Compare/SCHD vs VIG

SCHD vs VIG — ETF Comparison

Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Dividend Appreciation ETF (VIG) differ in expense ratio (0.06% vs 0.04%) and AUM ($111.53B vs $130.90B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

SCHD wins on 6 out of 10 metrics. VIG has a lower expense ratio (0.04%). VIG has higher AUM ($130.90B).

Basic Information

Metric
SCHD
VIG
Fund Name
Schwab U.S. Dividend Equity ETF
Vanguard Dividend Appreciation ETF
Issuer
Schwab
Vanguard
Inception Date
Oct 20, 2011
Apr 21, 2006
Expense Ratio
0.06%
0.04%
AUM
$111.53B
$130.90B
Holdings Count
103
338
Current Price
$35.13
$244.06
Today's Change
+0.88%
+0.76%
Dividend Yield
3.38%
1.60%

Performance Comparison

Period
SCHD
VIG
1M
+5.03%
+1.68%
3M
+7.47%
+4.57%
6M
+11.42%
+7.15%
YTD
+26.61%
+10.57%
1Y
+26.43%
+16.24%
3Y
+43.62%
+51.60%
5Y
+35.93%
+50.32%

Top Holdings

SCHD Holdings
MRKMERCK & CO INC
4.88%
ABTABBOTT LABORATORIES
4.83%
AMGNAMGEN INC
4.81%
KOCOCA-COLA
4.22%
HDHOME DEPOT
4.05%
CVXCHEVRON
3.99%
VZVERIZON COMMUNICATIONS INC
3.89%
COPCONOCOPHILLIPS
3.86%
UNHUNITEDHEALTH GROUP INC
3.79%
PGPROCTER & GAMBLE
3.79%
VIG Holdings
AVGOBroadcom Inc
4.63%
AAPLApple Inc
4.45%
MSFTMicrosoft Corp
4.34%
JPMJPMorgan Chase & Co
4.08%
LLYEli Lilly & Co
3.93%
XOMExxonMobil Holdings Corp
2.79%
JNJJohnson & Johnson
2.67%
VVisa Inc
2.45%
WMTWalmart Inc
2.11%
MAMastercard Inc
2.00%

Sector Allocation

SCHD Sectors
Healthcare21.16%
Consumer Defensive19.89%
Energy14.97%
Technology12.71%
Financial Services9.97%
Industrials7.76%
Consumer Cyclical7.35%
Communication Services6.10%
Utilities0.10%
VIG Sectors
Technology25.89%
Financial Services21.77%
Healthcare17.79%
Industrials11.07%
Consumer Defensive9.17%
Consumer Cyclical4.34%
Basic Materials3.44%
Energy3.35%
Utilities2.87%
Cash & Others0.31%

Frequently Asked Questions

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