SCHD vs VDIG
Schwab US Dividend Equity ETF vs Vanguard Wellington Dividend Growth Active ETF
Which is better, SCHD or VDIG?
SCHD has been ahead.
SCHD has a lower expense ratio. SCHD led over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 44.7%.
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
| Metric | SCHD | VDIG |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.40% |
| AUM | $108.9B | $32M |
| Dividend Yield | 3.00% | 0.12% |
| Holdings | 206 | 84 |
| YTD Return | +23.29%Best | +4.57% |
| 1Y Return | +29.70%Best | +7.91% |
| 3Y Return (annualized) | +16.26% | - |
| 5Y Return (annualized) | +9.65% | - |
| Top 10 Weight | 41.8%Best | 44.7% |
| Fund Family | Charles Schwab Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 20, 2011 | Nov 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). Over the past year SCHD returned +29.70% while VDIG returned +7.91%. Year to date, SCHD is up 23.29% versus a gain of 4.57% 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
25.8% of SCHD's money is in holdings VDIG also owns. 18.3% of VDIG's money is in holdings SCHD also owns.
SCHD and VDIG share little of their money.
7 positions in common, counted across the 99 positions we hold weights for in SCHD and 41 in VDIG, against full books of 206 and 84.
What only one of them owns
Our book lists 29 positions for VDIG that do not appear in our book for SCHD (73.8% of the fund), and 91 for SCHD that do not appear in VDIG (74.2%).
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
25.8% 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.
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.
Which performed better, SCHD or VDIG?
Over the past year SCHD returned +29.70% vs +7.91% for VDIG, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between SCHD and VDIG?
25.8% of SCHD's money is in holdings VDIG also owns. 18.3% of VDIG's is in holdings SCHD also owns. They hold 7 positions in common, counted across the 99 positions we hold weights for in SCHD and 41 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 led over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 44.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.