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) | +29.3% | +11.5% | +17.83 pp |
| 1Y CAGR | +30.1% | +16.8% | +13.31 pp |
| 3Y CAGR | +16.6% | +16.6% | -0.02 pp |
| 5Y CAGR | +9.99% | +10.4% | -0.44 pp |
| 10Y CAGR | +13.2% | +13.2% | -0.02 pp |
| Since inception CAGR | +13.6% | +10.2% | +3.41 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 May 2, 2006. 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) | $104.2B | $130.9B |
| Dividend yield | 3.13% | 1.50% |
| Avg volume (3-mo) | 22.1M | 1.1M |
| Inception | October 20, 2011 | April 21, 2006 |
| 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.
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.