SCHD vs VONV

SCHD vs VONV

Which is better, SCHD or VONV?

Each has led over a different period.

SCHD led over 1Y and the full window, VONV over 3Y and 5Y. The two have moved almost in lockstep, correlation 0.94. VONV is less concentrated, with 27.9% of the fund in its ten largest positions against 41.8%.

Lower Fees: TiedHigher Returns: splitLess Concentrated: VONV

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

MetricSCHDVONV
Expense Ratio0.06%Tie0.06%Tie
AUM$112.1B$23.1B
Dividend Yield3.00%1.53%
Holdings103876
YTD Return+25.84%Best+20.79%
1Y Return+30.18%Best+27.76%
3Y Return (annualized)+16.08%+19.55%Best
5Y Return (annualized)+9.97%+11.84%Best
Volatility (annualized)13.6%Best14.1%
Max Drawdown-33.4%Best-38.2%
$10,000 over 5 years$16,083$17,498Best
Top 10 Weight41.8%27.9%Best
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionOct 20, 2011Sep 20, 2010

Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 15, 2026 (14.9 years).

SCHD vs VONV 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 VONV Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard Russell 1000 Value ETF (VONV) is an ETF from Vanguard (US). Over the past year SCHD returned +30.18% while VONV returned +27.76%. Year to date, SCHD is up 25.84% versus a gain of 20.79% for VONV.

Over three years, SCHD compounded at +16.08% per year against +19.55% for VONV; over five years the annualized figures are +9.97% and +11.84% respectively. Across the full 15-year window we track, SCHD has the edge at +11.40% annualized vs +10.90%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VONV has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -38.2% for VONV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SCHD charges 0.06% per year while VONV charges 0.06%. On a $10,000 position that is $6 vs $6 annually. On income, SCHD currently yields 3.00% against 1.53% for VONV.

Holdings Overlap

SCHD already in VONV90.7%
VONV already in SCHD11.3%

90.7% of SCHD's money is in holdings VONV also owns. 11.3% of VONV's money is in holdings SCHD also owns.

Most of SCHD is already inside VONV. Owning both mostly buys the same companies twice.

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

59 positions in common, counted across the 100 positions we hold weights for in SCHD and 870 in VONV, against full books of 103 and 876.

What only one of them owns

Our book lists 745 positions for VONV that do not appear in our book for SCHD (87.9% of the fund), and 40 for SCHD that do not appear in VONV (9.2%).

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

StockWeight in SCHDWeight in VONVDifference
MRKMerck & Company Inc4.77%0.90%3.87%
ABTAbbott Laboratories4.69%0.44%4.25%
KOCoca Cola Co.4.17%0.79%3.38%
CVXChevron Corp4.02%0.87%3.15%
UNHUnitedhealth Group Incorporated3.82%1.06%2.76%
AMGNAmgen Inc.4.70%0.16%4.54%
PGProcter & Gamble Company3.83%0.97%2.86%
VZVerizon Communic3.97%0.50%3.47%
COPConocophillips Common Stock USD 0.013.94%0.36%3.58%
HDHome Depot Inc/The3.88%0.26%3.62%

90.7% of SCHD is already inside VONV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SCHDVONV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VONV?

SCHD has an expense ratio of 0.06% while VONV charges 0.06%. At the precision these are quoted to, they cost the same.

Which performed better, SCHD or VONV?

Over the past year SCHD returned +30.18% vs +27.76% for VONV, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.40% vs +10.90% for VONV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or VONV?

VONV has been the more volatile fund at 14.1% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VONV -38.2%.

Should I hold both SCHD and VONV?

SCHD and VONV have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between SCHD and VONV?

90.7% of SCHD's money is in holdings VONV also owns. 11.3% of VONV's is in holdings SCHD also owns. They hold 59 positions in common, counted across the 100 positions we hold weights for in SCHD and 870 in VONV.

Which pays a higher dividend, SCHD or VONV?

SCHD yields 3.00% while VONV yields 1.53%, so SCHD currently pays the higher dividend yield.

Is VONV better than SCHD?

SCHD led over 1Y and the full window, VONV over 3Y and 5Y. The two have moved almost in lockstep, correlation 0.94. VONV is less concentrated, with 27.9% 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.