SCHD vs VUSV
Schwab US Dividend Equity ETF vs Vanguard Wellington US Value Active ETF
Which is better, SCHD or VUSV?
SCHD costs less.
SCHD has a lower expense ratio. VUSV is less concentrated, with 27.6% of the fund in its ten largest positions against 41.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SCHD | VUSV |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.30% |
| AUM | $112.1B | $82M |
| Dividend Yield | 3.00% | 0.17% |
| Holdings | 103 | 80 |
| YTD Return | +23.68%Best | +10.97% |
| 1Y Return | +28.36% | - |
| 3Y Return (annualized) | +16.20% | - |
| 5Y Return (annualized) | +10.07% | - |
| Top 10 Weight | 41.8% | 27.6%Best |
| Fund Family | Charles Schwab Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 20, 2011 | Nov 14, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SCHD vs VUSV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs VUSV Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Vanguard Wellington US Value Active ETF (VUSV) is an ETF from Vanguard (US). Year to date, SCHD is up 23.68% versus a gain of 10.97% for VUSV.
Past performance does not guarantee future results.
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 3.00% against 0.17% for VUSV.
Holdings Overlap
14.7% of SCHD's money is in holdings VUSV also owns. 7.0% of VUSV's money is in holdings SCHD also owns.
SCHD and VUSV share little of their money.
4 positions in common, counted across the 100 positions we hold weights for in SCHD and 83 in VUSV, against full books of 103 and 80.
What only one of them owns
Our book lists 70 positions for VUSV that do not appear in our book for SCHD (82.7% of the fund), and 95 for SCHD that do not appear in VUSV (85.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of SCHD and VUSV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $24 a year on a $10,000 investment.
What is the holdings overlap between SCHD and VUSV?
14.7% of SCHD's money is in holdings VUSV also owns. 7.0% of VUSV's is in holdings SCHD also owns. They hold 4 positions in common, counted across the 100 positions we hold weights for in SCHD and 83 in VUSV.
Which pays a higher dividend, SCHD or VUSV?
SCHD yields 3.00% while VUSV yields 0.17%, so SCHD currently pays the higher dividend yield.
Is VUSV better than SCHD?
SCHD has a lower expense ratio. VUSV is less concentrated, with 27.6% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.