SCHD vs XVGL

SCHD vs XVGL

Which is better, SCHD or XVGL?

Large Cap Value against Option Writing.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricSCHDXVGL
Expense Ratio0.06%Best0.85%
AUM$111.6B$2M
Dividend Yield3.24%0.00%
Holdings2061
YTD Return+30.31%Best-5.77%
1Y Return+35.06%-
3Y Return (annualized)+19.45%-
5Y Return (annualized)+10.11%-
Fund FamilyCharles Schwab Asset ManagementFirst Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap ValueOption Writing
InceptionOct 20, 2011Sep 22, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SCHD vs XVGL 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 XVGL Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and FT Vest GOOG & Target Income ETF (XVGL) is an ETF from First Trust Portfolios (US). Year to date, SCHD is up 30.31% versus a loss of 5.77% for XVGL.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while XVGL charges 0.85%. On a $10,000 position that is $6 vs $85 annually, a gap of $79 per year that compounds over a long holding period. On income, SCHD currently yields 3.24% against 0.00% for XVGL.

Holdings Overlap

We hold position weights for 98 holdings in SCHD and 1 in XVGL, totalling 99.8% and 65.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 98 positions we hold weights for in SCHD and 1 in XVGL, against full books of 206 and 1.

You are not choosing between two funds in isolation.

Whichever of SCHD and XVGL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDXVGL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or XVGL?

SCHD has an expense ratio of 0.06% while XVGL charges 0.85%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.

Which pays a higher dividend, SCHD or XVGL?

SCHD yields 3.24% while XVGL yields 0.00%, so SCHD currently pays the higher dividend yield.

Is XVGL better than SCHD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.