VT vs SCHD
Comparison between VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES (VT, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceVT has outperformed SCHD, delivering a return of +10.7% compared to +9.2%
VT vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VT
$97B
SCHD
$96B
Expense Ratio
VT
0.06%
SCHD
0.06%
Max Drawdown
VT
50.59%
Winner
SCHD
33.37%
Sharpe Ratio
VT
1.26
Winner
SCHD
1.81
5Y Beta
VT
0.90
Winner
SCHD
0.53
P/E Ratio
VT
24.93
Winner
SCHD
18.10
Forward P/E
VT
20.23
Winner
SCHD
15.07
PEG Ratio
Winner
VT
0.61
SCHD
0.93
5Y Dividends CAGR
Winner
VT
14.44%
SCHD
8.35%
5Y EPS CAGR
VT
N/A
SCHD
7.34%
Debt to Equity
Winner
VT
33.03%
SCHD
58.10%
P/S Ratio
VT
3.31
Winner
SCHD
1.81
P/B Ratio
VT
5.03
Winner
SCHD
3.76
VT vs SCHD - Holdings Comparison
VT and SCHD have 34 common holdings. Overlap is 5.32%
VT's top 25 holdings weight is 28.01%. SCHD's top 25 holdings weight is 78.68%.
| Rank | VT | SCHD |
|---|---|---|
| #1 | APPLE INC (AAPL) - 4.10% | UNITEDHEALTH GROUP INC (UNH) - 4.41% |
| #2 | NVIDIA CORP (NVDA) - 3.59% | THE HOME DEPOT INC (HD) - 4.34% |
| #3 | MICROSOFT CORP (MSFT) - 3.58% | MERCK & CO INC (MRK) - 4.28% |
| #4 | AMAZON.COM INC (AMZN) - 2.35% | AMGEN INC (AMGN) - 4.21% |
| #5 | META PLATFORMS INC CLASS A (META) - 1.47% | PROCTER & GAMBLE CO (PG) - 4.20% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 1.28% | COCA-COLA CO (KO) - 4.16% |
| #7 | TESLA INC (TSLA) - 1.28% | ABBOTT LABORATORIES (ABT) - 4.07% |
| #8 | BROADCOM INC (AVGO) - 1.20% | TEXAS INSTRUMENTS INC (TXN) - 3.88% |
| #9 | ALPHABET INC CLASS C (GOOG) - 1.05% | CHEVRON CORP (CVX) - 3.80% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% | PEPSICO INC (PEP) - 3.77% |
| #11 | JPMORGAN CHASE & CO (JPM) - 0.77% | VERIZON COMMUNICATIONS INC (VZ) - 3.65% |
| #12 | ELI LILLY AND CO (LLY) - 0.71% | CONOCOPHILLIPS (COP) - 3.55% |
| #13 | VISA INC CLASS A (V) - 0.57% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.14% |
| #14 | EXXON MOBIL CORP (XOM) - 0.55% | ALTRIA GROUP INC (MO) - 3.08% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 0.53% | QUALCOMM INC (QCOM) - 2.83% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.49% | LOCKHEED MARTIN CORP (LMT) - 2.73% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.46% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.59% |
| #18 | WALMART INC (WMT) - 0.45% | BLACKSTONE INC (BX) - 2.47% |
| #19 | PROCTER & GAMBLE CO (PG) - 0.45% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.21% |
| #20 | NETFLIX INC (NFLX) - 0.44% | ACCENTURE PLC CLASS A (ACN) - 2.20% |
| #21 | THE HOME DEPOT INC (HD) - 0.44% | COMCAST CORP CLASS A (CMCSA) - 2.19% |
| #22 | JOHNSON & JOHNSON (JNJ) - 0.40% | EOG RESOURCES INC (EOG) - 1.92% |
| #23 | ABBVIE INC (ABBV) - 0.36% | SLB LTD (SLB) - 1.86% |
| #24 | SALESFORCE INC (CRM) - 0.35% | TARGET CORP (TGT) - 1.64% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.33% | ONEOK INC (OKE) - 1.50% |
| Total Holdings | 314 | 103 |
VT vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
VT
-0.90%
Winner
SCHD
+3.74%
3M
VT
+5.34%
Winner
SCHD
+6.78%
6M
VT
+8.99%
Winner
SCHD
+14.44%
1Y
VT
+22.03%
Winner
SCHD
+26.23%
5Y(CAGR)
Winner
VT
+10.72%
SCHD
+9.21%
10Y(CAGR)
Winner
VT
+12.43%
SCHD
+12.42%
Max(CAGR)
VT
+8.83%
Winner
SCHD
+13.28%
VT vs SCHD - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | VT | SCHD |
|---|---|---|
| 2026 | +10.54% | +20.30% |
| 2025 | +22.68% | +4.56% |
| 2024 | +17.49% | +10.86% |
| 2023 | +21.95% | +4.71% |
| 2022 | -18.48% | -3.21% |
| 2021 | +18.95% | +31.74% |
| 2020 | +15.44% | +14.78% |
| 2019 | +26.97% | +27.28% |
| 2018 | -10.54% | -5.85% |
| 2017 | +23.48% | +20.20% |
| 2016 | +10.37% | +17.78% |
| 2015 | -1.60% | -0.21% |
| 2014 | +5.23% | +12.79% |
| 2013 | +20.32% | +30.09% |
| 2012 | +14.96% | +10.39% |
| 2011 | -8.33% | +5.31% |
| 2010 | +10.49% | N/A |
| 2009 | +29.17% | N/A |
| 2008 | -33.05% | N/A |
VT vs SCHD Drawdown Comparison
The maximum drawdown for VT was -50.28%, occurring on Mar 9, 2009. Recovery took 632 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current VT drawdown is -1.66%. The current SCHD drawdown is -0.67%.
| Rank | VT | SCHD |
|---|---|---|
| #1 | -50.28% Jun 26, 2008 - Dec 29, 2010 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -34.23% Feb 12, 2020 - Aug 24, 2020 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -26.39% Nov 8, 2021 - Jan 29, 2024 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -23.83% Apr 29, 2011 - Jan 2, 2013 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -19.97% Jan 26, 2018 - Oct 28, 2019 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -19.79% May 21, 2015 - Dec 13, 2016 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -16.51% Feb 18, 2025 - May 16, 2025 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -9.67% Feb 25, 2026 - Apr 15, 2026 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -9.40% Jul 3, 2014 - Feb 20, 2015 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -8.70% May 21, 2013 - Aug 2, 2013 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -8.13% Jul 16, 2024 - Aug 23, 2024 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -7.89% Feb 18, 2011 - Apr 4, 2011 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -7.37% Sep 2, 2020 - Nov 5, 2020 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -6.35% Dec 31, 2013 - Feb 24, 2014 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -5.38% Sep 3, 2021 - Oct 28, 2021 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between VT and SCHD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2008 - 2026)
VT vs SCHD dividend yield comparison.
| Year | VT | SCHD |
|---|---|---|
| 2026 | 0.57% | 1.55% |
| 2025 | 1.82% | 3.82% |
| 2024 | 1.95% | 3.64% |
| 2023 | 2.08% | 3.49% |
| 2022 | 2.20% | 3.39% |
| 2021 | 1.82% | 2.78% |
| 2020 | 1.66% | 3.16% |
| 2019 | 2.32% | 2.98% |
| 2018 | 2.53% | 3.06% |
| 2017 | 2.11% | 2.63% |
| 2016 | 2.39% | 2.89% |
| 2015 | 2.45% | 2.97% |
| 2014 | 2.44% | 2.63% |
| 2013 | 2.06% | 2.47% |
| 2012 | 2.30% | 2.86% |
| 2011 | 2.36% | 0.47% |
| 2010 | 1.92% | 0.00% |
| 2009 | 1.54% | 0.00% |
| 2008 | 0.62% | 0.00% |
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