SCHD vs VDI

SCHD vs VDI

Which is better, SCHD or VDI?

SCHD costs less.

SCHD has a lower expense ratio. VDI is less concentrated, with 20.0% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: VDI

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

MetricSCHDVDI
Expense Ratio0.06%Best0.39%
AUM$112.1B$17M
Dividend Yield3.00%2.22%
Holdings103114
YTD Return+24.96%Best+18.88%
1Y Return+28.75%-
3Y Return (annualized)+15.71%-
5Y Return (annualized)+9.86%-
Top 10 Weight41.8%20.0%Best
Fund FamilyCharles Schwab Asset ManagementVirtus Investment Partners
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionOct 20, 2011Dec 2, 2025

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

SCHD vs VDI 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 VDI Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Virtus International Dividend ETF (VDI) is an ETF from Virtus Investment Partners. Year to date, SCHD is up 24.96% versus a gain of 18.88% for VDI.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while VDI charges 0.39%. On a $10,000 position that is $6 vs $39 annually, a gap of $33 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 2.22% for VDI.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 111 in VDI, totalling 100.0% and 98.6% 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 111 in VDI, against full books of 103 and 114.

What only one of them owns

Our book lists 2 positions for VDI that do not appear in our book for SCHD (1.2% of the fund), and 99 for SCHD that do not appear in VDI (99.9%).

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.

You are not choosing between two funds in isolation.

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

SCHDVDI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VDI?

SCHD has an expense ratio of 0.06% while VDI charges 0.39%. SCHD is the cheaper option, by $33 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or VDI?

SCHD yields 3.00% while VDI yields 2.22%, so SCHD currently pays the higher dividend yield.

Is VDI better than SCHD?

SCHD has a lower expense ratio. VDI is less concentrated, with 20.0% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.