SCHD vs VBCF

SCHD vs VBCF

Which is better, SCHD or VBCF?

SCHD costs less.

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

MetricSCHDVBCF
Expense Ratio0.06%Best0.08%
AUM$112.1B$43M
Dividend Yield3.00%1.28%
Holdings103376
YTD Return+23.46%Best-0.24%
1Y Return+27.20%-
3Y Return (annualized)+15.41%-
5Y Return (annualized)+10.16%-
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityFixed Income
StyleLarge Cap Value-
InceptionOct 20, 2011Mar 10, 2026

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

SCHD vs VBCF 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 VBCF Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard Target Maturity 2032 Corporate Bond ETF (VBCF) is an ETF from Vanguard (US). Year to date, SCHD is up 23.46% versus a loss of 0.24% for VBCF.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while VBCF 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 3.00% against 1.28% for VBCF.

Holdings Overlap

SCHD already in VBCF43.2%

At least 43.2% of SCHD's money is in holdings VBCF also owns.

Stated as a floor: for VBCF, our book for it covers 28.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

14 positions in common, counted across the 100 positions we hold weights for in SCHD and 94 in VBCF, against full books of 103 and 376.

Top Shared Holdings

StockWeight in SCHDWeight in VBCFDifference
AMGNAmgen Inc.4.70%0.33%4.37%
VZVerizon Communic3.97%0.97%3.00%
KOCoca Cola Co.4.17%0.46%3.71%
CVXChevron Corp4.02%0.33%3.69%
COPConocophillips Common Stock USD 0.013.94%0.21%3.73%
PGProcter & Gamble Company3.83%0.25%3.58%
PEPPepsico Inc.3.64%0.34%3.30%
BMYBristol-Myers Squibb Co.3.33%0.40%2.93%
MOAltria Group Inc2.79%0.42%2.37%
ADPAutomatic Data Processing, Inc.2.79%0.27%2.52%

43.2% of SCHD is already inside VBCF.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SCHDVBCF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VBCF?

SCHD has an expense ratio of 0.06% while VBCF charges 0.08%. SCHD is the cheaper option, by $2 a year on a $10,000 investment.

What is the holdings overlap between SCHD and VBCF?

At least 43.2% of SCHD's money is in holdings VBCF also owns. Our book for VBCF is partial, so the real figure is this or higher. They hold 14 positions in common, counted across the 100 positions we hold weights for in SCHD and 94 in VBCF.

Which pays a higher dividend, SCHD or VBCF?

SCHD yields 3.00% while VBCF yields 1.28%, so SCHD currently pays the higher dividend yield.

Is VBCF 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.