SCHD vs VPFF
Schwab US Dividend Equity ETF vs Virtus InfraCap Preferred and Income Securities ETF
Which is better, SCHD or VPFF?
Large Cap Value against Preferred Stock.
SCHD has a lower expense ratio.
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 | VPFF |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.80% |
| AUM | $119.9B | $1M |
| Dividend Yield | 2.96% | 2.17% |
| Holdings | 204 | 198 |
| YTD Return | +33.09%Best | -6.21% |
| 1Y Return | +37.17% | - |
| 3Y Return (annualized) | +20.32% | - |
| 5Y Return (annualized) | +10.36% | - |
| Fund Family | Charles Schwab Asset Management | Virtus Investment Partners |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Value | Preferred Stock |
| Inception | Oct 20, 2011 | Jul 14, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
SCHD vs VPFF 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 VPFF Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Virtus InfraCap Preferred and Income Securities ETF (VPFF) is an ETF from Virtus Investment Partners. Year to date, SCHD is up 33.09% versus a loss of 6.21% for VPFF.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while VPFF charges 0.80%. On a $10,000 position that is $6 vs $80 annually, a gap of $74 per year that compounds over a long holding period. On income, SCHD currently yields 2.96% against 2.17% for VPFF.
Holdings Overlap
At least 0.6% of SCHD's money is in holdings VPFF also owns.
Stated as a floor: for VPFF, our book for it covers 90.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 98 positions we hold weights for in SCHD and 90 in VPFF, against full books of 204 and 198.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in VPFF | Difference |
|---|---|---|---|
| ARESAres Management Corp Preferred Stock 10/27 6.75 | 0.63% | 0.95% | 0.32% |
You are not choosing between two funds in isolation.
Whichever of SCHD and VPFF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or VPFF?
SCHD has an expense ratio of 0.06% while VPFF charges 0.80%. SCHD is the cheaper option, by $74 a year on a $10,000 investment.
Which pays a higher dividend, SCHD or VPFF?
SCHD yields 2.96% while VPFF yields 2.17%, so SCHD currently pays the higher dividend yield.
Is VPFF better than SCHD?
SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.