SCHD vs VDIG

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricSCHDVDIGWinner
Expense Ratio0.06%0.40%
AUM$103.7B$28M
Dividend Yield3.31%0.13%
Holdings10432
YTD Return+24.26%+6.26%
1Y Return+31.38%-
3Y Return (annualized)+15.08%-
5Y Return (annualized)+9.72%-
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 24.26% versus a gain of 6.26% 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 3.31% against 0.13% for VDIG.

Holdings Overlap

14.3%overlap

SCHD and VDIG share 6 holdings out of 134 unique holdings combined, representing a 14.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in VDIGDifference
TXN3.70%3.92%0.22%
HD4.16%2.97%1.19%
KO4.08%2.70%1.38%
PGProProPro
AMGNProProPro
QCOMProProPro
See all 6 holdings SCHD shares with VDIG
Exact weights in each fund and the difference, for every overlapping position.
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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 14.3% weight overlap. Combined, they hold 134 unique securities.

Which pays a higher dividend, SCHD or VDIG?

SCHD yields 3.31% while VDIG yields 0.13%, so SCHD currently pays the higher dividend yield.

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