SCHD vs VTV

Both SCHD and VTV are ETFs. SCHD has a higher 5-year return than VTV (13.6% vs 9.93%). SCHD has a higher expense ratio than VTV (0.06% vs 0.04%). Below is the comparison between SCHD and VTV.

SCHD VTV
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Large Cap Value
Issuer Charles Schwab Vanguard
Net Assets $10.48B $44.94B
Expense Ratio 0.06% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.58% 3.07%
Underlying Index Dow Jones U.S. Dividend 100 Index CRSP US Large Cap Value Index
YTD Return 13.19% -0.13%
1-Year Return 15.28% 2.19%
3-Year Return 12.42% 7.51%
5-Year Return 13.60% 9.93%
10-Year Return N/A 11.74%

SCHD description

The Fund seeks to track the total return of the Dow Jones U.S. Dividend 100 Index. The Index is designed to measure the stock performance of high dividend yielding U.S. companies with a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios.

SCHD performance & returns

YTD Return 13.19%
1-Month Return 12.63%
3-Month Return 12.12%
1-Year Return 15.28%
3-Year Return 12.42%
5-Year Return 13.60%
10-Year Return N/A
SCHD expense ratio is 0.06%.

SCHD holdings

Top 10 Holdings (40.08% of Total Assets)

Name Symbol % Assets
Qualcomm Inc QCOM 4.38%
BlackRock Inc BLK 4.33%
Texas Instruments Inc TXN 4.19%
United Parcel Service Inc Class B UPS 3.98%
Pfizer Inc PFE 3.97%
PepsiCo Inc PEP 3.93%
3M Co MMM 3.90%
Coca-Cola Co KO 3.87%
Verizon Communications Inc VZ 3.84%
International Business Machines Corp IBM 3.69%

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VTV description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VTV performance & returns

YTD Return -0.13%
1-Month Return 11.62%
3-Month Return 9.33%
1-Year Return 2.19%
3-Year Return 7.51%
5-Year Return 9.93%
10-Year Return 11.74%
VTV expense ratio is 0.04%.

VTV holdings

Top 10 Holdings (22.17% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.16%
Johnson & Johnson JNJ 2.94%
Procter & Gamble Co PG 2.78%
JPMorgan Chase & Co JPM 2.44%
UnitedHealth Group Inc UNH 2.36%
Verizon Communications Inc VZ 1.92%
The Walt Disney Co DIS 1.79%
Pfizer Inc PFE 1.61%
Walmart Inc WMT 1.60%
Comcast Corp Class A CMCSA 1.57%

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