SCHD vs VOXP

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. VOXP offers more diversification with 499 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: VOXP

Side-by-Side Comparison

MetricSCHDVOXPWinner
Expense Ratio0.06%0.30%
AUM$103.7B$6M
Dividend Yield3.31%0.78%
Holdings104502
YTD Return+25.62%+18.42%
1Y Return+32.62%-
3Y Return (annualized)+15.58%-
5Y Return (annualized)+9.63%-
Volatility (annualized)13.6%-
Max Drawdown-33.4%-4.4%
Fund FamilyCharles Schwab Asset ManagementReverb ETF
CategoryEquityEquity
InceptionOct 20, 2011Nov 3, 2022

SCHD vs VOXP Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Vox Populi ETF (VOXP) is a ETF from Reverb ETF. Year to date, SCHD is up 25.62% versus a gain of 18.42% for VOXP.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -4.4% for VOXP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 3.31% against 0.78% for VOXP.

Holdings Overlap

7.2%overlap

SCHD and VOXP share 44 holdings out of 555 unique holdings combined, representing a 7.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in VOXPDifference
MRK4.32%0.48%3.84%
ABT4.49%0.28%4.21%
UNH4.54%0.20%4.34%
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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. On a $10,000 investment, that is $24 per year of difference.

What is the holdings overlap between SCHD and VOXP?

SCHD and VOXP share 44 common holdings with a 7.2% weight overlap. Combined, they hold 555 unique securities.

Which pays a higher dividend, SCHD or VOXP?

SCHD yields 3.31% while VOXP yields 0.78%, so SCHD currently pays the higher dividend yield.

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