SCHD vs VCR

SCHD vs VCR

Which is better, SCHD or VCR?

Large Cap Value against Large Cap Growth.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and 5Y, VCR over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 55.7%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: 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

MetricSCHDVCR
Expense Ratio0.06%Best0.09%
AUM$112.1B$6.6B
Dividend Yield3.00%0.73%
Holdings103356
YTD Return+24.96%Best-2.93%
1Y Return+28.75%Best-2.74%
3Y Return (annualized)+15.71%Best+10.23%
5Y Return (annualized)+9.86%Best+4.35%
Volatility (annualized)13.6%Best18.9%
Max Drawdown-33.4%Best-39.2%
$10,000 over 5 years$16,003Best$12,373
Top 10 Weight41.8%Best55.7%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionOct 20, 2011Jan 26, 2004

Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 9, 2026 (14.9 years).

SCHD vs VCR 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 14.9 years both funds cover.

SCHD vs VCR Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard Consumer Discretionary ETF (VCR) is an ETF from Vanguard (US). Over the past year SCHD returned +28.75% while VCR returned -2.74%. Year to date, SCHD is up 24.96% versus a loss of 2.93% for VCR.

Over three years, SCHD compounded at +15.71% per year against +10.23% for VCR; over five years the annualized figures are +9.86% and +4.35% respectively. Across the full 15-year window we track, VCR has the edge at +13.38% annualized vs +11.36%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VCR has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 13.6% for SCHD. 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 -39.2% for VCR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SCHD charges 0.06% per year while VCR charges 0.09%. On a $10,000 position that is $6 vs $9 annually, a gap of $3 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.73% for VCR.

Holdings Overlap

SCHD already in VCR6.8%
VCR already in SCHD7.5%

6.8% of SCHD's money is in holdings VCR also owns. 7.5% of VCR's money is in holdings SCHD also owns.

VCR and SCHD share little of their money.

The two holdings books were reported 62 days apart, SCHD as of Aug 31, 2026 and VCR as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

12 positions in common, counted across the 100 positions we hold weights for in SCHD and 278 in VCR, against full books of 103 and 356.

What only one of them owns

Our book lists 262 positions for VCR that do not appear in our book for SCHD (91.7% of the fund), and 87 for SCHD that do not appear in VCR (93.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SCHDWeight in VCRDifference
HDHome Depot Inc/The3.88%5.13%1.25%
FFord Motor Co1.33%0.84%0.49%
DRIDarden Restaurants Inc.0.60%0.40%0.20%
BBYBest Buy Co. Inc.0.38%0.29%0.09%
ALVAutoliv Inc0.20%0.17%0.03%
MMacy'S Inc.0.14%0.17%0.03%
MTNVail Resorts Inc.0.12%0.14%0.02%
PAGPenske Automotive Group Inc0.10%0.12%0.02%
WENWendy's Co/the0.03%0.08%0.05%
BKEBuckle Inc0.03%0.07%0.04%

You are not choosing between two funds in isolation.

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

SCHDVCR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VCR?

SCHD has an expense ratio of 0.06% while VCR charges 0.09%. SCHD is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, SCHD or VCR?

Over the past year SCHD returned +28.75% vs -2.74% for VCR, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.36% vs +13.38% for VCR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or VCR?

VCR has been the more volatile fund at 18.9% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VCR -39.2%.

Should I hold both SCHD and VCR?

SCHD and VCR have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SCHD and VCR?

7.5% of VCR's money is in holdings SCHD also owns. 7.5% of VCR's is in holdings SCHD also owns. They hold 12 positions in common, counted across the 100 positions we hold weights for in SCHD and 278 in VCR.

Which pays a higher dividend, SCHD or VCR?

SCHD yields 3.00% while VCR yields 0.73%, so SCHD currently pays the higher dividend yield.

Is VCR better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and 5Y, VCR over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 55.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.