SCHD vs VBCB

SCHD vs VBCB
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Quick Verdict

SCHD has a lower expense ratio. VBCB offers more diversification with 158 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: VBCB

Side-by-Side Comparison

MetricSCHDVBCBWinner
Expense Ratio0.06%0.08%
AUM$108.7B$68M
Dividend Yield3.13%0.71%
Holdings104158
YTD Return+26.54%+1.53%
1Y Return+30.90%-
3Y Return (annualized)+16.29%-
5Y Return (annualized)+9.65%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-0.3%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityFixed Income
InceptionOct 20, 2011Mar 10, 2026

SCHD vs VBCB Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Vanguard Target Maturity 2028 Corporate Bond ETF (VBCB) is a ETF from Vanguard (US). Year to date, SCHD is up 26.54% versus a gain of 1.53% for VBCB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -0.3% for VBCB. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SCHD charges 0.06% per year while VBCB charges 0.08%. On a $10,000 position that is $6 vs $8 annually, a gap of $2 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.71% for VBCB.

Holdings Overlap

0.0%overlap

SCHD and VBCB share 0 holdings out of 258 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SCHD or VBCB?

SCHD has an expense ratio of 0.06% while VBCB charges 0.08%. SCHD is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

What is the holdings overlap between SCHD and VBCB?

SCHD and VBCB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 258 unique securities.

Which pays a higher dividend, SCHD or VBCB?

SCHD yields 3.13% while VBCB yields 0.71%, so SCHD currently pays the higher dividend yield.

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