SCHD vs VIG

Both SCHD and VIG are ETFs. SCHD has a lower 5-year return than VIG (11.78% vs 13.23%). SCHD and VIG have the same expense ratio (0.06%). Below is the comparison between SCHD and VIG.

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 4.34% 8.32%
1-Year Return 10.51% 14.12%
3-Year Return 10.03% 13.18%
5-Year Return 11.78% 13.23%
10-Year Return N/A 12.55%

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 4.34%
1-Month Return 9.66%
3-Month Return 9.64%
1-Year Return 10.51%
3-Year Return 10.03%
5-Year Return 11.78%
10-Year Return N/A
SCHD expense ratio is 0.06%.

SCHD holdings

Top 10 Holdings (40.63% of Total Assets)

Name Symbol % Assets
United Parcel Service Inc Class B UPS 4.37%
Qualcomm Inc QCOM 4.16%
PepsiCo Inc PEP 4.16%
BlackRock Inc BLK 4.06%
3M Co MMM 4.04%
Texas Instruments Inc TXN 4.04%
Verizon Communications Inc VZ 4.01%
Altria Group Inc MO 3.99%
International Business Machines Corp IBM 3.92%
Coca-Cola Co KO 3.88%

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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 8.32%
1-Month Return 6.58%
3-Month Return 8.36%
1-Year Return 14.12%
3-Year Return 13.18%
5-Year Return 13.23%
10-Year Return 12.55%
VIG expense ratio is 0.06%.

VIG holdings

Top 10 Holdings (35.30% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.59%
Walmart Inc WMT 4.36%
Procter & Gamble Co PG 4.06%
Johnson & Johnson JNJ 3.93%
Visa Inc Class A V 3.64%
The Home Depot Inc HD 3.63%
UnitedHealth Group Inc UNH 3.60%
The Walt Disney Co DIS 2.65%
Comcast Corp Class A CMCSA 2.44%
PepsiCo Inc PEP 2.40%

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