VUG vs SCHD

Both VUG and SCHD are ETFs. VUG has a higher 5-year return than SCHD (18.57% vs 13.6%). VUG has a lower expense ratio than SCHD (0.04% vs 0.06%). Below is the comparison between VUG and SCHD.

SCHD VUG
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Large Cap Growth
Issuer Charles Schwab Vanguard
Net Assets $10.48B $48.63B
Expense Ratio 0.06% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.58% 0.94%
Underlying Index Dow Jones U.S. Dividend 100 Index CRSP US Large Cap Growth Index
YTD Return 13.19% 34.48%
1-Year Return 15.28% 37.94%
3-Year Return 12.42% 21.73%
5-Year Return 13.60% 18.57%
10-Year Return N/A 16.71%

VUG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

VUG performance & returns

YTD Return 34.48%
1-Month Return 5.07%
3-Month Return 2.97%
1-Year Return 37.94%
3-Year Return 21.73%
5-Year Return 18.57%
10-Year Return 16.71%
VUG expense ratio is 0.04%.

VUG holdings

Top 10 Holdings (45.57% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.54%
Microsoft Corp MSFT 9.64%
Amazon.com Inc AMZN 8.13%
Facebook Inc A FB 3.98%
Alphabet Inc A GOOGL 3.05%
Alphabet Inc Class C GOOG 2.89%
Visa Inc Class A V 1.86%
NVIDIA Corp NVDA 1.85%
Tesla Inc TSLA 1.82%
The Home Depot Inc HD 1.81%

Other relevant VUG comparisons

You may also want to check out the following VUG comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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%

Other relevant SCHD comparisons

You may also want to check out the following SCHD comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. Start a free trial. Go ad free!

Follow Us