SCHD vs VALG

SCHD vs VALG

Which is better, SCHD or VALG?

Large Cap Value against Trading-Leveraged Equity.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricSCHDVALG
Expense Ratio0.06%Best0.75%
AUM$111.6B$210,876.2
Dividend Yield3.24%0.00%
Holdings20610
Fund FamilyCharles Schwab Asset ManagementLeverage Shares
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Leveraged Equity
InceptionOct 20, 2011Dec 18, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 15 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SCHD has data through Nov 3, 2026 and VALG through Oct 19, 2026.

Fees and Cost Over Time

SCHD charges 0.06% per year while VALG charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 0.00% for VALG.

You are not choosing between two funds in isolation.

Whichever of SCHD and VALG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDVALG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VALG?

SCHD has an expense ratio of 0.06% while VALG charges 0.75%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or VALG?

SCHD yields 3.24% while VALG yields 0.00%, so SCHD currently pays the higher dividend yield.

Is VALG better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.