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Side-by-side ETF comparison

SCHD vs VIG

Schwab U.S. Dividend Equity ETF vs Vanguard Dividend Appreciation ETF

SCHD+18.43%VIG+13.46%

Both series indexed to 100 at the start of the selected period. Final values represent total return over the window.

Key Metrics

Metric	SCHD	VIG
1Y Return	✓ 22.7%	18.3%
1Y Sharpe	✓ 1.65	1.39
Max Drawdown	✓ -5.4%	-8.3%
Expense Ratio	0.06%	✓ 0.06%
AUM	—	—
Close	$31.62	$228.06
Issuer	Schwab	Vanguard
Benchmark	DJ US Div 100	S&P US Dividend Growers
Asset Class	equity	equity

Annual Returns

Year	SCHD	VIG
2026 (YTD)	+15.3%	+3.8%

Wall Street Guru Holders

Gurus who hold this ETF directly in their 13F portfolio

SCHD

JPMorgan Chase
$131M
0.0%
Ken Griffin
$26M
0.0%
Fidelity (FMR)
$23M
0.0%
Goldman Sachs
$21M
0.0%
Cliff Asness
$20M
0.0%

VIG

Vanguard
$2.3B
0.0%
JPMorgan Chase
$673M
0.0%
Goldman Sachs
$150M
0.0%
Fidelity (FMR)
$107M
0.0%
Cliff Asness
$47M
0.0%

Holdings Comparison

Overlap: 7/30 (23%) · SCHD only: 10+ · VIG only: 10+

Common Holdings (7)

Ticker	Name	SCHD %	VIG %	Wall Street guru holders
MRK	Merck & Co Inc	4.24%	1.23%	27
TXN	Texas Instruments Inc	4.06%	0.89%	26
KO	Coca-Cola Co/The	4.03%	1.31%	29
PEP	PepsiCo Inc	4.01%	0.95%	28
HD	Home Depot Inc/The	3.72%	1.68%	22
CSCO	Cisco Systems Inc	3.58%	1.40%	25
ABBV	AbbVie Inc	3.53%	1.78%	24

SCHD only

LMTLockheed Martin Corp4.82%
COPConocoPhillips4.32%
VZVerizon Communications4.31%
CVXChevron Corp4.31%
BMYBristol-Myers Squibb C4.28%
MOAltria Group Inc4.14%
AMGNAmgen Inc3.93%
UPSUnited Parcel Service 3.08%
SLBSLB Ltd2.76%
EOGEOG Resources Inc2.42%

VIG only

AVGOBroadcom Inc6.27%
AAPLApple Inc3.89%
MSFTMicrosoft Corp3.86%
LLYEli Lilly & Co3.72%
JPMJPMorgan Chase & Co3.64%
XOMExxon Mobil Corp2.72%
JNJJohnson & Johnson2.47%
WMTWalmart Inc2.36%
VVisa Inc2.29%
MAMastercard Inc2.01%

Holdings as of 2026-02-28 (SEC N-PORT-P, top 30 by valUSD)

SCHD See full holdings →VIG See full holdings →