SCHD vs VT
Comparison between SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF) and VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES (VT, ETF).
5-Year PerformanceVT has outperformed SCHD, delivering a return of +10.4% compared to +8.3%
SCHD vs VT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHD
$91B
VT
$90B
Expense Ratio
SCHD
0.06%
VT
0.06%
Max Drawdown
Winner
SCHD
33.37%
VT
50.59%
Sharpe Ratio
Winner
SCHD
1.95
VT
1.52
5Y Beta
Winner
SCHD
0.54
VT
0.90
P/E Ratio
Winner
SCHD
18.51
VT
25.49
Forward P/E
Winner
SCHD
14.94
VT
20.88
PEG Ratio
SCHD
0.96
Winner
VT
0.65
5Y Dividends CAGR
SCHD
9.11%
Winner
VT
13.57%
5Y EPS CAGR
SCHD
7.28%
VT
N/A
Debt to Equity
SCHD
55.15%
Winner
VT
34.71%
P/S Ratio
Winner
SCHD
1.87
VT
3.35
P/B Ratio
Winner
SCHD
3.86
VT
5.05
SCHD vs VT - Holdings Comparison
SCHD and VT have 34 common holdings. Overlap is 5.32%
SCHD's top 25 holdings weight is 80.48%. VT's top 25 holdings weight is 28.01%.
| Rank | SCHD | VT |
|---|---|---|
| #1 | QUALCOMM INC (QCOM) - 6.64% | APPLE INC (AAPL) - 4.10% |
| #2 | TEXAS INSTRUMENTS INC (TXN) - 6.24% | NVIDIA CORP (NVDA) - 3.59% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 5.02% | MICROSOFT CORP (MSFT) - 3.58% |
| #4 | COCA-COLA CO (KO) - 4.01% | AMAZON.COM INC (AMZN) - 2.35% |
| #5 | MERCK & CO INC (MRK) - 3.87% | META PLATFORMS INC CLASS A (META) - 1.47% |
| #6 | CHEVRON CORP (CVX) - 3.86% | ALPHABET INC CLASS A (GOOGL) - 1.28% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 3.68% | TESLA INC (TSLA) - 1.28% |
| #8 | CONOCOPHILLIPS (COP) - 3.57% | BROADCOM INC (AVGO) - 1.20% |
| #9 | PROCTER & GAMBLE CO (PG) - 3.51% | ALPHABET INC CLASS C (GOOG) - 1.05% |
| #10 | PEPSICO INC (PEP) - 3.46% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% |
| #11 | AMGEN INC (AMGN) - 3.44% | JPMORGAN CHASE & CO (JPM) - 0.77% |
| #12 | THE HOME DEPOT INC (HD) - 3.27% | ELI LILLY AND CO (LLY) - 0.71% |
| #13 | ALTRIA GROUP INC (MO) - 3.04% | VISA INC CLASS A (V) - 0.57% |
| #14 | ABBOTT LABORATORIES (ABT) - 2.98% | EXXON MOBIL CORP (XOM) - 0.55% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.96% | UNITEDHEALTH GROUP INC (UNH) - 0.53% |
| #16 | ACCENTURE PLC CLASS A (ACN) - 2.73% | MASTERCARD INC CLASS A (MA) - 0.49% |
| #17 | LOCKHEED MARTIN CORP (LMT) - 2.70% | COSTCO WHOLESALE CORP (COST) - 0.46% |
| #18 | COMCAST CORP CLASS A (CMCSA) - 2.26% | WALMART INC (WMT) - 0.45% |
| #19 | BLACKSTONE INC (BX) - 2.21% | PROCTER & GAMBLE CO (PG) - 0.45% |
| #20 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.20% | NETFLIX INC (NFLX) - 0.44% |
| #21 | SLB LTD (SLB) - 2.17% | THE HOME DEPOT INC (HD) - 0.44% |
| #22 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.89% | JOHNSON & JOHNSON (JNJ) - 0.40% |
| #23 | EOG RESOURCES INC (EOG) - 1.85% | ABBVIE INC (ABBV) - 0.36% |
| #24 | FORD MOTOR CO (F) - 1.50% | SALESFORCE INC (CRM) - 0.35% |
| #25 | ONEOK INC (OKE) - 1.42% | BANK OF AMERICA CORP (BAC) - 0.33% |
| Total Holdings | 103 | 314 |
SCHD vs VT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHD
+1.92%
VT
+1.03%
3M
SCHD
+4.20%
Winner
VT
+7.30%
6M
Winner
SCHD
+18.73%
VT
+9.69%
1Y
Winner
SCHD
+27.89%
VT
+25.79%
5Y(CAGR)
SCHD
+8.32%
Winner
VT
+10.38%
10Y(CAGR)
Winner
SCHD
+12.70%
VT
+12.37%
Max(CAGR)
Winner
SCHD
+13.21%
VT
+8.77%
SCHD vs VT - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SCHD | VT |
|---|---|---|
| 2026 | +17.46% | +8.41% |
| 2025 | +4.56% | +22.68% |
| 2024 | +10.86% | +17.49% |
| 2023 | +4.71% | +21.95% |
| 2022 | -3.21% | -18.48% |
| 2021 | +31.74% | +18.95% |
| 2020 | +14.78% | +15.44% |
| 2019 | +27.28% | +26.97% |
| 2018 | -5.85% | -10.54% |
| 2017 | +20.20% | +23.48% |
| 2016 | +17.78% | +10.37% |
| 2015 | -0.21% | -1.60% |
| 2014 | +12.79% | +5.23% |
| 2013 | +30.09% | +20.32% |
| 2012 | +10.39% | +14.96% |
| 2011 | +5.31% | -8.33% |
| 2010 | N/A | +10.49% |
| 2009 | N/A | +29.17% |
| 2008 | N/A | -33.05% |
SCHD vs VT Drawdown Comparison
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The maximum drawdown for VT was -50.28%, occurring on Mar 9, 2009. Recovery took 632 trading sessions.
The current SCHD drawdown is -1.61%. The current VT drawdown is -3.56%.
| Rank | SCHD | VT |
|---|---|---|
| #1 | -33.37% Jan 23, 2020 - Sep 2, 2020 | -50.28% Jun 26, 2008 - Dec 29, 2010 |
| #2 | -17.07% Sep 21, 2018 - Apr 4, 2019 | -34.23% Feb 12, 2020 - Aug 24, 2020 |
| #3 | -16.82% Jan 11, 2022 - Dec 27, 2023 | -26.39% Nov 8, 2021 - Jan 29, 2024 |
| #4 | -16.13% Nov 29, 2024 - Jan 8, 2026 | -23.83% Apr 29, 2011 - Jan 2, 2013 |
| #5 | -13.93% Mar 2, 2015 - Mar 11, 2016 | -19.97% Jan 26, 2018 - Oct 28, 2019 |
| #6 | -12.37% Jan 26, 2018 - Sep 20, 2018 | -19.79% May 21, 2015 - Dec 13, 2016 |
| #7 | -8.68% Apr 23, 2019 - Jul 23, 2019 | -16.51% Feb 18, 2025 - May 16, 2025 |
| #8 | -7.63% Sep 2, 2020 - Oct 8, 2020 | -9.67% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -7.10% Jul 26, 2019 - Sep 10, 2019 | -9.40% Jul 3, 2014 - Feb 20, 2015 |
| #10 | -6.88% Oct 12, 2020 - Nov 9, 2020 | -8.70% May 21, 2013 - Aug 2, 2013 |
| #11 | -6.77% Oct 28, 2011 - Dec 6, 2011 | -8.13% Jul 16, 2024 - Aug 23, 2024 |
| #12 | -6.68% Dec 31, 2013 - Mar 25, 2014 | -7.89% Feb 18, 2011 - Apr 4, 2011 |
| #13 | -6.50% Sep 19, 2014 - Oct 31, 2014 | -7.37% Sep 2, 2020 - Nov 5, 2020 |
| #14 | -6.34% Apr 2, 2012 - Jul 3, 2012 | -6.35% Dec 31, 2013 - Feb 24, 2014 |
| #15 | -6.23% Oct 18, 2012 - Jan 4, 2013 | -5.38% Sep 3, 2021 - Oct 28, 2021 |
Correlation
Correlation between SCHD and VT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2008 - 2026)
SCHD vs VT dividend yield comparison.
| Year | SCHD | VT |
|---|---|---|
| 2026 | 0.80% | 0.21% |
| 2025 | 3.82% | 1.82% |
| 2024 | 3.64% | 1.95% |
| 2023 | 3.49% | 2.08% |
| 2022 | 3.39% | 2.20% |
| 2021 | 2.78% | 1.82% |
| 2020 | 3.16% | 1.66% |
| 2019 | 2.98% | 2.32% |
| 2018 | 3.06% | 2.53% |
| 2017 | 2.63% | 2.11% |
| 2016 | 2.89% | 2.39% |
| 2015 | 2.97% | 2.45% |
| 2014 | 2.63% | 2.44% |
| 2013 | 2.47% | 2.06% |
| 2012 | 2.86% | 2.30% |
| 2011 | 0.47% | 2.36% |
| 2010 | 0.00% | 1.92% |
| 2009 | 0.00% | 1.54% |
| 2008 | 0.00% | 0.62% |
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