SCHD vs VDIG

SCHD vs VDIG

Which is better, SCHD or VDIG?

SCHD costs less.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.4%.

Lower Fees: SCHDLess 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

MetricSCHDVDIG
Expense Ratio0.06%Best0.40%
AUM$112.1B$30M
Dividend Yield3.00%0.12%
Holdings10341
YTD Return+23.46%Best+1.58%
1Y Return+27.20%-
3Y Return (annualized)+15.41%-
5Y Return (annualized)+10.16%-
Top 10 Weight41.8%Best43.4%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionOct 20, 2011Nov 14, 2025

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

SCHD vs VDIG 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 VDIG Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard Wellington Dividend Growth Active ETF (VDIG) is an ETF from Vanguard (US). Year to date, SCHD is up 23.46% versus a gain of 1.58% for VDIG.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while VDIG charges 0.40%. On a $10,000 position that is $6 vs $40 annually, a gap of $34 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.12% for VDIG.

Holdings Overlap

SCHD already in VDIG29.8%
VDIG already in SCHD18.0%

29.8% of SCHD's money is in holdings VDIG also owns. 18.0% of VDIG's money is in holdings SCHD also owns.

SCHD and VDIG share little of their money.

8 positions in common, counted across the 100 positions we hold weights for in SCHD and 43 in VDIG, against full books of 103 and 41.

What only one of them owns

Our book lists 31 positions for VDIG that do not appear in our book for SCHD (74.7% of the fund), and 91 for SCHD that do not appear in VDIG (70.1%).

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 VDIGDifference
MRKMerck & Company Inc4.77%3.59%1.18%
AMGNAmgen Inc.4.70%3.27%1.43%
KOCoca Cola Co.4.17%2.87%1.30%
HDHome Depot Inc/The3.88%2.83%1.05%
TXNTexas Instrument Inc3.13%2.58%0.55%
PGProcter & Gamble Company3.83%0.84%2.99%
ADPAutomatic Data Processing, Inc.2.79%1.16%1.63%
QCOMQualcomm Inc.2.52%0.87%1.65%

29.8% of SCHD is already inside VDIG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SCHDVDIG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VDIG?

SCHD has an expense ratio of 0.06% while VDIG charges 0.40%. SCHD is the cheaper option, by $34 a year on a $10,000 investment.

What is the holdings overlap between SCHD and VDIG?

29.8% of SCHD's money is in holdings VDIG also owns. 18.0% of VDIG's is in holdings SCHD also owns. They hold 8 positions in common, counted across the 100 positions we hold weights for in SCHD and 43 in VDIG.

Which pays a higher dividend, SCHD or VDIG?

SCHD yields 3.00% while VDIG yields 0.12%, so SCHD currently pays the higher dividend yield.

Is VDIG better than SCHD?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.