SCHD vs VTWG
Schwab US Dividend Equity ETF vs Vanguard Russell 2000 Growth ETF
Quick Verdict
VTWG delivered stronger 1-year returns. VTWG offers more diversification with 1110 holdings.
Side-by-Side Comparison
| Metric | SCHD | VTWG | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.06% | |
| AUM | $103.7B | $1.6B | |
| Dividend Yield | 3.31% | 0.57% | |
| Holdings | 104 | 1,125 | |
| YTD Return | +25.62% | +19.26% | |
| 1Y Return | +32.62% | +34.51% | |
| 3Y Return (annualized) | +15.58% | +18.22% | |
| 5Y Return (annualized) | +9.63% | +6.06% | |
| Volatility (annualized) | 13.6% | 20.0% | |
| Max Drawdown | -33.4% | -42.1% | |
| Fund Family | Charles Schwab Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Sep 20, 2010 |
SCHD vs VTWG Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Vanguard Russell 2000 Growth ETF (VTWG) is a ETF from Vanguard (US). Over the past year SCHD returned +32.62% while VTWG returned +34.51%. Year to date, SCHD is up 25.62% versus a gain of 19.26% for VTWG.
Over three years, SCHD compounded at +15.58% per year against +18.22% for VTWG; over five years the annualized figures are +9.63% and +6.06% respectively. Across the full 15-year window we track, VTWG has the edge at +11.53% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTWG has been the more volatile fund, with annualized monthly volatility of 20.0% 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 -42.1% for VTWG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while VTWG charges 0.06%. On a $10,000 position that is $6 vs $6 annually. On income, SCHD currently yields 3.31% against 0.57% for VTWG.
Holdings Overlap
SCHD and VTWG share 14 holdings out of 1196 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or VTWG?
SCHD has an expense ratio of 0.06% while VTWG charges 0.06%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, SCHD or VTWG?
Over the past year SCHD returned +32.62% vs +34.51% for VTWG, so VTWG leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.47% vs +11.53% for VTWG. Past performance does not guarantee future results.
Which is riskier, SCHD or VTWG?
VTWG has been the more volatile fund at 20.0% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VTWG -42.1%.
Should I hold both SCHD and VTWG?
SCHD and VTWG have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and VTWG?
SCHD and VTWG share 14 common holdings with a 1.6% weight overlap. Combined, they hold 1196 unique securities.
Which pays a higher dividend, SCHD or VTWG?
SCHD yields 3.31% while VTWG yields 0.57%, so SCHD currently pays the higher dividend yield.
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