SCHD vs VGVT

SCHD vs VGVT

Which is better, SCHD or VGVT?

SCHD has been ahead.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: 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

MetricSCHDVGVT
Expense Ratio0.06%Best0.10%
AUM$112.1B$36M
Dividend Yield3.00%4.51%
Holdings103259
YTD Return+25.07%Best-1.10%
1Y Return+27.61%Best-0.35%
3Y Return (annualized)+15.74%-
5Y Return (annualized)+9.89%-
Volatility (annualized)13.0%3.3%Best
Max Drawdown-4.6%-3.0%Best
$10,000 over 1.2 years$13,035Best$10,213
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityFixed Income
StyleLarge Cap Value-
InceptionOct 20, 2011Jun 18, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 9, 2025 to Sep 11, 2026 (1.2 years).

SCHD vs VGVT 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 covers the 1.2 years both funds cover.

SCHD vs VGVT Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard Government Securities Active ETF (VGVT) is an ETF from Vanguard (US). Over the past year SCHD returned +27.61% while VGVT returned -0.35%. Year to date, SCHD is up 25.07% versus a loss of 1.10% for VGVT.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 3.3% for VGVT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -4.6% for SCHD and -3.0% for VGVT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.34. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SCHD charges 0.06% per year while VGVT charges 0.10%. On a $10,000 position that is $6 vs $10 annually, a gap of $4 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 4.51% for VGVT.

Holdings Overlap

We hold position weights for 100 holdings in SCHD and 105 in VGVT, totalling 100.0% and 50.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 62 days apart, SCHD as of Aug 31, 2026 and VGVT as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 100 positions we hold weights for in SCHD and 105 in VGVT, against full books of 103 and 259.

You are not choosing between two funds in isolation.

Whichever of SCHD and VGVT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDVGVT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VGVT?

SCHD has an expense ratio of 0.06% while VGVT charges 0.10%. SCHD is the cheaper option, by $4 a year on a $10,000 investment.

Which performed better, SCHD or VGVT?

Over the past year SCHD returned +27.61% vs -0.35% for VGVT, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), SCHD annualized +24.72% vs +1.77% for VGVT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or VGVT?

SCHD has been the more volatile fund at 13.0% annualized versus 3.3% for VGVT. Worst drawdown: SCHD -4.6% vs VGVT -3.0%.

Should I hold both SCHD and VGVT?

SCHD and VGVT have a monthly-return correlation of 0.34, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCHD or VGVT?

SCHD yields 3.00% while VGVT yields 4.51%, so VGVT currently pays the higher dividend yield.

Is VGVT better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.