SCHD vs VUS
Schwab US Dividend Equity ETF vs Virtus US Dividend ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | SCHD | VUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.25% | |
| AUM | $112.2B | $18M | |
| Dividend Yield | 3.13% | 1.29% | |
| Holdings | 103 | 95 | |
| YTD Return | +27.89% | +20.06% | |
| 1Y Return | +29.93% | - | |
| 3Y Return (annualized) | +16.13% | - | |
| 5Y Return (annualized) | +10.00% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -9.4% | |
| Fund Family | Charles Schwab Asset Management | Virtus Investment Partners | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Dec 2, 2025 |
SCHD vs VUS Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Virtus US Dividend ETF (VUS) is a ETF from Virtus Investment Partners. Year to date, SCHD is up 27.89% versus a gain of 20.06% for VUS.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -9.4% for VUS. 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 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 3.13% against 1.29% for VUS.
Holdings Overlap
SCHD and VUS share 9 holdings out of 185 unique holdings combined, representing a 8.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $19 per year of difference.
What is the holdings overlap between SCHD and VUS?
SCHD and VUS share 9 common holdings with a 8.4% weight overlap. Combined, they hold 185 unique securities.
Which pays a higher dividend, SCHD or VUS?
SCHD yields 3.13% while VUS yields 1.29%, so SCHD currently pays the higher dividend yield.
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