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SCHD vs VIG

Schwab U.S. Dividend Equity ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares

SCHD

Schwab U.S. Dividend Equity ETF

Annual cost

0.06%

Fund size

$94.9B

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Annual cost

0.04%

Fund size

$127.8B

Key differences

Both SCHD and VIG are equity ETFs. SCHD charges 0.06% a year and VIG 0.04%. The main difference: Over the last three years, VIG has delivered higher annualized returns.

  • Over the last three years, VIG has delivered higher annualized returns.
  • VIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHDVIG
Annual cost (TER)0.06%0.04%
Fund size (AUM)$94.9B$127.8B
Since20112006
Dividend yield3.25%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.6%+18.6%
CAGR 3Y+15.9%+17.1%
CAGR 5Y+8.5%+10.5%
Sharpe 3Y0.921.06
Volatility 1Y10.98%10.10%
Max drawdown-33.37%-31.72%

Similar to SCHD and VIG