SCHD vs VUSV
Schwab US Dividend Equity ETF vs Vanguard Wellington US Value Active ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SCHD | VUSV | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.30% | |
| AUM | $103.7B | $74M | |
| Dividend Yield | 3.31% | 0.18% | |
| Holdings | 104 | 90 | |
| YTD Return | +24.26% | +14.71% | |
| 1Y Return | +31.38% | - | |
| 3Y Return (annualized) | +15.08% | - | |
| 5Y Return (annualized) | +9.72% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -7.1% | |
| Fund Family | Charles Schwab Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Nov 14, 2025 |
SCHD vs VUSV Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Vanguard Wellington US Value Active ETF (VUSV) is a ETF from Vanguard (US). Year to date, SCHD is up 24.26% versus a gain of 14.71% for VUSV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -7.1% for VUSV. 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 VUSV charges 0.30%. On a $10,000 position that is $6 vs $30 annually, a gap of $24 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.18% for VUSV.
Holdings Overlap
SCHD and VUSV share 6 holdings out of 182 unique holdings combined, representing a 8.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or VUSV?
SCHD has an expense ratio of 0.06% while VUSV charges 0.30%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
What is the holdings overlap between SCHD and VUSV?
SCHD and VUSV share 6 common holdings with a 8.0% weight overlap. Combined, they hold 182 unique securities.
Which pays a higher dividend, SCHD or VUSV?
SCHD yields 3.31% while VUSV yields 0.18%, so SCHD currently pays the higher dividend yield.
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