ESGV vs SCHD
Vanguard ESG US Stock ETF vs Schwab US Dividend Equity ETF
Which is better, ESGV or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. ESGV led over 3Y, 5Y and the full window, SCHD over 1Y. ESGV is less concentrated, with 39.9% of the fund in its ten largest positions against 41.5%.
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 | ESGV | SCHD |
|---|---|---|
| Expense Ratio | 0.09% | 0.06%Best |
| AUM | $13.2B | $112.2B |
| Dividend Yield | 0.88% | 3.13% |
| Holdings | 1,244 | 103 |
| YTD Return | +12.90% | +27.56%Best |
| 1Y Return | +18.64% | +30.29%Best |
| 3Y Return (annualized) | +20.92%Best | +16.37% |
| 5Y Return (annualized) | +11.22%Best | +10.23% |
| Volatility (annualized) | 17.8% | 16.5%Best |
| Max Drawdown | -33.7% | -33.4%Best |
| $10,000 over 5 years | $17,018Best | $16,274 |
| Top 10 Weight | 39.9%Best | 41.5% |
| Fund Family | Vanguard (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 18, 2018 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Sep 20, 2018 to Sep 4, 2026 (8 years).
ESGV 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 covers the 8 years both funds cover.
ESGV vs SCHD Performance
Vanguard ESG US Stock ETF (ESGV) is an ETF from Vanguard (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ESGV returned +18.64% while SCHD returned +30.29%. Year to date, ESGV is up 12.90% versus a gain of 27.56% for SCHD.
Over three years, ESGV compounded at +20.92% per year against +16.37% for SCHD; over five years the annualized figures are +11.22% and +10.23% respectively. Across the full 8-year window we track, ESGV has the edge at +14.55% annualized vs +11.29%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESGV has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 16.5% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.7% for ESGV and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ESGV charges 0.09% per year while SCHD charges 0.06%. On a $10,000 position that is $9 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, ESGV currently yields 0.88% against 3.13% for SCHD.
Holdings Overlap
7.2% of ESGV's money is in holdings SCHD also owns. 78.0% of SCHD's money is in holdings ESGV also owns.
Most of SCHD is already inside ESGV. Owning both mostly buys the same companies twice.
66 positions in common, counted across the 1,225 positions we hold weights for in ESGV and 100 in SCHD, against full books of 1,244 and 103.
What only one of them owns
Our book lists 33 positions for SCHD that do not appear in our book for ESGV (21.9% of the fund), and 890 for ESGV that do not appear in SCHD (88.8%).
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.
Top Shared Holdings
| Stock | Weight in ESGV | Weight in SCHD | Difference |
|---|---|---|---|
| ABTAbbott Laboratories | 0.30% | 4.70% | 4.40% |
| AMGNAmgen Inc. | 0.34% | 4.62% | 4.28% |
| HDHome Depot Inc/The | 0.57% | 4.32% | 3.75% |
| MRKMerck & Company Inc | 0.54% | 4.26% | 3.72% |
| UNHUnitedhealth Group Incorporated | 0.67% | 4.11% | 3.44% |
| KOCoca Cola Co. | 0.55% | 4.20% | 3.65% |
| PGProcter & Gamble Company | 0.60% | 3.96% | 3.36% |
| VZVerizon Communic | 0.32% | 3.84% | 3.52% |
| PEPPepsico Inc. | 0.32% | 3.71% | 3.39% |
| TXNTexas Instrument Inc | 0.46% | 3.53% | 3.07% |
78.0% of SCHD is already inside ESGV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ESGV or SCHD?
ESGV has an expense ratio of 0.09% while SCHD charges 0.06%. SCHD is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, ESGV or SCHD?
Over the past year ESGV returned +18.64% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (8 years), ESGV annualized +14.55% vs +11.29% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ESGV or SCHD?
ESGV has been the more volatile fund at 17.8% annualized versus 16.5% for SCHD. Worst drawdown: ESGV -33.7% vs SCHD -33.4%.
Should I hold both ESGV and SCHD?
ESGV and SCHD have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ESGV and SCHD?
78.0% of SCHD's money is in holdings ESGV also owns. 78.0% of SCHD's is in holdings ESGV also owns. They hold 66 positions in common, counted across the 1,225 positions we hold weights for in ESGV and 100 in SCHD.
Which pays a higher dividend, ESGV or SCHD?
ESGV yields 0.88% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than ESGV?
SCHD has a lower expense ratio. ESGV led over 3Y, 5Y and the full window, SCHD over 1Y. ESGV is less concentrated, with 39.9% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.