SCHD vs VUSI

SCHD vs VUSI
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Quick Verdict

SCHD has a lower expense ratio. VUSI offers more diversification with 347 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: VUSI

Side-by-Side Comparison

MetricSCHDVUSIWinner
Expense Ratio0.06%0.25%
AUM$108.7B$135M
Dividend Yield3.13%0.50%
Holdings104347
YTD Return+28.48%+0.21%
1Y Return+30.95%-
3Y Return (annualized)+16.80%-
5Y Return (annualized)+10.27%-
Volatility (annualized)13.7%-
Max Drawdown-33.4%-0.9%
Fund FamilyCharles Schwab Asset ManagementVoya Investment Management
CategoryEquityFixed Income
InceptionOct 20, 2011Nov 18, 2025

SCHD vs VUSI Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Voya Ultra Short Income ETF (VUSI) is a ETF from Voya Investment Management. Year to date, SCHD is up 28.48% versus a gain of 0.21% for VUSI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -33.4% for SCHD and -0.9% for VUSI. 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 VUSI 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 0.50% for VUSI.

Holdings Overlap

0.0%overlap

SCHD and VUSI share 0 holdings out of 296 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 VUSI?

SCHD has an expense ratio of 0.06% while VUSI 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 VUSI?

SCHD and VUSI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 296 unique securities.

Which pays a higher dividend, SCHD or VUSI?

SCHD yields 3.13% while VUSI yields 0.50%, so SCHD currently pays the higher dividend yield.

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