SCHD vs VIG.
Schwab U.S. Dividend Equity ETF (Dow Jones U.S. Dividend 100) against Vanguard Dividend Appreciation ETF (S&P U.S. Dividend Growers) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| SCHD | VIG | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +22.4% | +9.69% | +12.74 pp |
| 1Y CAGR | +27.2% | +18.3% | +8.89 pp |
| 3Y CAGR | +14.7% | +15.7% | -1.03 pp |
| 5Y CAGR | +9.45% | +10.8% | -1.32 pp |
| 10Y CAGR | +12.5% | +13.0% | -0.46 pp |
| Since inception CAGR | +13.3% | +12.1% | +1.22 pp |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is SCHD minus VIG. SCHD since-inception measured from first available bar October 20, 2011. VIG since-inception measured from first available bar December 12, 2013. Since-inception spans differ — compare that row with care.
| SCHD | VIG | |
|---|---|---|
| Name | Schwab U.S. Dividend Equity ETF | Vanguard Dividend Appreciation Index Fund ETF Shares |
| Category | Large Value | Large Blend |
| Style | Passive | Passive |
| Expense ratio | 0.06% | 0.04% |
| Assets (AUM) | $95.7B | $129.5B |
| Dividend yield | 3.30% | 1.51% |
| Avg volume (3-mo) | 20.3M | 1.1M |
| Inception | October 20, 2011 | December 19, 2013 |
| Benchmark proxy | S&P 500 | S&P 500 |
VIG costs 0.02 pp less per year — about $2.00 per $10,000 invested.
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.