ETF comparison tool

SCHD vs VIG

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

ETF comparison

SCHDVIG
Fund nameSchwab U.S. Dividend Equity ETFVanguard Dividend Appreciation Index Fund ETF Shares
Annual fee0.06%0.04%Lowest fee
Dividend frequencyQuarterlyQuarterly
Annualised returnsSCHDVIG
YTD15.74%3.63%
1 year15.72%14.08%
3 year12.64%16.54%
5 year11.03%12.40%
10 year13.35%13.62%
Dividend yield historySCHDVIG
20253.86%1.63%
20243.82%1.76%
20233.80%1.96%
20223.83%2.08%
Top holdingsSCHDVIG
AVGO-6.24%
LMT4.81%-
COP4.32%-
VZ4.31%-
CVX4.31%-
BMY4.28%-
MRK4.23%-
MO4.13%-
TXN4.06%-
KO4.03%-
PEP4.01%-
AAPL-3.88%
MSFT-3.84%
LLY-3.71%
JPM-3.63%
XOM-2.71%
JNJ-2.46%
WMT-2.35%
V-2.28%
MA-2.00%
Sector allocationSCHDVIG
Technology9.1%26.8%
Healthcare16.0%16.4%
Financial Services8.0%21.2%
Consumer Defensive18.9%9.9%
Energy21.2%3.2%
Industrials11.4%11.0%
Consumer Cyclical9.6%5.2%
Communication Services4.6%0.5%
Basic Materials1.2%3.2%
Utilities0.0%2.6%

ETF data is based on the most recent available holdings from fund providers. Only the top holdings are compared, so actual overlap may differ. Annualised returns are trailing figures and do not guarantee future performance. This is not financial advice.

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Sankey diagram showing ETF holding overlap connectionsShared holdings table showing weight percentages across ETFs