SCHD vs VTWV
Schwab US Dividend Equity ETF vs Vanguard Russell 2000 Value ETF
Which is better, SCHD or VTWV?
Large Cap Value against Small Cap Value.
SCHD led over 1Y, 5Y and the full window, VTWV over 3Y. VTWV is less concentrated, with 5.6% of the fund in its ten largest positions against 41.5%.
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 | VTWV |
|---|---|---|
| Expense Ratio | 0.06%Tie | 0.06%Tie |
| AUM | $112.2B | $1.3B |
| Dividend Yield | 3.13% | 1.60% |
| Holdings | 103 | 1,432 |
| YTD Return | +26.13%Best | +22.87% |
| 1Y Return | +30.01%Best | +29.20% |
| 3Y Return (annualized) | +16.09% | +18.97%Best |
| 5Y Return (annualized) | +9.95%Best | +8.86% |
| Volatility (annualized) | 13.6%Best | 19.1% |
| Max Drawdown | -33.4%Best | -47.3% |
| $10,000 over 5 years | $16,069Best | $15,288 |
| Top 10 Weight | 41.5% | 5.6%Best |
| Fund Family | Charles Schwab Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Small Cap Value |
| Inception | Oct 20, 2011 | Sep 20, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 8, 2026 (14.9 years).
SCHD vs VTWV 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 VTWV Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard Russell 2000 Value ETF (VTWV) is an ETF from Vanguard (US). Over the past year SCHD returned +30.01% while VTWV returned +29.20%. Year to date, SCHD is up 26.13% versus a gain of 22.87% for VTWV.
Over three years, SCHD compounded at +16.09% per year against +18.97% for VTWV; over five years the annualized figures are +9.95% and +8.86% respectively. Across the full 15-year window we track, SCHD has the edge at +11.43% annualized vs +9.97%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTWV has been the more volatile fund, with annualized monthly volatility of 19.1% 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 -47.3% for VTWV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while VTWV charges 0.06%. On a $10,000 position that is $6 vs $6 annually. On income, SCHD currently yields 3.13% against 1.60% for VTWV.
Holdings Overlap
1.3% of SCHD's money is in holdings VTWV also owns. 2.5% of VTWV's money is in holdings SCHD also owns.
VTWV and SCHD share little of their money.
29 positions in common, counted across the 100 positions we hold weights for in SCHD and 1,419 in VTWV, against full books of 103 and 1,432.
What only one of them owns
Our book lists 1,217 positions for VTWV that do not appear in our book for SCHD (93.8% of the fund), and 70 for SCHD that do not appear in VTWV (98.5%).
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
| Stock | Weight in SCHD | Weight in VTWV | Difference |
|---|---|---|---|
| MURMurphy Oil Corporation | 0.11% | 0.29% | 0.18% |
| KFYKorn Ferry | 0.11% | 0.23% | 0.12% |
| CVBFCvb Financial Corp | 0.09% | 0.25% | 0.16% |
| BANRBanner Corp | 0.06% | 0.14% | 0.08% |
| OFG:PROfg Bancorp Common Stock | 0.06% | 0.14% | 0.08% |
| NBHCNational Bank Holdings Corp | 0.05% | 0.12% | 0.07% |
| STBAS&T Bancorp Inc | 0.05% | 0.12% | 0.07% |
| AGMFederal Agricultural Mortgage Corp | 0.05% | 0.11% | 0.06% |
| GABCGerman American Bancorp Inc Common Stock | 0.05% | 0.11% | 0.06% |
| APAMArtisan Partners Asset Management, Inc. | 0.08% | 0.06% | 0.02% |
You are not choosing between two funds in isolation.
Whichever of SCHD and VTWV 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 VTWV?
SCHD has an expense ratio of 0.06% while VTWV charges 0.06%. At the precision these are quoted to, they cost the same.
Which performed better, SCHD or VTWV?
Over the past year SCHD returned +30.01% vs +29.20% for VTWV, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), SCHD annualized +11.43% vs +9.97% for VTWV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHD or VTWV?
VTWV has been the more volatile fund at 19.1% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VTWV -47.3%.
Should I hold both SCHD and VTWV?
SCHD and VTWV have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHD and VTWV?
2.5% of VTWV's money is in holdings SCHD also owns. 2.5% of VTWV's is in holdings SCHD also owns. They hold 29 positions in common, counted across the 100 positions we hold weights for in SCHD and 1,419 in VTWV.
Which pays a higher dividend, SCHD or VTWV?
SCHD yields 3.13% while VTWV yields 1.60%, so SCHD currently pays the higher dividend yield.
Is VTWV better than SCHD?
SCHD led over 1Y, 5Y and the full window, VTWV over 3Y. VTWV is less concentrated, with 5.6% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.