SCHD vs VBCB

SCHD vs VBCB

Which is better, SCHD or VBCB?

Large Cap Value against Short Term Mid Quality.

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

MetricSCHDVBCB
Expense Ratio0.06%Best0.08%
AUM$112.2B$68M
Dividend Yield3.13%0.71%
Holdings103653
YTD Return+27.56%Best+1.83%
1Y Return+30.29%-
3Y Return (annualized)+16.37%-
5Y Return (annualized)+10.23%-
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityFixed Income
StyleLarge Cap ValueShort Term Mid Quality
InceptionOct 20, 2011Mar 10, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs VBCB 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.

SCHD vs VBCB Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard Target Maturity 2028 Corporate Bond ETF (VBCB) is an ETF from Vanguard (US). Year to date, SCHD is up 27.56% versus a gain of 1.83% for VBCB.

Past performance does not guarantee future results.

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

We hold position weights for 100 holdings in SCHD and 158 in VBCB, totalling 100.0% and 24.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 158 in VBCB, against full books of 103 and 653.

You are not choosing between two funds in isolation.

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

SCHDVBCB

Free for up to 10 holdings. No account needed.

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, by $2 a year on a $10,000 investment.

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.

Is VBCB 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.