unique securities.
Which pays a higher dividend, DVGR or SCHD?
DVGR yields 0.62% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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