SCHD vs VBCG

SCHD vs VBCG

Which is better, SCHD or VBCG?

Large Cap Value against Long 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

MetricSCHDVBCG
Expense Ratio0.06%Best0.08%
AUM$112.1B$13M
Dividend Yield3.00%1.58%
Holdings103356
YTD Return+23.60%Best-0.14%
1Y Return+28.29%-
3Y Return (annualized)+16.25%-
5Y Return (annualized)+10.25%-
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityFixed Income
StyleLarge Cap ValueLong 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 VBCG 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 VBCG Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard Target Maturity 2033 Corporate Bond ETF (VBCG) is an ETF from Vanguard (US). Year to date, SCHD is up 23.60% versus a loss of 0.14% for VBCG.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while VBCG 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 1.58% for VBCG.

Holdings Overlap

SCHD already in VBCG4.6%

At least 4.6% of SCHD's money is in holdings VBCG also owns.

Stated as a floor: for VBCG, our book for it covers 2.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

SCHD and VBCG share little of their money.

2 positions in common, counted across the 100 positions we hold weights for in SCHD and 14 in VBCG, against full books of 103 and 356.

Top Shared Holdings

StockWeight in SCHDWeight in VBCGDifference
MOAltria Group Inc2.79%0.13%2.66%
TGTTarget Corp Common Stock Usd.08331.78%0.10%1.68%

You are not choosing between two funds in isolation.

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

SCHDVBCG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VBCG?

SCHD has an expense ratio of 0.06% while VBCG 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 VBCG?

At least 4.6% of SCHD's money is in holdings VBCG also owns. Our book for VBCG is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 100 positions we hold weights for in SCHD and 14 in VBCG.

Which pays a higher dividend, SCHD or VBCG?

SCHD yields 3.00% while VBCG yields 1.58%, so SCHD currently pays the higher dividend yield.

Is VBCG 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.