SCHD vs VBIL

Quick Verdict

SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: TiedHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDVBILWinner
Expense Ratio0.06%0.06%
AUM$103.7B$9.4B
Dividend Yield3.31%3.65%
Holdings10428
YTD Return+24.26%+1.84%
1Y Return+31.38%+3.52%
3Y Return (annualized)+15.08%-
5Y Return (annualized)+9.72%-
Volatility (annualized)13.6%0.7%
Max Drawdown-33.4%-0.3%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityFixed Income
InceptionOct 20, 2011Feb 7, 2025

SCHD vs VBIL Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Vanguard 0-3 Month Treasury Bill ETF (VBIL) is a ETF from Vanguard (US). Over the past year SCHD returned +31.38% while VBIL returned +3.52%. Year to date, SCHD is up 24.26% versus a gain of 1.84% for VBIL.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 0.7% for VBIL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

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

The two funds' monthly returns correlate at -0.25. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while VBIL charges 0.06%. On a $10,000 position that is $6 vs $6 annually. On income, SCHD currently yields 3.31% against 3.65% for VBIL.

Holdings Overlap

0.0%overlap

SCHD and VBIL share 0 holdings out of 102 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 VBIL?

SCHD has an expense ratio of 0.06% while VBIL charges 0.06%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, SCHD or VBIL?

Over the past year SCHD returned +31.38% vs +3.52% for VBIL, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +11.39% vs +4.61% for VBIL. Past performance does not guarantee future results.

Which is riskier, SCHD or VBIL?

SCHD has been the more volatile fund at 13.6% annualized versus 0.7% for VBIL. Worst drawdown: SCHD -33.4% vs VBIL -0.3%.

Should I hold both SCHD and VBIL?

SCHD and VBIL have a monthly-return correlation of -0.25, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and VBIL?

SCHD and VBIL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.

Which pays a higher dividend, SCHD or VBIL?

SCHD yields 3.31% while VBIL yields 3.65%, so VBIL currently pays the higher dividend yield.

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