SCHD vs VONG
Schwab US Dividend Equity ETF vs Vanguard Russell 1000 Growth ETF
Which is better, SCHD or VONG?
Large Cap Value against Large Cap Growth.
SCHD led over 1Y, VONG over 3Y, 5Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 54.3%.
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 | VONG |
|---|---|---|
| Expense Ratio | 0.06%Tie | 0.06%Tie |
| AUM | $112.1B | $51.6B |
| Dividend Yield | 3.00% | 0.46% |
| Holdings | 103 | 373 |
| YTD Return | +25.88%Best | +3.04% |
| 1Y Return | +30.22%Best | +4.91% |
| 3Y Return (annualized) | +16.05% | +21.33%Best |
| 5Y Return (annualized) | +10.17% | +11.85%Best |
| Volatility (annualized) | 13.6%Best | 15.9% |
| Max Drawdown | -33.4% | -32.7%Best |
| $10,000 over 5 years | $16,230 | $17,506Best |
| Top 10 Weight | 41.8%Best | 54.3% |
| Fund Family | Charles Schwab Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Oct 20, 2011 | Sep 20, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 14, 2026 (14.9 years).
SCHD vs VONG 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 14.9 years both funds cover.
SCHD vs VONG Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard Russell 1000 Growth ETF (VONG) is an ETF from Vanguard (US). Over the past year SCHD returned +30.22% while VONG returned +4.91%. Year to date, SCHD is up 25.88% versus a gain of 3.04% for VONG.
Over three years, SCHD compounded at +16.05% per year against +21.33% for VONG; over five years the annualized figures are +10.17% and +11.85% respectively. Across the full 15-year window we track, VONG has the edge at +15.85% annualized vs +11.41%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VONG has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 13.6% for SCHD. 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 -33.4% for SCHD and -32.7% for VONG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCHD charges 0.06% per year while VONG charges 0.06%. On a $10,000 position that is $6 vs $6 annually. On income, SCHD currently yields 3.00% against 0.46% for VONG.
Holdings Overlap
32.3% of SCHD's money is in holdings VONG also owns. 3.1% of VONG's money is in holdings SCHD also owns.
The two portfolios partly overlap.
The two holdings books were reported 62 days apart, SCHD as of Aug 31, 2026 and VONG as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
15 positions in common, counted across the 100 positions we hold weights for in SCHD and 371 in VONG, against full books of 103 and 373.
What only one of them owns
Our book lists 291 positions for VONG that do not appear in our book for SCHD (96.4% of the fund), and 84 for SCHD that do not appear in VONG (67.7%).
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
| Stock | Weight in SCHD | Weight in VONG | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 4.70% | 0.41% | 4.29% |
| HDHome Depot Inc/The | 3.88% | 0.77% | 3.11% |
| KOCoca Cola Co. | 4.17% | 0.11% | 4.06% |
| TXNTexas Instrument Inc | 3.13% | 0.80% | 2.33% |
| PEPPepsico Inc. | 3.64% | 0.06% | 3.58% |
| LMTLockheed Martin Corp | 2.78% | 0.31% | 2.47% |
| ADPAutomatic Data Processing, Inc. | 2.79% | 0.10% | 2.69% |
| BXBlackstone Group Inc. Class A | 2.59% | 0.20% | 2.39% |
| FASTFastenal Co. | 1.38% | 0.13% | 1.25% |
| KMBKimberly-Clark Corp. | 0.87% | 0.03% | 0.84% |
32.3% of SCHD is already inside VONG.
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 VONG?
SCHD has an expense ratio of 0.06% while VONG charges 0.06%. At the precision these are quoted to, they cost the same.
Which performed better, SCHD or VONG?
Over the past year SCHD returned +30.22% vs +4.91% for VONG, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.41% vs +15.85% for VONG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or VONG?
VONG has been the more volatile fund at 15.9% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VONG -32.7%.
Should I hold both SCHD and VONG?
SCHD and VONG have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and VONG?
32.3% of SCHD's money is in holdings VONG also owns. 3.1% of VONG's is in holdings SCHD also owns. They hold 15 positions in common, counted across the 100 positions we hold weights for in SCHD and 371 in VONG.
Which pays a higher dividend, SCHD or VONG?
SCHD yields 3.00% while VONG yields 0.46%, so SCHD currently pays the higher dividend yield.
Is VONG better than SCHD?
SCHD led over 1Y, VONG over 3Y, 5Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 54.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.