SCHD vs VIG
Comparison between SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF) and VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF).
5-Year PerformanceVIG has outperformed SCHD, delivering a return of +10.4% compared to +8.3%
SCHD vs VIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHD
$91B
Winner
VIG
$125B
Expense Ratio
SCHD
0.06%
Winner
VIG
0.04%
Max Drawdown
Winner
SCHD
33.37%
VIG
48.20%
Sharpe Ratio
Winner
SCHD
1.95
VIG
1.38
5Y Beta
Winner
SCHD
0.54
VIG
0.73
P/E Ratio
Winner
SCHD
18.51
VIG
25.95
Forward P/E
Winner
SCHD
14.94
VIG
20.91
PEG Ratio
SCHD
0.96
VIG
N/A
5Y Dividends CAGR
SCHD
9.11%
Winner
VIG
13.46%
5Y EPS CAGR
SCHD
7.28%
Winner
VIG
13.78%
Debt to Equity
SCHD
55.15%
Winner
VIG
37.89%
P/S Ratio
Winner
SCHD
1.87
VIG
2.84
P/B Ratio
Winner
SCHD
3.86
VIG
5.23
SCHD vs VIG - Holdings Comparison
SCHD and VIG have 34 common holdings. Overlap is 14.17%
SCHD's top 25 holdings weight is 80.48%. VIG's top 25 holdings weight is 54.03%.
| Rank | SCHD | VIG |
|---|---|---|
| #1 | QUALCOMM INC (QCOM) - 6.64% | BROADCOM INC (AVGO) - 5.16% |
| #2 | TEXAS INSTRUMENTS INC (TXN) - 6.24% | APPLE INC (AAPL) - 4.05% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 5.02% | MICROSOFT CORP (MSFT) - 3.95% |
| #4 | COCA-COLA CO (KO) - 4.01% | JPMORGAN CHASE & CO (JPM) - 3.57% |
| #5 | MERCK & CO INC (MRK) - 3.87% | ELI LILLY AND CO (LLY) - 3.32% |
| #6 | CHEVRON CORP (CVX) - 3.86% | EXXON MOBIL CORP (XOM) - 2.89% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 3.68% | WALMART INC (WMT) - 2.59% |
| #8 | CONOCOPHILLIPS (COP) - 3.57% | JOHNSON & JOHNSON (JNJ) - 2.48% |
| #9 | PROCTER & GAMBLE CO (PG) - 3.51% | VISA INC CLASS A (V) - 2.32% |
| #10 | PEPSICO INC (PEP) - 3.46% | COSTCO WHOLESALE CORP (COST) - 2.02% |
| #11 | AMGEN INC (AMGN) - 3.44% | CATERPILLAR INC (CAT) - 1.86% |
| #12 | THE HOME DEPOT INC (HD) - 3.27% | MASTERCARD INC CLASS A (MA) - 1.84% |
| #13 | ALTRIA GROUP INC (MO) - 3.04% | ABBVIE INC (ABBV) - 1.67% |
| #14 | ABBOTT LABORATORIES (ABT) - 2.98% | CISCO SYSTEMS INC (CSCO) - 1.62% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.96% | BANK OF AMERICA CORP (BAC) - 1.57% |
| #16 | ACCENTURE PLC CLASS A (ACN) - 2.73% | PROCTER & GAMBLE CO (PG) - 1.53% |
| #17 | LOCKHEED MARTIN CORP (LMT) - 2.70% | UNITEDHEALTH GROUP INC (UNH) - 1.50% |
| #18 | COMCAST CORP CLASS A (CMCSA) - 2.26% | THE HOME DEPOT INC (HD) - 1.47% |
| #19 | BLACKSTONE INC (BX) - 2.21% | LAM RESEARCH CORP (LRCX) - 1.44% |
| #20 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.20% | COCA-COLA CO (KO) - 1.37% |
| #21 | SLB LTD (SLB) - 2.17% | ORACLE CORP (ORCL) - 1.23% |
| #22 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.89% | MERCK & CO INC (MRK) - 1.21% |
| #23 | EOG RESOURCES INC (EOG) - 1.85% | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% |
| #24 | FORD MOTOR CO (F) - 1.50% | TEXAS INSTRUMENTS INC (TXN) - 1.14% |
| #25 | ONEOK INC (OKE) - 1.42% | LINDE PLC (LIN) - 1.05% |
| Total Holdings | 103 | 342 |
SCHD vs VIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHD
+1.92%
VIG
+1.92%
3M
SCHD
+4.20%
Winner
VIG
+4.81%
6M
Winner
SCHD
+18.73%
VIG
+6.11%
1Y
Winner
SCHD
+27.89%
VIG
+18.98%
5Y(CAGR)
SCHD
+8.32%
Winner
VIG
+10.40%
10Y(CAGR)
SCHD
+12.70%
Winner
VIG
+13.09%
Max(CAGR)
Winner
SCHD
+13.21%
VIG
+10.11%
SCHD vs VIG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SCHD | VIG |
|---|---|---|
| 2026 | +17.46% | +6.17% |
| 2025 | +4.56% | +14.71% |
| 2024 | +10.86% | +17.22% |
| 2023 | +4.71% | +14.55% |
| 2022 | -3.21% | -9.52% |
| 2021 | +31.74% | +25.45% |
| 2020 | +14.78% | +14.77% |
| 2019 | +27.28% | +30.46% |
| 2018 | -5.85% | -2.42% |
| 2017 | +20.20% | +21.81% |
| 2016 | +17.78% | +13.49% |
| 2015 | -0.21% | -1.78% |
| 2014 | +12.79% | +11.06% |
| 2013 | +30.09% | +26.20% |
| 2012 | +10.39% | +10.41% |
| 2011 | +5.31% | +5.46% |
| 2010 | N/A | +13.31% |
| 2009 | N/A | +16.47% |
| 2008 | N/A | -25.49% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +8.59% |
SCHD vs VIG Drawdown Comparison
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The current SCHD drawdown is -1.61%. The current VIG drawdown is -1.37%.
| Rank | SCHD | VIG |
|---|---|---|
| #1 | -33.37% Jan 23, 2020 - Sep 2, 2020 | -46.80% Oct 9, 2007 - Feb 16, 2011 |
| #2 | -17.07% Sep 21, 2018 - Apr 4, 2019 | -31.72% Feb 14, 2020 - Aug 26, 2020 |
| #3 | -16.82% Jan 11, 2022 - Dec 27, 2023 | -20.40% Jan 4, 2022 - Dec 11, 2023 |
| #4 | -16.13% Nov 29, 2024 - Jan 8, 2026 | -17.27% Sep 21, 2018 - Apr 5, 2019 |
| #5 | -13.93% Mar 2, 2015 - Mar 11, 2016 | -16.95% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -12.37% Jan 26, 2018 - Sep 20, 2018 | -14.95% Feb 19, 2025 - Jun 30, 2025 |
| #7 | -8.68% Apr 23, 2019 - Jul 23, 2019 | -12.14% Mar 2, 2015 - Mar 29, 2016 |
| #8 | -7.63% Sep 2, 2020 - Oct 8, 2020 | -9.77% Jan 26, 2018 - Aug 17, 2018 |
| #9 | -7.10% Jul 26, 2019 - Sep 10, 2019 | -7.90% Feb 9, 2026 - May 5, 2026 |
| #10 | -6.88% Oct 12, 2020 - Nov 9, 2020 | -7.90% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -6.77% Oct 28, 2011 - Dec 6, 2011 | -7.60% Apr 2, 2012 - Aug 7, 2012 |
| #12 | -6.68% Dec 31, 2013 - Mar 25, 2014 | -7.20% Dec 31, 2013 - Mar 4, 2014 |
| #13 | -6.50% Sep 19, 2014 - Oct 31, 2014 | -6.53% Oct 12, 2020 - Nov 9, 2020 |
| #14 | -6.34% Apr 2, 2012 - Jul 3, 2012 | -6.26% Sep 2, 2020 - Oct 9, 2020 |
| #15 | -6.23% Oct 18, 2012 - Jan 4, 2013 | -5.99% Apr 29, 2011 - Jul 7, 2011 |
Correlation
Correlation between SCHD and VIG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
SCHD vs VIG dividend yield comparison.
| Year | SCHD | VIG |
|---|---|---|
| 2026 | 0.80% | 0.36% |
| 2025 | 3.82% | 1.62% |
| 2024 | 3.64% | 1.73% |
| 2023 | 3.49% | 1.88% |
| 2022 | 3.39% | 1.96% |
| 2021 | 2.78% | 1.55% |
| 2020 | 3.16% | 1.63% |
| 2019 | 2.98% | 1.71% |
| 2018 | 3.06% | 2.08% |
| 2017 | 2.63% | 1.88% |
| 2016 | 2.89% | 2.14% |
| 2015 | 2.97% | 2.34% |
| 2014 | 2.63% | 1.95% |
| 2013 | 2.47% | 1.84% |
| 2012 | 2.86% | 2.37% |
| 2011 | 0.47% | 2.14% |
| 2010 | 0.00% | 1.99% |
| 2009 | 0.00% | 2.09% |
| 2008 | 0.00% | 2.56% |
| 2007 | 0.00% | 1.56% |
| 2006 | 0.00% | 0.98% |
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