SCHD vs VUS
Schwab US Dividend Equity ETF vs Virtus US Dividend ETF
Which is better, SCHD or VUS?
SCHD has been ahead.
SCHD has a lower expense ratio. SCHD led over 1Y. VUS is less concentrated, with 31.5% of the fund in its ten largest positions against 41.8%.
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 | VUS |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.25% |
| AUM | $119.9B | $17M |
| Dividend Yield | 2.96% | 2.31% |
| Holdings | 204 | 178 |
| YTD Return | +32.38%Best | +16.74% |
| 1Y Return | +38.54%Best | +18.75% |
| 3Y Return (annualized) | +20.13% | - |
| 5Y Return (annualized) | +10.28% | - |
| Top 10 Weight | 41.8% | 31.5%Best |
| Fund Family | Charles Schwab Asset Management | Virtus Investment Partners |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 20, 2011 | Dec 2, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SCHD vs VUS 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 VUS Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Virtus US Dividend ETF (VUS) is an ETF from Virtus Investment Partners. Over the past year SCHD returned +38.54% while VUS returned +18.75%. Year to date, SCHD is up 32.38% versus a gain of 16.74% for VUS.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while VUS charges 0.25%. On a $10,000 position that is $6 vs $25 annually, a gap of $19 per year that compounds over a long holding period. On income, SCHD currently yields 2.96% against 2.31% for VUS.
Holdings Overlap
32.1% of SCHD's money is in holdings VUS also owns. 11.9% of VUS's money is in holdings SCHD also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 98 positions we hold weights for in SCHD and 86 in VUS, against full books of 204 and 178.
What only one of them owns
Our book lists 69 positions for VUS that do not appear in our book for SCHD (81.6% of the fund), and 87 for SCHD that do not appear in VUS (67.7%).
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 VUS | Difference |
|---|---|---|---|
| TXNTexas Instruments, Inc. | 4.53% | 1.62% | 2.91% |
| CVXChevron Corp | 4.32% | 1.73% | 2.59% |
| UNHUnitedhealth Group Incorporated | 4.07% | 1.48% | 2.59% |
| AMGNAmgen Inc. | 3.96% | 1.47% | 2.49% |
| MOAltria Group Inc | 3.05% | 1.23% | 1.82% |
| ACNAccenture Plc | 3.28% | 0.95% | 2.33% |
| BMYBristol-Myers Squibb Co. | 3.02% | 1.15% | 1.87% |
| VZVerizon Communic | 3.64% | 0.41% | 3.23% |
| TGTTARGET CORP | 1.76% | 1.24% | 0.52% |
| EWBCEast West Bancorp, Inc. | 0.43% | 0.67% | 0.24% |
32.1% of SCHD is already inside VUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or VUS?
SCHD has an expense ratio of 0.06% while VUS charges 0.25%. SCHD is the cheaper option, by $19 a year on a $10,000 investment.
Which performed better, SCHD or VUS?
Over the past year SCHD returned +38.54% vs +18.75% for VUS, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between SCHD and VUS?
32.1% of SCHD's money is in holdings VUS also owns. 11.9% of VUS's is in holdings SCHD also owns. They hold 10 positions in common, counted across the 98 positions we hold weights for in SCHD and 86 in VUS.
Which pays a higher dividend, SCHD or VUS?
SCHD yields 2.96% while VUS yields 2.31%, so SCHD currently pays the higher dividend yield.
Is VUS better than SCHD?
SCHD has a lower expense ratio. SCHD led over 1Y. VUS is less concentrated, with 31.5% 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.