SCHD vs VBIL

SCHD vs VBIL

Which is better, SCHD or VBIL?

Large Cap Value against Ultrashort Term Bond.

SCHD led over 1Y and the full window.

Lower Fees: TiedHigher Returns: 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

MetricSCHDVBIL
Expense Ratio0.06%Tie0.06%Tie
AUM$112.1B$11.4B
Dividend Yield3.00%3.58%
Holdings10328
YTD Return+24.23%Best+2.52%
1Y Return+27.90%Best+3.72%
3Y Return (annualized)+15.55%-
5Y Return (annualized)+9.97%-
Volatility (annualized)13.9%0.5%Best
Max Drawdown-14.0%-0.1%Best
$10,000 over 1.6 years$12,852Best$10,766
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityFixed Income
StyleLarge Cap ValueUltrashort Term Bond
InceptionOct 20, 2011Feb 7, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 11, 2025 to Sep 17, 2026 (1.6 years).

SCHD vs VBIL 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 covers the 1.6 years both funds cover.

SCHD vs VBIL Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard 0-3 Month Treasury Bill ETF (VBIL) is an ETF from Vanguard (US). Over the past year SCHD returned +27.90% while VBIL returned +3.72%. Year to date, SCHD is up 24.23% versus a gain of 2.52% for VBIL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 0.5% 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 -14.0% for SCHD and -0.1% for VBIL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.26. They move largely independently of each other.

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 3.00% against 3.58% for VBIL.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 1 in VBIL, totalling 100.0% and 0.0% 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 1 in VBIL, against full books of 103 and 28.

You are not choosing between two funds in isolation.

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

SCHDVBIL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VBIL?

SCHD has an expense ratio of 0.06% while VBIL charges 0.06%. At the precision these are quoted to, they cost the same.

Which performed better, SCHD or VBIL?

Over the past year SCHD returned +27.90% vs +3.72% for VBIL, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCHD annualized +16.98% vs +4.72% for VBIL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or VBIL?

SCHD has been the more volatile fund at 13.9% annualized versus 0.5% for VBIL. Worst drawdown: SCHD -14.0% vs VBIL -0.1%.

Should I hold both SCHD and VBIL?

SCHD and VBIL have a monthly-return correlation of -0.26, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCHD or VBIL?

SCHD yields 3.00% while VBIL yields 3.58%, so VBIL currently pays the higher dividend yield.

Is VBIL better than SCHD?

SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.