VUG vs. SCHD

This is a comparison between VUG and SCHD. The table below summarizes the key parameters for these two funds across several dimensions: return, expense ratio, net assets, segment and tax-cost ratio.

SCHD VUG
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Large Cap Growth
Net Assets $7.50B $33.39B
Expense Ratio 0.07% 0.06%
Management Style passive (index-based) passive (index-based)
Underlying Index Dow Jones U.S. Dividend 100 Index CRSP US Large Cap Growth Index
YTD Return -2.38% 7.07%
1-Year Return 12.33% 19.32%
3-Year Return 11.99% 13.31%
5-Year Return 11.69% 15.37%
10-Year Return 0.00% 11.18%
1-Year Tax Cost Ratio 0.87% 0.29%
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 returns
YTD Return 7.07%
1-Month Return 1.15%
3-Month Return 5.88%
1-Year Return 19.32%
3-Year Return 13.31%
5-Year Return 15.37%
10-Year Return 11.18%
VUG expense ratio is 0.06%
VUG holdings

Top 10 Holdings (28.50% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.81%
Facebook Inc A FB 3.85%
Amazon.com Inc AMZN 3.73%
Alphabet Inc A GOOGL 2.76%
Alphabet Inc C GOOG 2.69%
The Home Depot Inc HD 1.83%
Visa Inc Class A V 1.83%
Comcast Corp Class A CMCSA 1.72%
Philip Morris International Inc PM 1.64%
Coca-Cola Co KO 1.64%
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 -2.38%
1-Month Return 0.70%
3-Month Return 1.36%
1-Year Return 12.33%
3-Year Return 11.99%
5-Year Return 11.69%
10-Year Return 0.00%
SCHD expense ratio is 0.07%
SCHD holdings

Top 10 Holdings (44.56% of Total Assets)

Name Symbol % Assets
Intel Corp INTC 5.38%
Microsoft Corp MSFT 4.79%
Johnson & Johnson JNJ 4.5%
Exxon Mobil Corp XOM 4.48%
The Home Depot Inc HD 4.46%
Pfizer Inc PFE 4.35%
Verizon Communications Inc VZ 4.31%
Coca-Cola Co KO 4.22%
DowDuPont Inc DWDP 4.1%
PepsiCo Inc PEP 3.97%
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