VIG vs SCHD — ETF Comparison
Vanguard Dividend Appreciation ETF (VIG) and Schwab U.S. Dividend Equity ETF (SCHD) differ in expense ratio (0.04% vs 0.06%) and AUM ($121.50B vs $83.69B). Here's how they compare across all key metrics.
Quick Verdict
SCHD wins on 6 out of 10 metrics. VIG has a lower expense ratio (0.04%). SCHD has higher AUM ($83.69B).
Basic Information
Metric
VIG
SCHD
Fund Name
Vanguard Dividend Appreciation ETF
Schwab U.S. Dividend Equity ETF
Issuer
Vanguard
Schwab
Inception Date
Apr 21, 2006
Oct 20, 2011
Expense Ratio
0.04%
0.06%
AUM
$121.50B
$83.69B
Holdings Count
338
101
Current Price
$217.35
$30.79
Today's Change
-0.34%
-0.11%
Dividend Yield
1.60%
3.38%
Performance Comparison
Period
VIG
SCHD
1M
-3.72%
-1.66%
3M
-1.67%
+11.02%
6M
+1.15%
+12.73%
YTD
-1.14%
+11.14%
1Y
+12.95%
+11.51%
3Y
+47.31%
+30.28%
5Y
+49.91%
+27.30%
Price Performance Chart
Top Holdings
VIG Holdings
AVGOBroadcom Inc
6.27%AAPLApple Inc
3.90%MSFTMicrosoft Corp
3.86%LLYEli Lilly & Co
3.72%JPMJPMorgan Chase & Co
3.65%XOMExxon Mobil Corp
2.72%JNJJohnson & Johnson
2.48%WMTWalmart Inc
2.36%VVisa Inc
2.29%MAMastercard Inc
2.01%SCHD Holdings
LMTLOCKHEED MARTIN CORP
4.88%COPCONOCOPHILLIPS
4.58%CVXCHEVRON CORP
4.55%VZVERIZON COMMUNICATIONS INC
4.48%BMYBRISTOL MYERS SQUIBB
4.23%MRKMERCK & CO INC
4.08%MOALTRIA GROUP INC
4.08%KOCOCA-COLA
3.94%AMGNAMGEN INC
3.93%TXNTEXAS INSTRUMENT INC
3.91%Sector Allocation
VIG Sectors
Technology25.89%
Financial Services21.07%
Healthcare16.34%
Industrials11.81%
Consumer Defensive9.89%
Consumer Cyclical5.11%
Energy3.16%
Basic Materials3.12%
Utilities2.62%
Communication Services0.50%
Cash & Others0.50%
SCHD Sectors
Energy21.20%
Consumer Defensive18.88%
Healthcare16.03%
Industrials11.38%
Consumer Cyclical9.55%
Technology9.08%
Financial Services8.02%
Communication Services4.58%
Basic Materials1.23%
Utilities0.04%
Cash & Others0.01%