SCHD vs VOXP

SCHD vs VOXP

Which is better, SCHD or VOXP?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio. SCHD led over 1Y. VOXP is less concentrated, with 37.9% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDHigher Returns (1Y): SCHDLess Concentrated: VOXP

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

MetricSCHDVOXP
Expense Ratio0.06%Best0.30%
AUM$112.1B$8M
Dividend Yield3.00%0.76%
Holdings103509
YTD Return+21.99%Best+18.57%
1Y Return+25.92%-
3Y Return (annualized)+15.66%-
5Y Return (annualized)+9.48%-
Top 10 Weight41.8%37.9%Best
Fund FamilyCharles Schwab Asset ManagementReverb ETF
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Nov 3, 2022

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

SCHD vs VOXP 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 VOXP Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vox Populi ETF (VOXP) is an ETF from Reverb ETF. Year to date, SCHD is up 21.99% versus a gain of 18.57% for VOXP.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while VOXP 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 0.76% for VOXP.

Holdings Overlap

SCHD already in VOXP92.9%
VOXP already in SCHD7.0%

92.9% of SCHD's money is in holdings VOXP also owns. 7.0% of VOXP's money is in holdings SCHD also owns.

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

41 positions in common, counted across the 100 positions we hold weights for in SCHD and 507 in VOXP, against full books of 103 and 509.

What only one of them owns

Our book lists 415 positions for VOXP that do not appear in our book for SCHD (88.2% of the fund), and 58 for SCHD that do not appear in VOXP (7.0%).

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 VOXPDifference
MRKMerck & Company Inc4.77%0.50%4.27%
AMGNAmgen Inc.4.70%0.31%4.39%
ABTAbbott Laboratories4.69%0.26%4.43%
KOCoca Cola Co.4.17%0.53%3.64%
CVXChevron Corp4.02%0.56%3.46%
HDHome Depot Inc/The3.88%0.46%3.42%
PGProcter & Gamble Company3.83%0.46%3.37%
VZVerizon Communic3.97%0.30%3.67%
COPConocophillips Common Stock USD 0.013.94%0.22%3.72%
UNHUnitedhealth Group Incorporated3.82%0.28%3.54%

92.9% of SCHD is already inside VOXP.

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

SCHDVOXP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or VOXP?

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

What is the holdings overlap between SCHD and VOXP?

92.9% of SCHD's money is in holdings VOXP also owns. 7.0% of VOXP's is in holdings SCHD also owns. They hold 41 positions in common, counted across the 100 positions we hold weights for in SCHD and 507 in VOXP.

Which pays a higher dividend, SCHD or VOXP?

SCHD yields 3.00% while VOXP yields 0.76%, so SCHD currently pays the higher dividend yield.

Is VOXP better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y. VOXP is less concentrated, with 37.9% 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.