VIG vs SCHD

Both VIG and SCHD are ETFs. VIG has a higher 5-year return than SCHD (10.97% vs 9.61%). 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 $9.59B $36.75B
Expense Ratio 0.06% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.86% 1.75%
Underlying Index Dow Jones U.S. Dividend 100 Index NASDAQ US Dividend Achievers Select Index
YTD Return 15.05% 21.97%
1-Year Return 4.09% 10.38%
3-Year Return 10.98% 13.88%
5-Year Return 9.61% 10.97%
10-Year Return N/A 12.96%

VIG description

The Fund seeks to track the performance of the Dividend Achievers Select Index that measures the investment return of common stocks of companies that have a record of increasing dividends over time.

VIG returns

YTD Return 21.97%
1-Month Return 0.59%
3-Month Return 9.65%
1-Year Return 10.38%
3-Year Return 13.88%
5-Year Return 10.97%
10-Year Return 12.96%
VIG expense ratio is 0.06%.

VIG holdings

Top 10 Holdings (34.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.47%
Visa Inc Class A V 4.38%
Walmart Inc WMT 4.17%
Procter & Gamble Co PG 4.16%
Johnson & Johnson JNJ 3.81%
Comcast Corp Class A CMCSA 3.54%
McDonald's Corp MCD 2.95%
Abbott Laboratories ABT 2.74%
Medtronic PLC MDT 2.42%
Union Pacific Corp UNP 2.27%

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 returns

YTD Return 15.05%
1-Month Return -1.30%
3-Month Return 7.65%
1-Year Return 4.09%
3-Year Return 10.98%
5-Year Return 9.61%
10-Year Return N/A
SCHD expense ratio is 0.06%.

SCHD holdings

Top 10 Holdings (43.85% of Total Assets)

Name Symbol % Assets
Intel Corp INTC 4.79%
Procter & Gamble Co PG 4.71%
The Home Depot Inc HD 4.69%
International Business Machines Corp IBM 4.48%
Coca-Cola Co KO 4.46%
Exxon Mobil Corp XOM 4.37%
Verizon Communications Inc VZ 4.23%
PepsiCo Inc PEP 4.2%
Texas Instruments Inc TXN 4.06%
Pfizer Inc PFE 3.86%
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