VIG vs SCHD

Both VIG and SCHD are ETFs. VIG has a higher 5-year return than SCHD (8.34% vs 7.36%). VIG and SCHD have the same expense ratio (0.06%). Below is the comparison between VIG and SCHD.

SCHD VIG
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Total Market
Issuer Charles Schwab Vanguard
Net Assets $10.48B $39.98B
Expense Ratio 0.06% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.58% 1.85%
Underlying Index Dow Jones U.S. Dividend 100 Index NASDAQ US Dividend Achievers Select Index
YTD Return -13.55% -10.63%
1-Year Return -1.62% 1.84%
3-Year Return 6.65% 8.68%
5-Year Return 7.36% 8.34%
10-Year Return N/A 10.97%

VIG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The Fund attempts to replicate the Nasdaq US Dividend Achievers Select Index by investing its assets in the stocks that make up the Index.

VIG performance & returns

YTD Return -10.63%
1-Month Return 0.31%
3-Month Return -14.76%
1-Year Return 1.84%
3-Year Return 8.68%
5-Year Return 8.34%
10-Year Return 10.97%
VIG expense ratio is 0.06%.

VIG holdings

Top 10 Holdings (37.43% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.85%
Walmart Inc WMT 4.77%
Procter & Gamble Co PG 4.64%
Visa Inc Class A V 4.42%
Johnson & Johnson JNJ 3.99%
Comcast Corp Class A CMCSA 3.2%
Abbott Laboratories ABT 2.86%
McDonald's Corp MCD 2.61%
Costco Wholesale Corp COST 2.59%
Medtronic PLC MDT 2.5%

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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 -13.55%
1-Month Return 2.82%
3-Month Return -14.91%
1-Year Return -1.62%
3-Year Return 6.65%
5-Year Return 7.36%
10-Year Return N/A
SCHD expense ratio is 0.06%.

SCHD holdings

Top 10 Holdings (44.91% of Total Assets)

Name Symbol % Assets
The Home Depot Inc HD 5.16%
Exxon Mobil Corp XOM 4.93%
Intel Corp INTC 4.89%
Bristol-Myers Squibb Company BMY 4.77%
Pfizer Inc PFE 4.34%
PepsiCo Inc PEP 4.27%
Verizon Communications Inc VZ 4.25%
Coca-Cola Co KO 4.24%
Procter & Gamble Co PG 4.03%
International Business Machines Corp IBM 4.03%

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