SCHD vs VUSE
SCHD vs VUSE
Schwab US Dividend Equity ETF vs Vident US Equity Strategy ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. VUSE offers more diversification with 127 holdings.
Side-by-Side Comparison
| Metric | SCHD | VUSE | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.50% | |
| AUM | $103.7B | $667M | |
| Dividend Yield | 3.31% | 0.45% | |
| Holdings | 104 | 128 | |
| YTD Return | +24.26% | +11.64% | |
| 1Y Return | +31.38% | +16.73% | |
| 3Y Return (annualized) | +15.08% | +15.92% | |
| 5Y Return (annualized) | +9.72% | +12.15% | |
| Volatility (annualized) | 13.6% | 17.3% | |
| Max Drawdown | -33.4% | -45.5% | |
| Fund Family | Charles Schwab Asset Management | Vident Financial | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Jan 22, 2014 |
SCHD vs VUSE Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Vident US Equity Strategy ETF (VUSE) is a ETF from Vident Financial. Over the past year SCHD returned +31.38% while VUSE returned +16.73%. Year to date, SCHD is up 24.26% versus a gain of 11.64% for VUSE.
Over three years, SCHD compounded at +15.08% per year against +15.92% for VUSE; over five years the annualized figures are +9.72% and +12.15% respectively. Across the full 13-year window we track, SCHD has the edge at +11.39% annualized vs +9.43%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VUSE has been the more volatile fund, with annualized monthly volatility of 17.3% 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 -45.5% for VUSE. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHD charges 0.06% per year while VUSE charges 0.50%. On a $10,000 position that is $6 vs $50 annually, a gap of $44 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.45% for VUSE.
Holdings Overlap
SCHD and VUSE share 6 holdings out of 221 unique holdings combined, representing a 3.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in VUSE | Difference |
|---|---|---|---|
| HD | 4.16% | 1.44% | 2.72% |
| MO | 3.15% | 0.88% | 2.27% |
| BMY | 3.22% | 0.80% | 2.42% |
| FAST | Pro | Pro | Pro |
| FHI | Pro | Pro | Pro |
| ERIE | Pro | Pro | Pro |
See all 6 holdings SCHD shares with VUSE Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SCHD or VUSE?
SCHD has an expense ratio of 0.06% while VUSE charges 0.50%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, SCHD or VUSE?
Over the past year SCHD returned +31.38% vs +16.73% for VUSE, so SCHD leads on 1-year performance. Over the longest common window we track (13 years), SCHD annualized +11.39% vs +9.43% for VUSE. Past performance does not guarantee future results.
Which is riskier, SCHD or VUSE?
VUSE has been the more volatile fund at 17.3% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs VUSE -45.5%.
Should I hold both SCHD and VUSE?
SCHD and VUSE have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and VUSE?
SCHD and VUSE share 6 common holdings with a 3.8% weight overlap. Combined, they hold 221 unique securities.
Which pays a higher dividend, SCHD or VUSE?
SCHD yields 3.31% while VUSE yields 0.45%, so SCHD currently pays the higher dividend yield.
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