SCHD vs VEFA

SCHD vs VEFA

Which is better, SCHD or VEFA?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio. VEFA is less concentrated, with 23.3% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: VEFA

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

MetricSCHDVEFA
Expense Ratio0.06%Best0.30%
AUM$112.1B$4M
Dividend Yield3.00%0.74%
Holdings103101
YTD Return+24.23%Best+15.97%
1Y Return+27.90%-
3Y Return (annualized)+15.55%-
5Y Return (annualized)+9.97%-
Top 10 Weight41.8%23.3%Best
Fund FamilyCharles Schwab Asset ManagementVanEck
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Apr 1, 2026

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

SCHD vs VEFA 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 VEFA Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and VanEck MSCI EAFE Analyst Sentiment ETF (VEFA) is an ETF from VanEck. Year to date, SCHD is up 24.23% versus a gain of 15.97% for VEFA.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while VEFA charges 0.30%. On a $10,000 position that is $6 vs $30 annually, a gap of $24 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.74% for VEFA.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 100 in VEFA, totalling 100.0% and 99.7% 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 100 in VEFA, against full books of 103 and 101.

What only one of them owns

Our book lists 1 positions for VEFA that do not appear in our book for SCHD (0.4% of the fund), and 99 for SCHD that do not appear in VEFA (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 VEFA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDVEFA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VEFA?

SCHD has an expense ratio of 0.06% while VEFA charges 0.30%. SCHD is the cheaper option, by $24 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or VEFA?

SCHD yields 3.00% while VEFA yields 0.74%, so SCHD currently pays the higher dividend yield.

Is VEFA better than SCHD?

SCHD has a lower expense ratio. VEFA is less concentrated, with 23.3% 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.