SCHD vs VDIG

SCHD vs VDIG
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDVDIGWinner
Expense Ratio0.06%0.40%
AUM$108.7B$28M
Dividend Yield3.13%0.12%
Holdings10441
YTD Return+27.67%+4.73%
1Y Return+29.56%-
3Y Return (annualized)+16.53%-
5Y Return (annualized)+9.95%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-11.2%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionOct 20, 2011Nov 14, 2025

SCHD vs VDIG Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Vanguard Wellington Dividend Growth Active ETF (VDIG) is a ETF from Vanguard (US). Year to date, SCHD is up 27.67% versus a gain of 4.73% for VDIG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -11.2% for VDIG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 3.13% against 0.12% for VDIG.

Holdings Overlap

14.1%overlap

SCHD and VDIG share 6 holdings out of 134 unique holdings combined, representing a 14.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in VDIGDifference
TXN3.53%3.92%0.39%
HD4.32%2.97%1.35%
KO4.20%2.70%1.50%
AMGNProProPro
PGProProPro
QCOMProProPro
FundXLS Pro
See the top 6 holdings SCHD shares with VDIG
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

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. On a $10,000 investment, that is $34 per year of difference.

What is the holdings overlap between SCHD and VDIG?

SCHD and VDIG share 6 common holdings with a 14.1% weight overlap. Combined, they hold 134 unique securities.

Which pays a higher dividend, SCHD or VDIG?

SCHD yields 3.13% while VDIG yields 0.12%, so SCHD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free