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ETF Comparison

SCHDvsVIG

Schwab U.S. Dividend Equity ETF (SCHD) vs Vanguard Dividend Appreciation ETF (VIG). Side-by-side stats, holdings overlap, and 5-year normalized growth.

Side by side

SCHD
Ticker
VIG
Schwab
Issuer
Vanguard
Dividend
Category
Dividend Growth
Dow Jones US Dividend 100
Index
S&P US Dividend Growers
0.060%
Expense ratio
0.040%
$94.86B
AUM
$124.70B
Dividend yield
$32.35
NAV
$235.28
$32.37
Price
$235.50
Oct 20, 2011
Inception
Apr 21, 2006

Overlap

SCHDShared weightVIG
13.0% overlap
SCHD 50.1% of portfolio in shared names
VIG 13.0% of portfolio in shared names

13 shared holdings. 12 unique to SCHD, 319 unique to VIG.

Approximate — full holdings for SCHD aren't available yet, so overlap is based on top holdings only and likely understates the true figure.

5-year normalized growth (rebased to 100)

Top shared holdings

HoldingSCHD %VIG %
PG The Procter & Gamble Company3.59%1.54%
UNH UnitedHealth Group Incorporated5.10%1.51%
HD The Home Depot, Inc.3.39%1.47%
KO The Coca-Cola Company4.01%1.37%
MRK Merck & Co., Inc.3.88%1.22%
TXN Texas Instruments Incorporated6.08%1.15%
PEP PepsiCo, Inc.3.47%0.98%
QCOM QUALCOMM Incorporated6.50%0.86%
AMGN Amgen Inc.3.45%0.84%
ABT Abbott Laboratories2.97%0.71%
ACN Accenture plc2.75%0.50%
LMT Lockheed Martin Corporation2.72%0.47%
ADP Automatic Data Processing, Inc.2.22%0.38%

Frequently asked

How much do SCHD and VIG overlap in holdings?+
SCHD (Schwab U.S. Dividend Equity ETF) and VIG (Vanguard Dividend Appreciation ETF) share 13 holdings. The conservative overlap measure — the smaller of the two portfolios' shared weight — is 13.0%. This is based on top holdings only and likely understates the true overlap, as full holdings aren't available for one of these funds yet.
Which has the lower expense ratio, SCHD or VIG?+
VIG charges 0.040% versus 0.060% for SCHD — a difference of about 2 basis points per year.
Are SCHD and VIG the same kind of ETF?+
SCHD is a Dividend fund; VIG is a Dividend Growth fund. They are not direct substitutes — the comparison highlights how they differ.
Is SCHD or VIG a better investment?+
etfcompare doesn't recommend funds. We show objective comparisons — expense ratio, holdings overlap, yield, and normalized historical growth — so you can decide based on your own goals. Past performance does not guarantee future results.

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