SCHD vs VUSG
Schwab US Dividend Equity ETF vs Vanguard Wellington US Growth Active ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | SCHD | VUSG | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.35% | |
| AUM | $112.2B | $32M | |
| Dividend Yield | 3.13% | 0.02% | |
| Holdings | 103 | 43 | |
| YTD Return | +27.60% | +6.13% | |
| 1Y Return | +29.63% | - | |
| 3Y Return (annualized) | +16.43% | - | |
| 5Y Return (annualized) | +10.05% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -15.1% | |
| Fund Family | Charles Schwab Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Nov 14, 2025 |
SCHD vs VUSG Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Vanguard Wellington US Growth Active ETF (VUSG) is a ETF from Vanguard (US). Year to date, SCHD is up 27.60% versus a gain of 6.13% for VUSG.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -15.1% for VUSG. 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 VUSG charges 0.35%. On a $10,000 position that is $6 vs $35 annually, a gap of $29 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.02% for VUSG.
Holdings Overlap
SCHD and VUSG share 0 holdings out of 143 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or VUSG?
SCHD has an expense ratio of 0.06% while VUSG charges 0.35%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
What is the holdings overlap between SCHD and VUSG?
SCHD and VUSG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 143 unique securities.
Which pays a higher dividend, SCHD or VUSG?
SCHD yields 3.13% while VUSG yields 0.02%, so SCHD currently pays the higher dividend yield.
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